How to Automate Review Cycles in Teamflect

Automating review cycles in Teamflect lets HR teams set up performance or probation reviews once and then have them run automatically without manual setup each time. Instead of starting every review cycle by hand, you define rules (like recurring quarterly reviews or probation checks) that Teamflect uses to create and launch reviews on schedule, saving you time and ensuring nothing is missed.

Teamflect offers three types of automation for reviews:

Send reviews at fixed intervals (weekly, monthly, quarterly, yearly).

2. Name the cycle (use {{period}} if desired).

3. Choose the frequency (weekly, monthly, quarterly, yearly).

4. Set the time and time zone.

5. Select reviewees:

Step 6: Add a Note (Optional)

(Optional) Add a note with instructions.

Step 7: Set due dates for reviewee, reviewer, and finalization.

Step 8: Save Your Automation

Click Save Automation.

Saved automations appear in the Automation Rules list, showing cycle details, next run date, and reviewees.

This page also displays details like the next cycle date, selected reviewees, and the automation type. You can edit or delete an automation by clicking the ellipsis icon next to it.

This automation type is ideal for probation reviews, such as 30, 60, or 90-day reviews.

Step 1: Select the review template and give the cycle a name. As with periodical automation, you can use "{{period}}" to include dynamic information in the name.

For example; if you name the cycle as "Performance Review for {{period}}", the automated review created after 2023's Q1 will be named as "Performance Review for Q1 2023". If the frequency is monthly, the automated review created after 2023's January will be named as "Performance Review for January 2023".

Step 2: Set the number of days after the employee's hire date for the review to be sent.

Then set the time and timezone to send the review.

Step 3: You can also filter new hires based on attributes (e.g., department or role) to ensure only the right people receive probation reviews.

To ensure that probation reviews are only sent to relevant employees who actively use Teamflect, you can activate the setting labeled "only send to users who logged in to Teamflect." This option prevents sending unnecessary reviews to new employees who haven’t logged into the platform.

Step 4: Add a note

Enter any instructions or expectations for the participants in the review.

Step 5: Set the due dates for the reviewer, reviewee, and finalization.

Step 6: Save Your Automation

Your automation is now ready. You can save this automation by clicking the "save automation" button.

As with periodical automation, you can view, edit, or delete saved rules in the "Automation Rules" section.

This automation type automatically triggers review cycles based on an employee’s work anniversary date. It’s ideal for annual performance reviews or recurring milestone-based evaluations tied to an employee’s start date.

Step 1: Select the review template for the anniversary review, then enter a cycle name. Use {{period}} in the name if you want the date or review period to appear automatically.

For example; if you name the cycle as "Annual Performance Review for {{name}}", the automated review will be named as "Annual Performance Review for User's Name".

Step 2: Choose which date the automation should be based on either the employee’s hire date or their date of birth.

Next, choose how often the automation should run, either on every anniversary (recurring each year) or on a specific anniversary (for example, only the 1st or 5th year).

This lets you control whether reviews repeat annually or happen only at selected milestones.

Step 3: Select reviewees and set the review launch time .

Step 4: Add a note

Enter any instructions or expectations for the participants in the review.

Step 5: Set the due dates for the reviewer, reviewee, and finalization.

Step 6: Save Your Automation

Your automation is now ready. You can save this automation by clicking the "save automation" button.

As with anniversary automation, you can view, edit, or delete saved rules in the "Automation Rules" section.

Would you like to learn more about managing automation rules? Check out this resource at this link.

1. Recurring Performance Reviews

Managers can schedule quarterly or annual reviews once and let Teamflect automatically launch them on time, with cycle names dynamically updated (e.g., “Performance Review for Q1 2025”).

2. Probation Reviews for New Hires

HR can automate 30/60/90-day probation reviews based on hire dates, ensuring evaluations aren’t missed and onboarding stays consistent.

3. Consistent Company-Wide Cycles

For large organizations, admins can set a yearly review automation targeting all employees or specific groups, ensuring transparent, standardized cycles across the company.

Automating review cycles in Teamflect helps HR and managers save time, eliminate manual setup, and ensure no important reviews are missed. Whether you’re running ongoing performance reviews or probation checks for new hires, automation ensures reviews are consistent, timely, and efficient.