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      How to Launch an Automated Feedback Cycle

      As an admin, create Feedback cycles that automatically launch on certain events. These events can include hire & exit dates, anniversaries, or recurring intervals, i.e. quarterly, annually, etc.

      In this article:

       

      Overview 

      As an admin, create Feedback cycles that automatically launch on certain events. These events can include hire & exit dates, anniversaries, or recurring intervals, i.e. quarterly, annually, etc.

      Automated Feedback cycles automatically invite Feedback Recipients according to the configured settings. Additionally, employees can also be manually added to the cycle if they don't qualify for the invitation requirements. 

      Feedback Providers are not automatically invited to automated cycles. This is dependent on the settings of the template and the Feedback Group they belong to. Learn more about

      For most Feedback cycles, except for the specific use cases previously mentioned, a Single cycle is recommended. Learn how to launch a Single Feedback cycle.

      Launch an Automated Feedback Cycle

      To launch a Focused Feedback cycle:

      1. Click and expand Administration in the left-hand navigation menu 
      2. Click Feedback
      3. Click Automated Cycles
      4. In the top-right, click New Automation
      5. Click Select for either, the Open Feedback Cycle card or Focused Feedback Cycle card

      6. This will navigate you to the Feedback Cycle Creator, continue with the next section to learn how to set up an Automated Feedback cycle

      Cycle Setup/ General Settings

      On the first step of the Feedback Cycle Creator, you will see the Cycle Setup step.

      To navigate and complete the Cycle Setup step: 

      • Cycle Type: Indicates whether the cycle is Single or Automated
      • Cycle Name: The title of the Cycle that feedback recipients and providers will see
      • Select Template: Use the drop-down to select the Feedback template to use for the cycle
      • About this Cycle: Optionally, add any instructions or context for more effective feedback
      • Manager Analytics: Check this box to give managers access to analytics for their hierarchy

      The Advanced Options card has additional options to fine-tune your cycle. Click the drop-down arrows to go into greater detail and edit the default settings.

      • Focused Feedback Mode: Toggle Focused Feedback on/off
      • Who will select feedback providers? Choose between:
        • People receiving feedback*
        • Managers
        • Administrators 
        • Note: Feedback Providers are not automatically re-invited to a recurring Feedback cycle unless specified to do so based on the Feedback Group they belong to
      • Who will see feedback? Choose between:
        • People receiving feedback*
        • Managers & Upline managers
      • Are answers confidential? Choose between:
        • Answers/comments are attributed to feedback providers
        • Answers/comments are attributed but do not display a confidentiality statement on the survey
        • Answers/comments are confidential**

      * If Focused Feedback is toggled on, these options are locked and not editable

      ** If you are using Feedback Groups, we do not recommend setting answers/comments to confidential, because this will require each group to meet the minimum response threshold in order for managers to access the feedback their employees received. 

      Click Save and Continue.

      Schedule & Milestones

      To navigate and configure the trigger, dates, and times for each milestone:

      •  Cycle Launch Trigger: Use the drop-down to specify what event triggers a cycle to launch
        • Hire Date: Launches on the configured date relative to the hire date
        • Exit Date: Launches on the configured date relative to the exit date
        • Anniversary Date: Launches on the first day of the employee's hire month
        • Recurring Date: Launches on the specified time at the selected cadence, e.g. weekly, quarterly, etc.
      • When does this cycle launch: Specify when a cycle launches relative to the cycle launch trigger
      • Feedback Provider Selection Due Date: Specify the deadline to have Feedback Providers selected
      • Feedback Provider Reminder Date: Specify when Feedback Providers are sent reminder emails to submit their feedback
        • Add and delete the number of reminder emails as necessary
      • Feedback Due Date: Specify when feedback is due
        • Feedback can be submitted until the cycle's lock date
      • Focused Feedback Due Date*: Specify when Focused Feedback is due
      • When can Employees View Focused Feedback*: Specify if Focused Feedback should be visible as soon as it's submitted, otherwise, recipients can view the Focused Feedback on the Feedback visible date 
      • Cycle Lock Date: Specify when a cycle is locked and feedback can no longer be submitted or commented on
      • Feedback Visible Date: Specify when feedback is visible

      * Indicates additional fields if Focused Feedback is enabled.

      Click Save and Continue.

      Feedback Recipients 

      On the Feedback Recipients step, you can view and manage upcoming Feedback Recipients. 

      To navigate the Feedback Recipients step:

      • A. Select Recipients & Limit by Demographic:
        • Select Feedback Recipients: If employees don't currently qualify to be automatically invited to the cycle, use this option to manually invite them to the cycle
        • Limit By Demographic: If the queue of eligible employees should be further filtered by a demographic, use this option to Include or Exclude potential recipients
          • Example: if a cycle is specific to the Finance and HR teams across the organization except for the Boston office, the demographics would resemble the following:

            Include: Department: Finance, Department: HR
            Exclude: Location: Boston
      • B. Upcoming Recipients: Lists all of the employees who qualify for the cycle's invitation requirements as Feedback Recipients
        • The Cycle Launch Date indicates when they are scheduled to be added to the cycle
        • To remove an upcoming employee, select the employee's corresponding ☐ icon, and Remove from Cycle

      Click Save and Continue.

      Activation Settings

      On the final Activations Settings step, decide to launch the Automated cycle now or at a later time.

      To configure the activation settings for the cycle:

      • A. Activate Now: To activate the cycle immediately, click Enable Automation Now and then, Yes, Enable Automation in the confirmation card
        • Recurring cycles: Once activated, the first instance of the cycle launches on the specified date and time
        • New Hire, Exit, and Anniversary cycles: Once activated, Feedback Recipients are added to the cycle on the specified date and time
      • B. Activate Later: To schedule the cycle's start date, click Schedule For Later to open an additional card to specify the cycle's start date, and optionally, the end date