The first step to setting up an automated vitals cycle is to configure your Vitals template. Please refer to this guide for instructions.
Once your template is set up, you're ready to launch a cycle. From Vitals Admin, navigate to the Cycles tab. Then click New Cycle. (You can alternatively navigate to Automation to generate a new automated cycle).
Under General Settings, select Automated Cycle. Complete the general settings as you would for a single cycle.
Under Set Schedule & Milestones, toggle "What triggers a new cycle to launch?" to Recurring.
Under "When does this cycle launch?", click the Calendar icon to enter the date you would like this cycle to first launch.
Under the date of the first cycle, you'll see the cadence that the cycle will occur. Click into this to adjust the cadence. We recommend updating Vitals quarterly.
Next, set dates for when Vitals providers should be selected, when Vitals are due, and when Vitals should become visible (you can also set Vitals to be visible as soon as they're recorded by checking the box next to "Immediately Visible".) All of these milestones are based on the date the cycle launches. You'll notice that the copy on this page references "Feedback" rather than "Vitals"; rest assured, you are creating a Vitals cycle.
Step 3, Feedback Recipients, is where you'll denote which employees should receive Vitals ratings. Our starting point for automated cycles is to add in your entire population. If you need to collect Vitals for certain subsets of your population only, type in the demographics that should receive Vitals rating under Limit by Demographic. At any point, you can verify who will be added into the cycle by clicking View All Feedback Recipients. Once you've narrowed down the recipients to just those employees who should receive Vitals as part of this recurring cycle, click Save and Continue.
Under Activation Settings, click Enable Automation Now. This will cue the cycle to launch on the date you specified under Step 2.