Lifecycle Reviews automate performance review launches based on employee milestones — such as hire date, anniversaries, or probationary periods. Each time an employee meets a configured trigger, the system generates a new review cycle without manual admin intervention.
This feature requires access to Best-Self Review® and is available on the Perform and Total Platform packages.
Feature Structure
Lifecycle Reviews live under the Automated Reviews tab in the Reviews section of the main navigation. This tab is separate from the Manual Reviews tab.
The Automated Reviews tab contains two sections:
- Active automatic cycles — confirmed workflows that generate new review cycles automatically when employees meet a trigger condition
- Draft automatic cycles — workflows that have been started but not yet launched
Expanding an active workflow reveals all individual cycles generated for cohorts that met the trigger. Each cycle shows:
- Participants
- Start date and end date
- Cycle status
- Response rate
Expanding a draft workflow shows configuration details and options to edit, activate, or delete.
Cycle Statuses
Each individual cycle within a workflow moves through three statuses:
| Status | Meaning |
|---|---|
| Upcoming | Scheduled but not yet started |
| Active | In progress |
| Ended | Completed |
What You Can Do
Set Up
Manage
Within an individual cycle, admins can:
- Edit timelines
- Send nudges to participants
- Manage participants
- Download reports
Analyze
- View participant progress and status within a cycle
- Access the Calibrations tab inside a cycle
- View Company results once the cycle status is Ended
Common Issues
Key Rules
- Automatic cycles launch only on Mondays after the trigger condition is met.
- Available templates: 30-day, 60-day, 90-day, probationary, anniversary, and custom.
- A workflow with Save and confirm status appears as Inactive — it will not launch cycles until resumed.
- A workflow with Save and activate status appears as Active — it launches cycles automatically.
- The employee and manager review experience is identical to manual reviews. Automation affects admin setup only.
- You can pause or edit a live workflow using the three-dot menu on the workflow row.