Actions

setting up automated actions automating manager reviews after self review completion to automatically trigger the manager review when an employee submits their self review, configure an automated action with the following settings event type form submitted configuration steps navigate to automated actions create a new action select "form submitted" as the triggering event specify the self review form as the trigger source set the manager review form as the automated action to send result when an employee completes and submits their self review, the system will automatically send the corresponding manager review without manual intervention use case this automation streamlines the performance review workflow by eliminating delays between review stages and ensuring managers receive review requests promptly after employee submissions automating peer reviews after selection to automatically trigger the peer review when an employee submits their peer selection, configure an automated action with the following settings event type form submitted configuration steps navigate to automated actions create a new action select "form submitted" as the triggering event specify the peer selection form as the trigger source set the peer review form as the automated action to send set the send form to field to the peer reviewer field result when the peer selection form is submitted, the system will automatically send the peer review form to selected peers without manual intervention