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⚙️ Global Automatic Review Creation: Setup & How It Works

The automatic review creation feature ensures that new employees are automatically included in ongoing or scheduled review cycles when they join a team — without any manual intervention from an admin.

🔐 This article is intended for Customer Admins and HR Admins.

⚠️ Important: Automatic review creation and review automations (onboarding, offboarding, etc.) are two completely independent features that are often confused. This article covers automatic review creation only.


🔍 What is automatic review creation?

Automatic review creation monitors structural changes in the organisation — for example when a new person joins a team. When the feature is enabled, flowit automatically checks whether an active or scheduled review cycle exists for that team. If it does, a review is automatically created for the new person and the responsible team lead within the existing cycle.

No new review cycle is created — the new person is simply integrated into the existing cycle.


⚙️ How is the feature activated?

Automatic review creation is a global setting and applies to all active review cycles in the organisation.

Prerequisite: For automatic review creation to work, at least one active review group must exist in flowit. Without an ongoing or scheduled review group, the setting has no effect — there is no existing cycle into which new people could be integrated.

Where to find the setting: Admin > Settings > Reviews > "Activate automatic creation of reviews globally"

Important — the setting applies to all active review groups: Once the setting is activated, it automatically applies to all active review groups in the organisation — not just one. For example, if an organisation has an active group for annual employee appraisals, one for probation reviews, and one for exit interviews, new employees joining a team will automatically be integrated into all three groups — provided the relevant team is part of the cycle. The setting cannot be controlled separately per review group.


✅ What does automatic review creation cover?

The feature applies in the following situations:

  • Existing team-based group reviews that are active or scheduled

  • Other grouped review cycles linked to that team

  • Company-wide review cycles, if that team is part of the cycle

The newly created review automatically inherits:

  • The same schedule as the existing cycle

  • The same template

  • The same team context

  • The current team lead as reviewer — if there are multiple team leads, one is assigned as the main reviewer and the others can be added as additional reviewers


❌ What does automatic review creation not cover?

The feature does not apply in the following situations:

  • Standalone, manual reviews (not group reviews)

  • When automatic creation is disabled

  • When a team lead joins a team as a team lead — only employees are automatically included

  • When someone is simply granted the Review User permission within a team

  • When new teams are created

  • For old or inactive review cycles

  • When the team has no active team lead to assign as reviewer


🛡️ Duplicate protection

flowit has built-in duplicate protection: if a matching review already exists for a person within the relevant cycle, no second review will be created.


📋 Difference from review automations

These two features are frequently confused — here is a direct comparison:

Automatic Review Creation

Review Automations

What does it do?

Adds new people to existing review cycles

Creates reviews based on defined rules (e.g. onboarding, offboarding)

Trigger

Structural change (person joins team)

Schedule or defined event

Control

Global on/off setting

Configurable per automation

Creates new cycle?

No — integrates into existing cycle

Yes — creates standalone reviews


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