Create a recommendation rule

To create and view a rule, ensure you have the right permissions (click here to find out more). 

What are rules and why create them?

The rules allow the referral assistant to suggest which reviews should be conducted. To achieve, you need to tell the referral assistant when reviews should be conducted, according to your company's policy and the legal framework you follow.

There are two types of rules:

  • one-off rules which enable recommendations to be made for reviews that should only be conducted once by the employee. For example, a review at the end of the trial period, or a discovery report 3 months after the arrival of a new employee. 
  • recurring rules which enable recommendations to be made for reviews that should be carried out several times by the same employee, at specific intervals.

In order for the recommendation wizard to suggest the correct review, it is essential to correctly tag your campaign categories. A rule is based on the same categories as the campaign. 

Example: I create a rule for professional reviews every two years from the contract start date. Marie already had a professional review three weeks ago, except this campaign does not have a category, in which case the recommendation engine will not be able to detect that Marie has already had a that professional review recently, and she will be incorrectly recommended.

Create a recurring rule

Open the recommendations tab and click on the Rules tab.

Then complete the fields to set up the rule for identifying who is to carry out the 6-year reviews and when. If no review has been conducted in this category, then the engine will use the reference date chosen (e.g. "contract start date"), otherwise it will use the date of the last review in this category. 

Filters help you refine the relevant population.

Create a one-off rule

The one-off rule is set up in the same way, with an additional piece of information: the activation date.

The activation date is the date when the rule is taken into account by the engine. Any review that should have been conducted before this date will not be conducted again, and any review that should or will have to be conducted after this date will be conducted again. 

For example, if you are implementing a new discovery report policy and you do not want your former employees who did not do a discovery report to be recommended to you, then do not put a date in the past, put the current date instead. On the contrary, if you want to make sure that all your employees (including former ones) have completed their discovery reports, you can choose an activation date in the past.

Just because an employee arrived before the rule's activation date will not mean they are not considered by the engine. Instead of comparing the activation date of the rule with the start date of the employee's contract, the engine compares it with the theoretical date when the employee's review should be conducted. 

For example: if Valentin arrived on January 1, 2022, and according to your rule he is due for a review 3 months after his contract start date, and your rule has an activation date of February 1, 2022, then Valentin will be recommended for April 1, 2022.

Editing and deleting a rule

  • The title, filters, dates and category of a rule can be modified, but you cannot change its type. It is not possible to switch from a one-off rule to a recurring rule and vice versa. 

  • If you want to delete a rule, any reviews already scheduled will not be deleted, but you will lose the recommendations associated with the rule.

A few examples of rules

Here are a few examples of rules that you can adapt to your company. 

For one-off rules:  

  • End of trial period review - 3 months after the contract start date 
  • Offboarding review - 1 month before the contract end date
  • Discovery report - 1 month after the contract start date

For recurring rules: 

  • Professional review - every 2 years from the contract start date
  • Annual review - every year from the contract start date

Now you have created your rules, you can follow the related recommendations. 

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