What cycles are and when to use them
A cycle organizes an activity your company needs people to repeat from time to time: answering a skill map, taking an assessment, reviewing their profile or having their levels confirmed by their manager. It works like a small project, with an opening date, steps, an audience, deadlines, automatic emails and a record of what each person delivered that time.
This article explains the idea, the two kinds of cycle and some ways to use them. To create your first one, see Skill map cycles.
The problem cycles solve
Without cycles, a mapping or assessment round usually relies on manual work:
sending invites one person at a time and remembering who joined the company later;
chasing people who have not answered yet;
tracking in a spreadsheet who finished, who is late and who was left out;
losing the previous answer, because the new map takes the place of the old one, with no way to compare one round with another.
A cycle brings all of this into one place. You set up once what should happen, for whom and when, and the platform sends, reminds, tracks and keeps each round separate. Next time, the new result shows up next to the previous one, so it is easy to see how each person and the team have progressed.
What a cycle is made of
Part | What it sets |
Period | Name, description, opening date and cycle type (round or continuous). |
Steps | The activities people are asked to do, in the order that makes sense. |
Audience | Who takes part: people in the chosen careers, specific people or the same audience as a previous cycle. In a continuous cycle, also when each person comes in and comes back. |
Flow and notifications | When each step is sent, its deadline, when it closes and the invite, reminder and overdue emails. |
Review | Number of people, credits, plan limit usage and comparison with the previous cycle, before scheduling. |
Step types
A cycle can have a single step or several. Each type has its own purpose:
Skill map: each person rates their own level in the skills of their position. Each cycle creates a new map and keeps the previous one, so you can compare.
Assessment: a published company assessment, with an invite valid until the step closes. Use it to measure knowledge objectively and follow the score across rounds.
Profile update: people review the profile sections you choose and confirm what is still correct. Useful to keep résumé, education and career data up to date.
Endorsement: the manager, the position owner or another person you choose confirms or adjusts the levels each person rated in the map. It comes after a map step.
Announcement: only sends an email, for example to say the cycle has started or to explain the goal of the round.
Steps can go out together, on their own date or only after the person finishes the previous step. This lets you build a sequence, such as reviewing the profile first, then answering the map and finally getting the manager's endorsement.
Round or continuous
The most important choice in a cycle is its type. It defines how people come in, how deadlines count and what happens afterwards.
Round | Continuous | |
Who comes in | The whole audience at once, when the cycle opens. | Each person at their own time. Those who never did it come in when they join the company, or a few days later. |
Deadlines | Calendar dates, the same for everyone. | Counted from when each person comes in. |
End | Closes on the closing date. Whoever did not finish stays pending. | Has no end date. It stays open until someone closes it. |
Next time | With Repeat this cycle, a new cycle is created a few months later. | With renewal on, each person comes back on their own after the interval, counted from their last completion. |
Choose a round when your company works with a calendar: everyone answers in the same period, results are presented together and the next round has a set date, like a twice-a-year assessment.
Choose continuous when the activity follows each person's journey rather than a company date: newcomers need to do it at some point, and those who already did should repeat only after an interval. Completions from before the cycle existed also count, so nobody is invited again too early.
Once scheduled, the cycle type cannot change. If in doubt, ask yourself "does everyone start on the same day?". If yes, it is a round.
Examples
These are common scenarios, and they can be combined.
1. Skill mapping every six months
The company maps the team's skills, provides training for the gaps and wants to know, six months later, whether people improved. A round cycle with a skill map step and a manager endorsement step does the job. With Repeat this cycle every 6 months, the next round is created ready for review, and the new map appears next to the previous one in Compare results across cycles.
2. A yearly assessment for each person
The company wants each employee to take a knowledge assessment once a year, but people join on different dates. A continuous cycle with an assessment step invites newcomers a few days after they join and brings each person back 12 months after their last completion. Anyone who took the assessment recently, even before the cycle, waits for the interval and does not get a repeated invite.
3. Profiles that stay up to date
Completeness reports show outdated profiles with missing education or experience. A cycle with a profile update step asks each person to review the chosen sections by a date, with reminders, and shows who updated, who confirmed without changes and what changed. To make sure the profile only changes at those moments, the company can lock the profile outside cycles.
4. Onboarding new hires
Every new hire should complete their profile and answer the map for their position in the first weeks. A continuous cycle with a profile update followed by a skill map handles it on its own: the person joins the cycle a few days after being hired, gets the profile first and the map only after finishing the profile.
5. A second wave for pending people
A round has closed and some people did not finish, because of vacation, leave or a recent hire. A new cycle can read the step of the previous cycle and create it only for those who did not finish, or bring the new audience and the pending people together. Those who already finished stay out, and each cycle keeps its own numbers.
6. A heads-up before starting
Before opening the main step, the company wants to explain why the round exists and what is expected from each person. An announcement step at the start of the cycle sends that email to the whole audience.
What your company gets
Less manual work: invites, reminders and overdue notices go out on the right dates and only to those who have not finished.
History per round: each cycle keeps what was applied and what each person delivered, without overwriting the previous round.
Comparison: the map and the team's results appear side by side across cycles, with a warning when the content changed a lot from one round to the next.
Tracking: the People tab shows who finished each step, who is late and why someone was left out.
Planning: before scheduling, the review shows how many people come in and how many credits the cycle should use.
What people see
Participants get an email for each step, in their profile language, and reminders stop as soon as the step is done. In Skills > Cycles, the My cycles page shows only what matters to them: the steps, the status of each one, the deadline and a button for what is left. Cycle settings are visible only to administrators. See Take part in a cycle at your company.
Important rules
Cycles are in Skills > Cycles, and only company administrators can create and edit them.
The opening date must be tomorrow or later, so there is time to review before the first email goes out.
Once a step starts being sent, its audience, content and dependencies no longer change. Future dates, deadline, reminders and email texts can still be adjusted.
People who need to come in after scheduling can be added in the People tab.
Skill maps do not use credits. An assessment uses the credits of a regular invite for each person who reaches it.
Your plan sets how many cycles the company can schedule in 12 months. The cycle list shows the usage.
FAQ
Do I need one cycle per activity?
No. A cycle can have several steps of different types. Create separate cycles when the activities have different audiences or calendars.
What happens to people who join the company during the cycle?
In a round, check Include who joins the audience after scheduling so they come in on their own until the cycle closes. In a continuous cycle, they always come in, following the entry rule.
Will someone who did the same activity recently be invited again?
In a round, use Skip who completed this activity in the last N days. In a continuous cycle, renewal already counts from the last completion, even if it happened before the cycle.
Can I use my own text in the emails?
Yes. Each email has a default text you can edit for that cycle only, with variables such as the person's name, the deadline and the link. In an assessment step, the cycle text replaces the assessment's own invite.
Can I delete a cycle that has already started?
An open cycle is not deleted: you can close it and then archive it to remove it from the list. Each round's record stays available for comparison. See Track and close a cycle.
Next steps
Skill map cycles: how to create a cycle, step by step.
Track and close a cycle: who finished each step and what happens when it closes.
Profile update cycle: the profile review step in detail.
Endorsement in a cycle: how the manager confirms or adjusts levels.
Compare results across cycles: how each person and the team progress.
Lock the profile outside cycles: keep the profile as it was reviewed.
Take part in a cycle at your company: what employees see.
