Employee performance report generation

Purpose

1.1. Automate the generation of employee performance reports for an aeromodel shop operating in the hobbies & toys sector, measuring sales targets, customer service scores, attendance, workshop participation, and task completion.
1.2. Compile data from point-of-sale, timesheets, customer reviews, and training records into structured reports for management review and employee feedback.
1.3. Schedule regular reporting (weekly, monthly, quarterly) and provide actionable insights for performance improvement and incentive allocation.

Trigger Conditions

2.1. Scheduled time-based triggers (e.g., first day of month, end of quarter).
2.2. Manager-initiated via dashboard button or HR request form.
2.3. Automated data availability detection when new sales, reviews, or attendance logs are updated.
2.4. Completion of specific events, e.g., end of workshop cycle or product launch.

Platform variants

3.1. Google Sheets
• API Function: Use "spreadsheets.values.get" to pull, aggregate, and transform employee KPI data.
3.2. Microsoft Power Automate
• Trigger: "Recurrence" with "Get Rows" from Excel Online for data extraction and "Create HTML Table" for report assembly.
3.3. Slack
• Feature: "Incoming Webhooks" or "chat.postMessage" for automated report delivery to management channels.
3.4. Trello
• API Action: "Cards:get" for extracting completed tasks; "Cards:post" to notify reviews needed.
3.5. Airtable
• API Endpoint: "List Records" from employee performance base, filtered by time period.
3.6. Asana
• API: "GET /tasks" for retrieving completed employee activities; "POST /tasks" for review requests.
3.7. Notion
• Endpoint: "Retrieve a Database" to gather up-to-date assessments and workshop participation logs.
3.8. Zendesk
• API: "GET /tickets" to pull feedback and support ticket closure rates, linking to individual performances.
3.9. Salesforce
• Function: "Reports and Dashboards API" for pulling sales and customer interaction KPIs.
3.10. BambooHR
• Endpoint: "/employee/{id}/time-off-requests" and "/reports/custom" for pulling attendance and leave data.
3.11. Workday
• API Service: "Get_Worker_Review_Data" to collect appraisal records and targets met.
3.12. QuickBooks Online
• API: "Reports API" to retrieve sales commissions and compensation performance.
3.13. Monday.com
• API Query: "items" and "updates" for extracting project completions and peer evaluations.
3.14. ADP Workforce Now
• API: "GetEmployeeTime" and "GetPayData" to verify attendance and payment accuracy.
3.15. HubSpot
• Endpoint: "CRM API - Associations" for extracting sales and task-based employee metrics.
3.16. Dropbox
• Webhook: "file upload" trigger for performance log templates; API: "files/list_folder" for collating logs.
3.17. DocuSign
• API: "Envelopes:listStatusChange" for signed performance review forms return detection.
3.18. SAP SuccessFactors
• Service: "ODATA API" for retrieving employee objectives and assessment outputs.
3.19. Zoho People
• Endpoint: "PerformanceAPI" to extract appraisal cycles and goal completions.
3.20. Email SMTP Service (Gmail, Outlook)
• Action: "sendMessage" or "sendMail" for direct report distribution to stakeholders.
3.21. SurveyMonkey
• API: "GET /surveys/{id}/responses/bulk" to consolidate customer and peer feedback scores per employee.
3.22. ClickUp
• Endpoint: "GET /task" to collect assigned and completed tasks per review cycle.

Benefits

4.1. Reduces administrative overhead by automating repetitive report compilation.
4.2. Increases accuracy and consistency of performance evaluation across data sources.
4.3. Enables real-time insights for proactive management decisions.
4.4. Empowers timely feedback loops to drive continuous improvement culture.
4.5. Frees HR resources for strategic activities instead of manual performance tracking.