Performance review reminders and documentation

Purpose

1.1. Automate the process of reminding staff and educators about scheduled performance reviews and documenting these reviews for compliance, record-keeping, and feedback improvement.
1.2. Ensure timely notifications across multiple channels and centralized storage and categorization of review documentation, reducing administrative burden and human error.
1.3. Support audit-ready, accessible records for management, HR, and regulatory requirements.
1.4. Enable customizable workflows for reminder frequency, reviewer assignments, and follow-up actions.

Trigger Conditions

2.1. Automatic on approaching scheduled review dates (e.g., X days before review).
2.2. Triggered when a new employee is added to the HR system or assigned a review cycle.
2.3. Manual initiation by HR for ad-hoc or unscheduled performance evaluations.
2.4. Re-trigger when documentation submission is incomplete or overdue.

Platform Variants

3.1. Microsoft Outlook
• Calendar Event: Configure event reminders via Microsoft Graph Calendar API for scheduled reviews.
3.2. Google Workspace
• Google Calendar API: Insert events with email notifications for review dates; Google Drive API for storing review docs.
3.3. Slack
• Reminder API: Use /remind or Reminders API to notify channels or individuals.
3.4. Zoom
• Meeting Scheduling: Automatically book virtual review sessions; send invites using Zoom API.
3.5. Trello
• Card Due Dates: Create cards for each review; send reminders via Trello Webhooks or Butler automation.
3.6. Asana
• Task Due Dates: Assign review tasks with due dates and automatic reminders through Asana API.
3.7. BambooHR
• Employee Data API: Fetch review schedules; trigger reminder emails using webhook notifications.
3.8. Freshteam
• Reminder Emails: Utilize Freshteam’s Review Scheduler API to push out notifications.
3.9. Workday
• Workday API: Trigger actionable inbox items or emails for reviews based on upcoming cycles.
3.10. Salesforce
• Salesforce Flow/Process Builder: Automate tasks and email reminders based on review object records.
3.11. Zoho People
• Automation Rules: Schedule and trigger email/SMS reminders for performance reviews.
3.12. SendGrid
• Email API: Dispatch custom HTML reminders and follow-ups using transactional email endpoints.
3.13. Twilio
• Programmable SMS: Deliver SMS notifications to staff with review details and response links.
3.14. DocuSign
• Envelope API: Send electronic documents for signatures and automatically file completed reviews.
3.15. Dropbox
• File Upload API: Store performance review forms and automate organization/folder creation.
3.16. Box
• Upload API: Archive review documentation and automate sharing to relevant supervisors.
3.17. Monday.com
• Automations: Create workflow triggers for task reminders and document attachments.
3.18. ClickUp
• Task API: Assign review checklists with due dates and automatic status updates.
3.19. Notion
• Notion API: Create databases for review schedules; push reminder pages to relevant staff.
3.20. Zapier
• Zap Automations: Chain triggers between HR systems, calendars, and notification tools.
3.21. Gmail
• Scheduled Send: Configure API or app script to dispatch scheduled review reminders.
3.22. Microsoft Teams
• Adaptive Cards: Send actionable reminder messages and collect review follow-ups.

Benefits

4.1. Ensures all stakeholders receive timely, multi-channel reminders and reduce missed evaluations.
4.2. Enables centralized, searchable storage of documented reviews for audits and reference.
4.3. Reduces manual tracking by automating schedule adherence and escalation for overdue actions.
4.4. Supports compliance with HR policies and improves transparency on employee performance progress.
4.5. Enhances data-driven HR management through structured, retrievable review history.