Performance appraisal and review scheduling automation

Purpose

1.1. Automate the end-to-end process for scheduling, notifying, tracking, and recording performance appraisals and reviews for staff across all branches of a wholesale medical mobility equipment supplier.
1.2. Ensures that appraisal cycles are auto-initiated, review slots are automatically assigned, managers and employees are notified, reminders are sent, reports are generated and archived, and compliance records are maintained — reducing manual overhead, avoiding missed review periods, and maintaining HR compliance.

Trigger Conditions

2.1. Automated triggers based on hire anniversary date, appraisal cycle, or manager request.
2.2. Automate initiation via HRIS data, calendar recurrence, or completion of prior HR workflow.
2.3. Manual trigger option for unscheduled or ad-hoc reviews.

Platform Variants

3.1. Microsoft Outlook Calendar
• Setting: Automate creating recurring review events using Graph API `/me/events` endpoint; auto-email invites.
3.2. Google Calendar
• Setting: Automate booking appraisal meetings via Google Calendar API `events.insert`; configure permission-based access for managers.
3.3. BambooHR
• Setting: Automatedly trigger using BambooHR "Employee Changed" webhook and create review tasks via API `/reviews`.
3.4. Workday
• Setting: Automate job requisition review scheduling using Workday API “Put_Performance_Review_Process”.
3.5. Slack
• Setting: Automated direct notifications or reminders to reviewees/reviewers using Slack Bot User OAuth Token to send scheduled messages.
3.6. Zoom
• Setting: Automate meeting bookings for virtual reviews via Zoom API `meetings/create`.
3.7. Google Forms
• Setting: Automate generation and assignment of feedback forms using Google Forms API; results are auto-collected.
3.8. Microsoft Teams
• Setting: Automate scheduled appraisal session reminders using Microsoft Graph `/chat/messages` endpoint.
3.9. DocuSign
• Setting: Automated distribution and tracking of appraisal documents for e-signature using DocuSign’s Envelopes::create and Envelopes::list APIs.
3.10. Salesforce
• Setting: Automate record linkage with employee objects and trigger next-step workflows using Process Builder.
3.11. SAP SuccessFactors
• Setting: Automate goal review cycle with SuccessFactors Performance Management OData API.
3.12. Asana
• Setting: Auto-create review tracking tasks and set deadlines using Asana API `tasks.createInWorkspace`.
3.13. Trello
• Setting: Automate review cards assignment with Trello API `cards_POST`; auto-move on status update.
3.14. HubSpot
• Setting: Automate alerts and follow-ups for performance reviews via HubSpot Workflows and Task API.
3.15. Gusto
• Setting: Automatedly flag appraisal milestone dates via Gusto Custom Reminders endpoint.
3.16. Monday.com
• Setting: Use Monday.com API to auto-create and update appraisal boards/items based on HR triggers.
3.17. Jira
• Setting: Automated creation of HR review issues with Jira REST `/issue` endpoint; assign, label, and auto-update on completion.
3.18. ClickUp
• Setting: Automate review process list and reminders through ClickUp API `/task`.
3.19. Zoho People
• Setting: Automate appraisal workflows via Zoho People API `Initiate Appraisal Cycle`.
3.20. Oracle HCM Cloud
• Setting: Automate automated launch of review cycle using HCM REST API `performanceDocuments/createPerformanceDocument`.
3.21. ADP Workforce Now
• Setting: Sync and automate review schedules through ADP Event Notification and Workflow API.
3.22. Notion
• Setting: Automate reminders and review templates for performance cycles using Notion API `/pages`.
3.23. Mailgun
• Setting: Automated custom email notifications for appraisal events via Mailgun API `messages.send`.
3.24. Box or Google Drive
• Setting: Auto-save completed review forms and feedback docs in relevant folders using respective APIs.

Benefits

4.1. Automates repetitive HR workflow, saving time and reducing manual tracking errors.
4.2. Ensures consistent, compliant, and timely review cycles across all employees.
4.3. Automated reminders and notifications reduce missed deadlines and increase participation.
4.4. Centralized access and automated archiving enhance audit readiness and knowledge retention.
4.5. Automated analytics/reporting for leadership to monitor and improve HR performance review processes.