HR & Internal OperationsPurpose
1. Automate engineering consultants’ performance review and feedback workflows for scheduling, collecting, analyzing, storing, and reporting on employee performance and feedback data.
2. Automatedly streamline review cycles for continuous feedback, monitor KPIs, trigger surveys, and notify supervisors based on role, project, or interval.
3. Ensure HR compliance by automating reminders, documentation, version tracking, and integration of feedback into talent development strategies.
Trigger Conditions
1. Automated review cycle deadlines (quarterly, annually, project-based milestones).
2. Employee promotion or project completion events detected by HRIS.
3. Automated triggers from time-based schedules or workflow actions (submission of project deliverables).
4. Manager or HR personnel initiates feedback automation on demand.
Platform Variants
1. Microsoft Power Automate
- Feature/Setting: Scheduled cloud flow; auto-trigger on SharePoint or Teams event for review form dispatch.
2. Zapier
- Feature/Setting: Google Forms new response; auto-send to Slack/HR email; automated Zap workflows.
3. Google Apps Script
- Feature/Setting: Time-driven trigger; automate Google Sheets and Forms for data collection and reminders.
4. BambooHR
- Feature/Setting: Workflow API; automate performance management module to distribute, collect, rank feedback.
5. Workday
- Feature/Setting: Workday Studio integration; automate talent/performance review launch and aggregation.
6. Greenhouse
- Feature/Setting: Greenhouse API; automate interview feedback forms to HR for engineering roles.
7. SurveyMonkey
- Feature/Setting: Webhook integration; auto-dispatch survey links, aggregate data into HRIS.
8. Qualtrics
- Feature/Setting: Automated survey distribution via API with scheduled feedback checks.
9. Slack
- Feature/Setting: Workflow Builder; automate direct message reminders for feedback completion.
10. Microsoft Teams
- Feature/Setting: Adaptive Card automation to prompt and collect responses via Teams chat.
11. Salesforce
- Feature/Setting: Process Builder/API; automate appraisal form assignment and feedback capture.
12. Trello
- Feature/Setting: Butler automation; create review cards when deadlines or events occur.
13. Asana
- Feature/Setting: Rules engine; auto-assign review tasks to users based on HR triggers.
14. Jira
- Feature/Setting: Automation rule; triggers on project completion to launch feedback cycle.
15. DocuSign
- Feature/Setting: Automated form distribution and signature workflow for review documents.
16. G Suite (Gmail, Google Calendar, Google Drive)
- Feature/Setting: Automated draft/review send-outs, calendar scheduling, and Drive storage via Apps Script.
17. Monday.com
- Feature/Setting: Automate column items and updates, notify team via recipes for review cycles.
18. Notion
- Feature/Setting: Automate database change, trigger feedback form for new hires or projects.
19. HubSpot
- Feature/Setting: Workflow automation for performance survey distribution and data collection.
20. Oracle HCM
- Feature/Setting: Automated performance review module using REST API to launch and update reviews.
21. Freshservice
- Feature/Setting: Alert automator for escalated feedback and report generation workflows.
22. SAP SuccessFactors
- Feature/Setting: API-enabled process for launching, collecting, and archiving feedback forms.
Benefits
1. Automates repetitive HR tasks, freeing resources for more strategic initiatives.
2. Ensures consistency in performance review cycles and automatable compliance tracking.
3. Increases survey response rates with automated reminders and streamlined feedback loops.
4. Enables data-driven, automated decision-making in talent development and objective setting.
5. Reduces human error and ensures version control by automating document management.
6. Improves employee engagement through automated, timely feedback and visibility.
7. Saves time by automating the scheduling, collection, analysis, and reporting of performance data.