Human Resources & AdminPurpose
1.2. Ensure timely and uniform process by automating notifications, confirmations, calendar bookings, reminders, and record-keeping.
1.3. Automate collection of feedback, completion tracking, document archiving, and compliance auditing across all departments.
1.4. Improve efficiency, reduce HR workload, and minimize scheduling errors through automating decision-based logic.
1.5. Facilitate integration with payroll, ERP, and internal communication systems for seamless process continuity.
Trigger Conditions
2.2. Approaching set review period (30/60/90/180/365 days since last review).
2.3. Departmental or supervisor change, auto-scheduling for new reviewer.
2.4. Manual trigger from HR dashboard for off-cycle review.
2.5. External evaluation criteria or compliance update event.
Platform Variants
3.1. Microsoft Outlook/Exchange
- Feature/Setting: Calendar API — automate meeting creation, send invites to employee and supervisor.
3.2. Google Workspace
- Feature/Setting: Google Calendar API — automated event insertion, email and pop-up reminders.
3.3. Slack
- Feature/Setting: Events API + Chat.postMessage — automatably notify staff and HR, collect RSVP.
3.4. Microsoft Teams
- Feature/Setting: Create Online Meeting API — send meeting link and calendar block.
3.5. BambooHR
- Feature/Setting: Time Off/Events API — trigger performance review workflows for selected users.
3.6. Workday
- Feature/Setting: Business Process Task Automation — scheduled task launches for assigned reviews.
3.7. SAP SuccessFactors
- Feature/Setting: Employee Central API — automate scheduling based on employee state changes.
3.8. ServiceNow HR Service Delivery
- Feature/Setting: Flow Designer — automated review ticket creation, reminder tasks.
3.9. Trello
- Feature/Setting: Card Automation — create review task cards with automated reminders.
3.10. Jira
- Feature/Setting: Automation for Jira — dispensing recurring review issues to HR project board.
3.11. Monday.com
- Feature/Setting: Automation recipes — when date arrives, notify, assign, or collect documentation.
3.12. Notion
- Feature/Setting: Database API — auto-create and update review records on workflow status.
3.13. ClickUp
- Feature/Setting: Reminder Automation — send timed alerts/assessments to employees.
3.14. Zoho People
- Feature/Setting: Scheduler API — automate review cycles, e-mail reminders.
3.15. Asana
- Feature/Setting: Rules Automation — upon due dates, auto-create review subtasks, send notifications.
3.16. Google Forms
- Feature/Setting: Form triggers for evaluation — send out forms, automate collating responses.
3.17. DocuSign
- Feature/Setting: Envelope API — dispatch review sign-off documents automatically.
3.18. Twilio
- Feature/Setting: SMS API — automated reminders about review meetings.
3.19. SendGrid
- Feature/Setting: Campaign Automation — auto-send bulk review notifications.
3.20. Zapier
- Feature/Setting: Multi-step workflow automation — link triggers across related HR apps.
3.21. Salesforce
- Feature/Setting: Process Builder — automate performance review process flow integration.
3.22. Oracle HCM Cloud
- Feature/Setting: HCM Events API — trigger performance review process based on HR data event.
3.23. Greenhouse
- Feature/Setting: Scheduled Tasks API — automate post-hire review scheduling.
Benefits
4.2. Ensures compliance by automatedly archiving review records and audit trails.
4.3. Reduces missed or delayed reviews by automated reminders and calendar syncing.
4.4. Standardizes process steps for all staff and automates multi-departmental coordination.
4.5. Scalable, audit-friendly automation for high-volume HR review scenarios.
4.6. Easily integrates with existing HR, payroll, and ERP systems via automatable APIs and event triggers.
4.7. Enhances data-driven HR decision-making by automating feedback collection and analytics integration.