Skip to content

Purpose

1.1. Automate the collection, management, and analysis of employee performance appraisal surveys for golf cart shops to improve HR processes.
1.2. Ensure consistent, unbiased, and timely feedback cycles for all employees, aiding automated talent management and objective evaluation.
1.3. Automated notification, data collation, reporting, and follow-up actions are generated from responses to streamline review cycles and compliance.

Trigger Conditions

2.1. Pre-scheduled performance review period (monthly, quarterly, annually).
2.2. New employee completion of probation triggers automated survey.
2.3. Manager or HR submission for ad-hoc appraisal surveys.
2.4. Employee promotion or role change event automatedly initiates survey.

Platform Variants

3.1. Microsoft Forms
• Feature/Setting: Automated survey creation and dispatch using Microsoft Graph API; auto-notify completion.
3.2. Google Forms
• Feature/Setting: Automated form generation via Google Forms API; auto-collect and export responses to Sheets.
3.3. SurveyMonkey
• Feature/Setting: Use the Create Survey API for automated survey distribution and Webhooks for event-based completion tracking.
3.4. Typeform
• Feature/Setting: Deploy surveys through automated Typeform API calls; use Webhooks for automated response aggregation.
3.5. Zoho Survey
• Feature/Setting: Automated survey launch via Zoho Survey API; real-time integrations for response automation.
3.6. JotForm
• Feature/Setting: Automated template cloning and assignment using JotForm API; monitor submissions in real time.
3.7. Slack
• Feature/Setting: Deploy appraisal surveys with Workflow Builder; Slack API for automated reminders and results sharing.
3.8. Google Workspace (Apps Script)
• Feature/Setting: Build Apps Script for automating survey creation, email triggers, and results collation in Sheets.
3.9. HubSpot
• Feature/Setting: Automated email workflow for survey delivery; Contacts API for syncing appraisal schedules.
3.10. Airtable
• Feature/Setting: Automate form attachments and result parsing using Airtable Automations and API.
3.11. BambooHR
• Feature/Setting: Launch automated performance surveys and leverage the BambooHR API for onboarding/offboarding automation.
3.12. Workday
• Feature/Setting: Automated initiation of review tasks using Workday Web Services (WWS) APIs.
3.13. SAP SuccessFactors
• Feature/Setting: Automate performance cycle surveys via SuccessFactors OData APIs.
3.14. Monday.com
• Feature/Setting: Deploy, assign, and automate reminders for survey pulses using Monday.com API and Automations.
3.15. Trello
• Feature/Setting: Trigger automated survey links through Trello Automation (Butler); card due dates for scheduling.
3.16. Salesforce
• Feature/Setting: Use Salesforce Flow for automating survey invitations and Einstein Analytics for result insights.
3.17. Mailchimp
• Feature/Setting: Automated campaign launches with embedded surveys; API for dynamic list segmentation.
3.18. Zoho People
• Feature/Setting: Automate appraisal surveys inside appraisal cycles via Zoho People API and custom workflows.
3.19. ClickUp
• Feature/Setting: Trigger automated tasks for survey completion; ClickUp API for workflow triggers.
3.20. Asana
• Feature/Setting: Use Asana Rules to automate survey task assignment and set up survey reminders.
3.21. Power Automate
• Feature/Setting: Build flows to automatically send surveys and process responses across integrated HR systems.
3.22. DocuSign
• Feature/Setting: Automate electronic acknowledgment of performance reviews using DocuSign API.
3.23. Outlook
• Feature/Setting: Automate email-based survey invitations, reminders, and calendar scheduling using Outlook Graph API.
3.24. Qualtrics
• Feature/Setting: Automate survey workflows, launch, and results export using Qualtrics API triggers.

Benefits

4.1. Automate feedback collection while ensuring higher participation and timely response rates.
4.2. Automatedly generate anonymized, statistically valid performance data for HR analysis.
4.3. Drive process compliance by automating survey timing and follow-up automator reminders.
4.4. Significantly reduce HR administrative workload through automation.
4.5. Enable data-driven automated employee development and recognition programs.
4.6. Facilitate faster, unbiased, and more actionable HR decisions with automation in place.

Leave a Reply

Your email address will not be published. Required fields are marked *