Human Resources and OnboardingPurpose
1.2. Reduce manual effort by automating scheduling, reminders, and escalation for managers, HR, and employees.
1.3. Support integration with HRIS, communication platforms, and document storage for holistic reviews and audits.
1.4. Track completion rates and escalate overdue actions to C-level or compliance if necessary.
Trigger Conditions
2.2. Event-based: Employee role changes, end of probation, project completion, or certification updates.
2.3. Data change: Updated personal info in HRIS or changes in department assignment.
Platform Variants
3.1. Microsoft Outlook Calendar
• Feature/Setting: Schedule automated review invites using Graph API (“/me/events”).
• Sample: POST /me/events with recurrence and attendee parameters.
3.2. Google Calendar
• Feature/Setting: Auto-create event via Calendar API (“events.insert”).
• Sample: Schedule recurring meeting with start/end, attendees, and reminders set.
3.3. Slack
• Feature/Setting: Send channel or DM reminders with chat.postMessage.
• Sample: Automated POST to #hr-notifications channel upon trigger.
3.4. Microsoft Teams
• Feature/Setting: Bot to send adaptive cards or chat message via Graph API (“/chats/messages”).
• Sample: Scheduled message to HR group with actionable review link.
3.5. Jira
• Feature/Setting: Auto-create performance review task via REST API (“/issue”).
• Sample: POST with summary, assignee (manager), and deadline fields.
3.6. Asana
• Feature/Setting: New review task with deadlines via Tasks API.
• Sample: POST /tasks with workspace, due_on, and assignee for each employee.
3.7. BambooHR
• Feature/Setting: Initiate performance review cycle via BambooHR API (“/openRequests”).
• Sample: POST to start cycle and notify employees via email.
3.8. Workday
• Feature/Setting: Launch performance process via Public Web Services (“PerformanceReview” object).
• Sample: API trigger to assign review template per role.
3.9. SAP SuccessFactors
• Feature/Setting: OData API to trigger “Performance Review” workflow.
• Sample: POST to “/odata/v2/PerformanceReview” based on employee attributes.
3.10. ServiceNow
• Feature/Setting: Create HR task and send notification (“sn_hr_core_task” table).
• Sample: Insert task and send email/SMS notification for action required.
3.11. Trello
• Feature/Setting: Automated card creation in “Reviews” board via Cards API.
• Sample: POST /1/cards for due date and checklist for review steps.
3.12. ClickUp
• Feature/Setting: Create review task via Task API (“/task”).
• Sample: Assign to reviewer, set due date, and automate reminder comments.
3.13. Monday.com
• Feature/Setting: New item in “Performance Reviews” board via GraphQL API.
• Sample: Schedule review cycles as timeline columns for visibility.
3.14. Salesforce
• Feature/Setting: Trigger review assignment in HR app via REST API (“/services/data/vXX.X/sobjects/Task/”).
• Sample: Auto-create Task with due date and notification.
3.15. Zendesk
• Feature/Setting: Generate HR ticket and automated workflow for overdue reviews.
• Sample: POST /api/v2/tickets.json with tags and group assignment to HR.
3.16. DocuSign
• Feature/Setting: Send template review acknowledgement for signature (“Envelopes API”).
• Sample: Create envelope with recipient email and review PDF.
3.17. DocuWare
• Feature/Setting: Store signed reviews with API (“/Documents/Upload”).
• Sample: POST signed review form with metadata on completion.
3.18. SendGrid
• Feature/Setting: Email reminders and escalation notices via Mail Send API.
• Sample: Scheduled POST to /mail/send with dynamic recipients.
3.19. Twilio
• Feature/Setting: SMS review reminders via Messages API.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json.
3.20. Zapier
• Feature/Setting: Workflow orchestration for multi-app reminders using scheduled triggers.
• Sample: Schedule trigger, filter by department, send messages to chosen channels.
3.21. HubSpot
• Feature/Setting: Trigger internal task and notification for reviews via Workflows API.
• Sample: POST workflow event with employee and reviewer context.
3.22. Paylocity
• Feature/Setting: API or HR actions to trigger and notify performance review cycle.
• Sample: POST review initiation and employee alert via webhooks.
Benefits
4.2. Frees HR and management from repetitive manual scheduling and follow-ups.
4.3. Centralizes audit trails and communication for transparency and accountability.
4.4. Boosts organizational morale via timely, consistent feedback and recognition.
4.5. Integrates flexibly across diverse HR, communication, and workflow platforms used in the aviation industry.