Annual Performance Review Scheduling

Purpose

 1.1. Centralizes and automates scheduling of employee annual performance reviews, ensuring consistent compliance across units.
 1.2. Reduces HR administrative burden by eliminating manual scheduling, reminders, and tracking for annual reviews.
 1.3. Provides audit trails for all review invitations and completions, supporting regulatory and corporate compliance.
 1.4. Facilitates integration with organization calendars, email, HR, and messaging tools for cross-channel notifications.
 1.5. Enables customizable scheduling windows, reviewer assignments, and escalations for overdue reviews.
 1.6. Supports pre-populated review documentation workflows and secure feedback exchange.

Trigger Conditions

 2.1. Employee hiring anniversary or pre-set organization-wide annual review window.
 2.2. Changes in employee role or department requiring mid-cycle review.
 2.3. Manual intervention by HR admin requesting ad-hoc review scheduling.
 2.4. Scheduled batch runs for mass rescheduling due to policy updates.
 2.5. API webhook from HRIS or ERP identifying employees reaching review eligibility.

Platform Variants (Each with Feature/Setting and Configuration Sample)

 3.1. Microsoft Outlook Calendar
  - API: Calendar API — CreateEvent; configure with employee email, scheduled date, and recurrence.
 3.2. Google Calendar
  - API: Events.insert; fields for attendee, time slot, description pre-filled with performance review link.
 3.3. Zoom
  - API: Meetings.create; set topic as “Annual Review”, assign HR and employee, auto-send invite.
 3.4. Slack
  - Feature: Reminders.create; schedule DM to employee and reviewer with date, custom message.
 3.5. Microsoft Teams
  - API: createOnlineMeeting; assign participants, time, and add agenda attachment.
 3.6. Workday
  - API: PUT ReviewSchedule; filter by employee eligibility, auto-notify primary reviewer.
 3.7. BambooHR
  - API: POST timeOff/request; utilize custom field for review scheduling, send notifications.
 3.8. SAP SuccessFactors
  - API: POST PerformanceReviewRequest; pass employeeID, reviewPeriod, reviewerID.
 3.9. Asana
  - Feature: Task.create; due date as review date, assign both employee and HR, auto-reminder enabled.
 3.10. Trello
  - API: Cards.create; board “Annual Reviews”, checklist with required documents.
 3.11. Wrike
  - API: POST tasks; fields: reviewer, reviewee, scheduled date, attachments for templates.
 3.12. Google Forms
  - API: Forms.create; pre-fill with employee and reviewer, email form upon event trigger.
 3.13. DocuSign
  - API: Envelope.create; send sign-off request after review completion detected.
 3.14. SendGrid
  - API: Mail.send; compose templated email reminder on set schedule.
 3.15. Twilio SMS
  - API: Messages.create; mobile number, custom reminder text scheduled one week in advance.
 3.16. Calendly
  - API: EventType.create; enable staff to select mutually available slots linked to HR calendars.
 3.17. Monday.com
  - API: Item.create; board “Performance Reviews”, update status columns by trigger.
 3.18. Salesforce
  - API: createEvent; populate account and contact records, set event as “Annual Performance Review”.
 3.19. Zoho People
  - API: createPerformanceCycle; auto-initiate cycle for list of users, status update callback configured.
 3.20. Gmail
  - API: Users.messages.send; auto-generate calendar invites and reminders with action links.

Benefits

 4.1. Reduction in manual tracking and scheduling for HR.
 4.2. Compliance with annual review policies and audit requirements.
 4.3. Improved timeliness and higher completion rates for performance reviews.
 4.4. Enhanced employee and manager experience with clear, consistent communication.
 4.5. Integration flexibility with existing HR and communication systems for scalability.