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Scheduled performance appraisal reminders

Purpose

1.1. Ensure timely and consistent communication to managers and employees regarding performance appraisal schedules.
1.2. Minimize missed appraisals and support compliance with corporate evaluation policies.
1.3. Automate repeated HR communication to reduce manual follow-ups and administrative workload.
1.4. Integrate performance management cycles with corporate calendars and internal comms channels.
1.5. Enable flexible reminder logic based on roles, departments, and appraisal types, tailored for alcohol manufacturer corporate needs.

Trigger Conditions

2.1. Approaching scheduled performance appraisal dates (configurable X days prior).
2.2. Specific cycles (quarterly, biannual, annual) as defined in HRIS or calendar.
2.3. Pending completion status on appraisal forms per user/manager.
2.4. Manual or bulk initiation by HR for unscheduled/special reviews.
2.5. Detection of incomplete appraisals after deadline expiry.

Platform Variants

3.1. Microsoft Outlook
• Feature/Setting: Use Outlook Calendar API to trigger email reminders. Configure via Microsoft Graph 'calendarView' and 'sendMail' endpoints.
3.2. Google Workspace
• Feature/Setting: Use Google Calendar API event notifications; configure 'push notifications' and 'Gmail API' for reminder messages.
3.3. Slack
• Feature/Setting: Use Slack Reminders API or Workflow Builder to push direct message reminders to designated channels.
3.4. Microsoft Teams
• Feature/Setting: Use Teams Graph API 'chatMessage/send' for scheduled reminders to managers and HR channels.
3.5. Twilio
• Feature/Setting: Use Twilio SMS and Programmable Messaging API; configure 'Messages' endpoint for SMS alerts.
3.6. SendGrid
• Feature/Setting: Use SendGrid 'Mail Send' API for scheduled email notification batches.
3.7. HubSpot
• Feature/Setting: Use HubSpot Workflows; configure 'Delay' plus 'Send Email' or 'Create Task' actions.
3.8. Zoho People
• Feature/Setting: Use Zoho People 'Custom Functions' with 'Reminders' API for automated notifications.
3.9. BambooHR
• Feature/Setting: Use BambooHR 'Reminders' and 'Events' API to push reminders to task lists/email.
3.10. Workday
• Feature/Setting: Use Workday Business Process Framework; configure 'Send Notification Step' within appraisal workflow.
3.11. SAP SuccessFactors
• Feature/Setting: Use SuccessFactors Intelligent Services with 'Email Notification' event, filtered by appraisal calendar.
3.12. Asana
• Feature/Setting: Use Asana 'Tasks' API and 'Reminder' feature to assign tasks to reviewers.
3.13. Monday.com
• Feature/Setting: Use Monday Automations; set up 'date arrives' and 'notification' actions.
3.14. Trello
• Feature/Setting: Use Trello 'Due Date' notifications or Calendar Power-Up for reminders.
3.15. Salesforce
• Feature/Setting: Use Salesforce Flows; configure 'Scheduled Actions' with 'Notification' or 'Task' creation.
3.16. Jira
• Feature/Setting: Use Jira Automation Rules; trigger on 'due date' field in custom HR project.
3.17. Zapier
• Feature/Setting: Create Zap with 'Schedule by Zapier', 'Email' or direct integration with HR apps.
3.18. ClickUp
• Feature/Setting: Use ClickUp 'Reminders' and 'Automations' for workflow-based alerting.
3.19. Kronos
• Feature/Setting: Use Kronos API events to generate reminders on workforce calendar items.
3.20. Freshservice
• Feature/Setting: Use Freshservice 'Workflow Automator' to send alerts based on performance review schedule.
3.21. Gusto
• Feature/Setting: Use Gusto API 'Notifications' for scheduled performance review communications.
3.22. ADP Workforce Now
• Feature/Setting: Use ADP API 'Tasks' and 'Notifications' endpoints linked to HR review dates.

Benefits

4.1. Streamlines HR operations, reducing manual follow-ups and administrative errors.
4.2. Drives appraisal process compliance and timely feedback.
4.3. Boosts transparency and employee engagement within the beverage industry’s regulatory framework.
4.4. Ensures integration with existing IT infrastructure, supporting both on-premises and cloud systems.
4.5. Scalable logic enables adaptation for global or multi-site operations.

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