Performance feedback and evaluation scheduling

Purpose:

1.1. Ensure regular, automated gathering and scheduling of performance feedback for instructors and staff.
1.2. Optimize periodic performance reviews, reducing manager workload and ensuring compliance with internal HR cycles.
1.3. Streamline evaluator assignments, notification delivery, and calendar synchronization for all parties.
1.4. Integrate results into HR, training, and payroll systems for improvement tracking and compliance.

Trigger Conditions:

2.1. End of each training cycle or class term.
2.2. Predefined calendar dates (quarterly, monthly, or custom frequency).
2.3. Completion of a specific number of class hours per instructor.
2.4. Manual initiation by management for ad-hoc evaluations.

Platform variants:

3.1. Google Calendar
• Feature/Setting: Use Calendar API to auto-create feedback session events and invite evaluator/staff.
• Sample: POST /calendars/events with structured JSON payload.
3.2. Microsoft Outlook 365
• Feature/Setting: Use Graph API to schedule meetings; auto-email invites to staff.
• Sample: POST /me/events endpoint with event properties.
3.3. Slack
• Feature/Setting: Use Reminders API or chat.scheduleMessage for feedback prompts to designated channels.
• Sample: POST /reminders.add with text and timing info.
3.4. Zoom
• Feature/Setting: Use Meetings API to auto-schedule feedback calls; send join info via webhook.
• Sample: POST /users/{userId}/meetings.
3.5. Salesforce
• Feature/Setting: Use Workflow Rules to trigger tasks or emails for scheduled reviews.
• Sample: Process automation flow to create “Evaluation Task”.
3.6. BambooHR
• Feature/Setting: Use Time Off/Review API to log performance review schedules.
• Sample: POST /api/gateway.php/{company}/v1/review.
3.7. Trello
• Feature/Setting: Use Cards API to make feedback checklist cards on board.
• Sample: POST /1/cards with checklist for each instructor.
3.8. Asana
• Feature/Setting: Rules to auto-assign performance review tasks at cadence.
• Sample: POST /tasks with recurrence setting.
3.9. Notion
• Feature/Setting: Use integration API to create/update feedback database entries; set reminder properties.
• Sample: PATCH /pages with “Review date”, “Instructor”.
3.10. Google Forms
• Feature/Setting: Auto-generate feedback forms for each session; send links via email.
• Sample: Use Forms API to create responses and trigger send actions.
3.11. Typeform
• Feature/Setting: Triggered survey creation for evaluations; send via auto-email.
• Sample: Create form and schedule “send” through API.
3.12. Zendesk
• Feature/Setting: Create evaluation ticket for each term/session.
• Sample: POST /api/v2/tickets.json with subject “Instructor Evaluation”.
3.13. Mailchimp
• Feature/Setting: Scheduled email campaigns for performance review or reminders.
• Sample: POST /automations/{workflow_id}/emails.
3.14. Twilio SMS
• Feature/Setting: SMS alert when feedback session is due; send follow-ups.
• Sample: POST /Messages with evaluator/staff numbers.
3.15. HubSpot
• Feature/Setting: Automation workflow to assign evaluation tasks and email follow-ups.
• Sample: POST /crm/v3/objects/tasks.
3.16. Monday.com
• Feature/Setting: Automations to create staff review items on recurring schedule.
• Sample: Create workflow: “On date, create item in board: Evaluations.”
3.17. ClickUp
• Feature/Setting: Recurring task setup for reviews; assigned to specific managers.
• Sample: Use Recurring Settings in Task API.
3.18. Airtable
• Feature/Setting: Record creation for each scheduled feedback session; automated reminders.
• Sample: POST /v0/{base}/Feedback.
3.19. SAP SuccessFactors
• Feature/Setting: Integration with Performance & Goals API to schedule periodic reviews.
• Sample: POST /odata/v2/PerformanceReview.
3.20. Paycom
• Feature/Setting: Use review schedule module to automate evaluator assignments/calendar blocks.
• Sample: Schedule review via API or importer.
3.21. Workday
• Feature/Setting: Business process automation for scheduling, tracking, and documenting evaluations.
• Sample: Call “Create Performance Review” via API.

Benefits:

4.1. Eliminates manual scheduling and oversight errors.
4.2. Ensures consistency and compliance with review cycles.
4.3. Enhances experience for staff and management through timely notifications.
4.4. Integrates performance data across HR, payroll, and training platforms for closed-loop improvement.
4.5. Reduces resource overhead in evaluation administration.
4.6. Improves transparency and documentation for audit and feedback purposes.