Purpose
1.2 Ensure timely review cycles for practitioners and admin staff to meet compliance and development goals.
1.3 Centralize performance data collection, feedback, and outcomes for leadership oversight.
1.4 Minimize missed reviews and manual admin while maximizing follow-through for developmental action items.
Trigger Conditions
2.2 New hire reaching review milestones (e.g., 3/6/12 months).
2.3 Direct manager/subordinate or HR initiates ad-hoc review.
2.4 System event such as completion of required training or certifications.
Platform Variants
• Feature: Auto-create calendar event for review meetings.
• Sample: Use Graph API `/v1.0/me/events` with event payload for invite.
3.2 Google Calendar
• Feature: Schedule event with reminders to staff and manager.
• Sample: Use Calendar API `events.insert` with attendees and notification fields.
3.3 Slack
• Feature: Direct message reminders and survey links to staff/managers.
• Sample: Configure `chat.postMessage` via Slack API with timing logic.
3.4 Zoom
• Feature: Auto-generate dedicated Zoom meeting for review.
• Sample: Use Meetings API `POST /users/{userId}/meetings` to create appointment.
3.5 Microsoft Teams
• Feature: Teams channel/meeting scheduler bot notification.
• Sample: Use Graph API `Create OnlineMeeting` for instant scheduling.
3.6 BambooHR
• Feature: Pull review dates and push scheduling updates.
• Sample: Use `/employees/{id}/reviews` endpoint for integrations.
3.7 Asana
• Feature: Task automation for review prep and completion.
• Sample: Create tasks via `/tasks` API endpoint with due dates.
3.8 Trello
• Feature: Card added to “Performance Reviews” board with due date.
• Sample: Use `cards` POST endpoint, tagging employee and manager.
3.9 Zendesk
• Feature: Internal ticket triggers and status-tracking for review cycle.
• Sample: `POST /api/v2/tickets` with ticket type “Internal”.
3.10 Notion
• Feature: New review note/database item auto-creation per cycle.
• Sample: Use API `PATCH /pages` to update review status.
3.11 Jira
• Feature: Create and assign issue or ticket for review process.
• Sample: Use `/rest/api/3/issue` POST to open performance task.
3.12 ClickUp
• Feature: Automate task assignment and deadline reminders.
• Sample: Use Tasks API `POST /task` with performance review template.
3.13 Monday.com
• Feature: Board item added/updated for each review event.
• Sample: Use API `mutations.change_column_values` to schedule item.
3.14 ServiceNow
• Feature: Incident/workflow creation for staff review cycles.
• Sample: Use Table API `POST /now/table/{tableName}` for HR events.
3.15 Salesforce
• Feature: Task and event scheduling with notification triggers.
• Sample: Use REST API `/services/data/v51.0/sobjects/Event/` to create.
3.16 DocuSign
• Feature: Send and collect digital sign-off of review documents.
• Sample: Use REST API `POST /envelopes` to automate delivery.
3.17 Mailchimp
• Feature: Automated group email reminders for multi-employee notices.
• Sample: Use `/messages/send` endpoint with scheduled campaign.
3.18 Zoho People
• Feature: HRMS triggers for performance and scheduling.
• Sample: Use Reviews API `/performance/reviews` to check staff status.
3.19 Intercom
• Feature: In-app prompt for review feedback submission.
• Sample: Use Conversations API `POST /messages` targeting employees.
3.20 HubSpot
• Feature: Workflow automation to send reminders and log review touchpoints.
• Sample: Use Automation API to trigger based on contact properties.
3.21 SAP SuccessFactors
• Feature: End-to-end employee review process scheduling.
• Sample: Employee Central OData API for workflow triggers.
3.22 Smartsheet
• Feature: Row automation and alert for each team review action.
• Sample: Use API `POST /rows` to create and notify.
3.23 Workday
• Feature: Task notification and process workflow for scheduled performance reviews.
• Sample: Use Workday API for Human Capital Management for event initiation and tracking.
Benefits
4.2 Accelerates timely feedback cycles improving team performance.
4.3 Centralizes review data for compliance, tracking, and audit purposes.
4.4 Boosts practitioner development, morale, and HR efficiency.
4.5 Supports multi-location review oversight for larger alternative medicine clinics.