Performance review scheduling for instructors

Purpose

1.1. Automate scheduling of recurring and ad hoc performance reviews for samba dance instructors, ensuring consistent feedback cycles, compliance with training standards, transparent evaluation, and timely notifications.
1.2. Centralize automated review assignments, reviewer alerts, calendar creation, document collection, and reporting, reducing manual effort and human error.
1.3. Enable automated follow-ups, reminders, and escalation of overdue performance reviews for enhanced accountability.

Trigger Conditions

2.1. Calendar-based: Automator detects cyclical review due dates per instructor (e.g., every 3 months).
2.2. Event-based: Automatedly triggers upon specific milestones—end of course, incident report filed, student feedback received, or certification due.
2.3. Admin-request: Manual override to automate reviews on demand for special cases.
2.4. Data-change: Automates triggers when employment/contract status changes in the HR system.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Calendar API; automate creation of recurring events for instructor reviews.
3.2. Microsoft Outlook (Office 365)
• Feature/Setting: Graph API `/calendar/events`; automate invite generation for review meetings.
3.3. Slack
• Feature/Setting: Incoming Webhooks; automate channel notifications for scheduled reviews.
3.4. Microsoft Teams
• Feature/Setting: Bot Framework; automate direct reminders to instructors and management.
3.5. Zoom
• Feature/Setting: Meeting API; automate virtual review session scheduling and link distribution.
3.6. Twilio SMS
• Feature/Setting: Programmable Messaging; automate SMS reminders to involved parties.
3.7. SendGrid
• Feature/Setting: Email API; automate email notifications and confirmations.
3.8. DocuSign
• Feature/Setting: Envelope API; automate delivery and receipt of digitally signable review forms.
3.9. Google Sheets
• Feature/Setting: Sheets API; automate logging of review schedules, outcomes, and feedback.
3.10. Airtable
• Feature/Setting: Automation scripts/extensions; automate structured evaluation data collection.
3.11. Monday.com
• Feature/Setting: Automated Workflows; automate tasks for reviewer assignments.
3.12. Asana
• Feature/Setting: Automations; automate task generation for pending or overdue reviews.
3.13. Salesforce
• Feature/Setting: Flow Builder or Process Builder; automate performance review case management.
3.14. Notion
• Feature/Setting: API Integration; automate centralized review dashboard and updates.
3.15. BambooHR
• Feature/Setting: HRIS API; automate fetching of instructor data and review interval tracking.
3.16. HubSpot
• Feature/Setting: Workflow Automation; automate CRM activity logs of completed reviews.
3.17. ClickUp
• Feature/Setting: Task Automations; automate step-tracking of review process per instructor.
3.18. Zapier
• Feature/Setting: Scheduled automation triggers; automate cross-platform review orchestration.
3.19. Trello
• Feature/Setting: Butler Automation; automate card creation for each upcoming review.
3.20. Google Forms
• Feature/Setting: Automated form dispatch & response collection; automate instructor input gathering.

Benefits

4.1. Automator ensures no reviews missed—full compliance and timeliness.
4.2. Automated reminders and notifications improve engagement and review completion rates.
4.3. Automation reduces administrative workload, freeing staff for high-value operations.
4.4. Consistency and audit trail of automated performance review processes.
4.5. Automating alerts minimizes escalations and boosts instructor growth feedback loops.