Staff and Resource Management**Purpose**
1.2. Ensure all staff are evaluated periodically, feedback is managed efficiently, documentation is stored securely, and managers are reminded to complete reviews on time.
1.3. Centralize performance review information and automate notifications, calendar events, and document management.
**Trigger Conditions**
2.2. Scheduled dates (e.g., 6-month, annual review).
2.3. Workflow event (e.g., change in staff role, manager assignment).
2.4. Staff request for feedback or self-review submission.
2.5. HR importing a staff roster or updating employee data.
**Platform Variants**
• Feature: Automated event creation via Microsoft Graph API.
• Sample: Use `/me/events` endpoint with JSON payload for review meetings.
3.2. Google Calendar
• Feature: Event scheduling via Calendar API.
• Sample: Insert events with attendance and reminders using `events.insert`.
3.3. Slack
• Feature: Direct notification via Slack API chat.postMessage.
• Sample: Configure by posting to channel or DM when review is due.
3.4. Microsoft Teams
• Feature: Message alert through Teams API webhook.
• Sample: Send actionable messages triggered by upcoming review dates.
3.5. Zendesk
• Feature: Internal ticket creation for review tasks.
• Sample: Use API endpoint `/api/v2/tickets` for creating action items.
3.6. BambooHR
• Feature: Update performance module via BambooHR API.
• Sample: Trigger review cycles through `POST /employee/{id}/performance`.
3.7. Workday
• Feature: Performance process launch with Workday API.
• Sample: Configure business process automation for scheduled reviews.
3.8. ADP Workforce Now
• Feature: Employee event automation via ADP APIs.
• Sample: Post review data to manage checklist tracking.
3.9. G Suite Email (Gmail API)
• Feature: Automated review reminder email.
• Sample: `messages.send` endpoint with personalized body.
3.10. Asana
• Feature: Task creation via Asana API for reviewers.
• Sample: `POST /tasks` with due dates and assignees.
3.11. Trello
• Feature: Card automation for reviews with Trello API.
• Sample: `POST /1/cards` to board list named "Upcoming Reviews".
3.12. Zoho People
• Feature: Review workflow trigger via Zoho API.
• Sample: Use `POST /performance/reviewSchedules` to generate schedules.
3.13. Salesforce
• Feature: Task event creation via Salesforce REST API.
• Sample: `POST /services/data/vXX.X/sobjects/Task` for review reminders.
3.14. Monday.com
• Feature: Automated board item for HR workflows via API.
• Sample: `mutation create_item` to board for scheduled reviews.
3.15. SAP SuccessFactors
• Feature: Performance forms distributed with SF API.
• Sample: Use Performance Review Form API to launch new cycle.
3.16. Zoom
• Feature: Calendar invite and meeting link generation via Zoom API.
• Sample: `POST /users/{userId}/meetings` for review sessions.
3.17. DocuSign
• Feature: E-signature for review documents via API.
• Sample: Create review form envelope with `POST /envelopes`.
3.18. SharePoint
• Feature: Document library update via SharePoint REST API.
• Sample: Upload completed reviews to folders with metadata.
3.19. ServiceNow
• Feature: HR task creation with ServiceNow APIs.
• Sample: `POST /api/now/table/task` for review tracking.
3.20. Notion
• Feature: Page or database item with Notion API.
• Sample: Create or update record for staff review using `PATCH /pages`.
**Benefits**
4.2. Ensures timely and consistent performance review cycles.
4.3. Improves transparency, accountability, and staff satisfaction.
4.4. Centralizes records and securely archives review documents.
4.5. Supports managers with proactive notifications and easy access to review materials.