Performance review reminders and tracking

Purpose

1.1. Automate performance review reminders and tracking for Alsace restaurant ensuring all staff receive timely notifications, reviews are scheduled regularly, feedback is collected properly, compliance is maintained, deadlines are tracked, and actionable follow-up procedures are enforced with minimal manual intervention.

Trigger Conditions

2.1. Predefined review periods (e.g., quarterly, annually).
2.2. Employee work anniversaries or completion of probation.
2.3. Manual HR scheduling of review cycles.
2.4. Changes in staff roles or promotions.
2.5. After feedback or disciplinary actions logged.

Platform Variants

3.1. Microsoft Teams
• Feature/Setting: Use 'Scheduled Cloud Flow' with Teams API to send channel reminders for staff reviews.

3.2. Slack
• Feature/Setting: Configure Workflow Builder to push direct review reminder messages and generate tracking threads.

3.3. Google Calendar
• Feature/Setting: Use Google Calendar Events API to auto-create recurring review events and reminders.

3.4. Outlook 365
• Feature/Setting: Calendar API for automated calendared invites; send notification emails via Outlook Mail Send API.

3.5. Gmail
• Feature/Setting: Use Gmail API to send templated email reminders to employees and managers.

3.6. Twilio SMS
• Feature/Setting: Messaging API to deliver SMS reminders to staff for upcoming performance reviews.

3.7. WhatsApp Business API
• Feature/Setting: Automate WhatsApp notifications for review scheduling and completion confirmations.

3.8. BambooHR
• Feature/Setting: Integration with 'Task & Reminders' endpoint to trigger and track review cycles.

3.9. ADP Workforce Now
• Feature/Setting: Use 'Notifications' and 'Tasks' API to push review events and monitor completions.

3.10. Zoho People
• Feature/Setting: Configure Review Module automation for reminders and completion status.

3.11. SAP SuccessFactors
• Feature/Setting: Use 'Performance Review Cycle Scheduling' API for automated reminders and result logging.

3.12. Workday
• Feature/Setting: 'Review Period Management' API for auto-reminder and progress updates.

3.13. Asana
• Feature/Setting: Use the 'Task Creation' and 'Due Date Reminder' API to create and assign review-related tasks.

3.14. Trello
• Feature/Setting: Automate card creation for each review phase and trigger notifications with due dates.

3.15. Monday.com
• Feature/Setting: Template automation for tracking and notifying staff about reviews via board items and statuses.

3.16. Notion
• Feature/Setting: Database automation to set review dates, auto-notify with reminders.

3.17. ClickUp
• Feature/Setting: Use recurring task automation and custom notifications for review tracking.

3.18. Salesforce
• Feature/Setting: Workflow automation to send review reminders and trigger follow-up tasks.

3.19. Zoho CRM
• Feature/Setting: Scheduler module for periodic task reminders tied to employee records.

3.20. Google Sheets
• Feature/Setting: Use Apps Script triggers to email reminders based on date columns for upcoming reviews.

3.21. HubSpot
• Feature/Setting: Workflow automation to assign tasks, send reminders, and monitor completion.

3.22. Intercom
• Feature/Setting: Automated messaging triggers for review notifications and staff confirmations.

3.23. Mailchimp
• Feature/Setting: Email campaign automation for batch review reminders to all staff.

3.24. Freshteam
• Feature/Setting: Interview and review scheduling tool’s trigger to notify and track completion.

3.25. Zoho Mail
• Feature/Setting: Workflow rules for auto-emailing reminders based on calendar events.

Benefits

4.1. Ensures no staff review is overlooked, enhancing compliance and performance tracking.
4.2. Reduces HR administrative effort, freeing time for higher value tasks.
4.3. Improves review timeliness and completion rates.
4.4. Provides reliable audit trails for HR processes.
4.5. Boosts employee engagement and clarity on feedback cycles.