Staff & HR WorkflowsPurpose
1.2. Reduce manual tracking, ensuring timely completion of regular appraisals for all veterinary and support staff.
1.3. Improve employee development by systematically prompting managers and HR to provide feedback.
1.4. Maintain compliance with internal policies for performance management and labor regulations.
1.5. Facilitate continuous HR process improvements through monitoring and analysis of reminders and completion rates.
Trigger Conditions
2.2. Scheduled review completion status is still ‘pending’ or ‘overdue’.
2.3. On employee work anniversary or probation end date.
2.4. Manual initiation by HR for ad-hoc reviews.
2.5. Data update in HRIS reflecting review due.
Platform Variants
3.1. Twilio SMS
• Feature: SMS API – Automated text to staff/manager about pending review
• Config: POST /Messages with staff contact, templated message
3.2. SendGrid
• Feature: Email API – Templated emails to notify review deadlines
• Config: /mail/send with dynamic template data
3.3. Slack
• Feature: Incoming Webhooks – Direct message to relevant Slack channel/user
• Config: POST to webhook URL with message payload
3.4. Microsoft Teams
• Feature: Graph API ChatMessage – Personal/team chat message notification
• Config: /chats/{chat-id}/messages, send JSON with reminder
3.5. Google Calendar
• Feature: Events API – Auto-create calendar event for review date
• Config: POST /calendars/events with staff details and description
3.6. Outlook/Microsoft 365
• Feature: Calendar API – Add meetings/reminders for review appointments
• Config: POST /me/events with subject/body/time parameters
3.7. BambooHR
• Feature: Custom Report API – Pull employee data for review cycles
• Config: GET /reports/custom with filter for pending reviews
3.8. Workday
• Feature: REST API – Query review schedules, mark completion
• Config: GET /workers, PATCH /reviews/status
3.9. Zoho People
• Feature: Notification API – Send in-app or email alert to reviewers
• Config: /notifications/send with user ID and message
3.10. Gusto
• Feature: Company People API – Lookup review dates and automate nudge
• Config: GET /employees, POST /messages
3.11. ADP
• Feature: Events Notification API – Subscription to review-date events
• Config: Webhook config for employment milestones
3.12. Salesforce
• Feature: Apex Trigger/Process Builder – Automated review tasks
• Config: Trigger on review object update/create task
3.13. Monday.com
• Feature: Automations – Board/item-based reminder notifications
• Config: Define board workflow: when review-date nears, notify person
3.14. Asana
• Feature: Rules Engine – Create automated task for manager
• Config: Trigger on due-date field, send notification or task
3.15. Trello
• Feature: Power-Ups/Butler – Automated card due-date reminder
• Config: Schedule command for ‘review needed’ list
3.16. Google Sheets
• Feature: Script Editor – Time-driven triggers for custom reminder emails
• Config: Apps Script scheduled action, MailApp.sendEmail()
3.17. Notion
• Feature: Database reminders – Automated reminders on page due-dates
• Config: Add reminder to database date property
3.18. HubSpot
• Feature: Workflow Automation – Auto-send email/internal note
• Config: Workflow with trigger set to review due-date property
3.19. Freshteam
• Feature: Reminders Module – HR event notifications
• Config: Schedule reminders for performance cycles via settings
3.20. SAP SuccessFactors
• Feature: Intelligent Services Events – Workflow trigger on review cycles
• Config: Configure business rule for event-based reminders
3.21. Zoho CRM
• Feature: Workflow Automation – Email/SMS workflow rule for review stage
• Config: Contact/lead workflow update on custom date field
3.22. ClickUp
• Feature: Automations – Recurring task or notification for reviews
• Config: Set Repeat or Due Date automation on user
Benefits
4.2. Reduces HR workload by eliminating manual follow-ups.
4.3. Improves accuracy in scheduling and tracking of employee reviews.
4.4. Enhances employee satisfaction through timely feedback cycles.
4.5. Provides compliance with regulatory and internal HR policies.