Performance review scheduling and reminders

Purpose

1.1 Ensure timely, regular staff performance reviews to enhance employee engagement, productivity, and foodservice quality.
1.2 Automate scheduling and reminders to minimize administrative overhead, maintain compliance with HR standards, and guarantee unbiased, consistent review cycles for all front and back-of-house personnel.
1.3 Manage review-related documentation, feedback loops, review follow-ups, and notifications using fully integrated, secure workflows.

Trigger Conditions

2.1 Time-based triggers: Monthly, quarterly, or semi-annual intervals per staff contract or role.
2.2 Event-based triggers: New employee onboarding, promotions, post-probation periods, or flagged HR events.
2.3 Manual triggers: Initiated by management through dashboard interface or app action.

Platform Variants

3.1 Microsoft Outlook Calendar
• Feature/Setting: Use Calendar Events API to create recurring events for performance review dates.
• Sample: Configure with /me/events endpoint and set recurrence for staff review cycles.

3.2 Google Calendar
• Feature/Setting: Use Google Calendar API insert method to send review invites to staff and managers.
• Sample: POST /calendars/calendarId/events with review date and participant emails.

3.3 Slack
• Feature/Setting: Schedule Slackbot reminders using Reminders API for direct staff notifications.
• Sample: /reminders.add “Submit review feedback” at scheduled time to channel.

3.4 Microsoft Teams
• Feature/Setting: Use Teams Graph API to schedule meetings and send automated reminders in Teams chats.
• Sample: POST /me/onlineMeetings with auto-reminders enabled.

3.5 Twilio SMS
• Feature/Setting: Twilio Messaging API to trigger SMS reminders to mobile devices.
• Sample: POST /Messages endpoint with time-customized review notifications.

3.6 SendGrid
• Feature/Setting: Automated email notifications using SendGrid’s SMTP API for scheduled reminders.
• Sample: Use /mail/send to route template-based reminders.

3.7 Zoom
• Feature/Setting: Create Zoom meetings for reviews using Meeting API and auto-notify invitees.
• Sample: POST /users/{userId}/meetings, attach iCal invites.

3.8 Asana
• Feature/Setting: Task automation via Asana Tasks API to assign, track, and remind managers of review tasks.
• Sample: POST /tasks with due date and responsible party.

3.9 Trello
• Feature/Setting: Card automation with Trello Cards API to establish checklists and due dates for reviews.
• Sample: POST /cards with description “Performance Review – [Name]” and deadline.

3.10 Salesforce
• Feature/Setting: Workflow automation leveraging Salesforce Process Builder for HR record updates and review reminders.
• Sample: Trigger flows when Review Due Date field is reached.

3.11 BambooHR
• Feature/Setting: Automated review reminders using Webhooks and BambooHR’s Task List API for staff and managers.
• Sample: Create tasks for performance review deadlines.

3.12 Gusto
• Feature/Setting: Custom reminders for managers through the Gusto People API.
• Sample: Set event hooks for employment date anniversaries.

3.13 Airtable
• Feature/Setting: Use Automations to trigger email/SMS reminders based on review date fields.
• Sample: “When Review Date is today, send reminder notification.”

3.14 Monday.com
• Feature/Setting: Automatic timeline tracking and staff notification using Monday Automations.
• Sample: On “Review Status: Upcoming”, notify manager.

3.15 Notion
• Feature/Setting: Template-based recurring review tasks with reminders using Notion API.
• Sample: Populate Review Database, set notification for check-in.

3.16 Zoho People
• Feature/Setting: Schedule automated reminders and calendar events through Workflows.
• Sample: Configure for biannual event cycles.

3.17 SurveyMonkey
• Feature/Setting: Deploy and remind for self/peer feedback forms using survey reminders API.
• Sample: Schedule email reminders linked to feedback form deadlines.

3.18 Outlook Mail
• Feature/Setting: Send automated review invitations and reminders via Microsoft Graph Mail API.
• Sample: POST /sendMail with templated “Review Invitation”.

3.19 Google Chat
• Feature/Setting: Send automated DM reminders for reviews using Chat API and bots.
• Sample: POST message “Performance review scheduled” to staff space.

3.20 ClickUp
• Feature/Setting: Automate assignment and notification of performance review tasks via ClickUp API.
• Sample: Create recurring tasks with review checklist and notify owner.

Benefits

4.1 Eliminates missed review cycles, ensuring continuous performance feedback.
4.2 Reduces management time spent on manual coordination of reviews.
4.3 Centralizes scheduling and record-keeping for easier audit and follow-up.
4.4 Improves staff satisfaction through reliable and transparent review scheduling.
4.5 Supports compliance with HR protocols and legal requirements.