Scheduling performance reviews

Purpose

1. Automate scheduling of performance reviews for teachers and staff to ensure timely feedback, compliance, and professional development.

2. Automates reminders, notifications, calendar event creation, document sharing, and data logging to streamline the review process.

3. Eliminates manual coordination for review dates, allowing the system to adapt frequency by tenure, role, or performance history.

4. Enables automatable tracking and reporting of review completions for school administration and HR compliance.

Trigger Conditions

1. Employee hire date anniversary.

2. Completion of previous performance review.

3. Quarterly, semi-annual, or annual review cycles defined by school policy.

4. Manager or HR request for ad-hoc review.

5. Automated detection of unscheduled staff via HR database sync.

Platform Variants

1. Google Calendar

• API: calendar.events.insert — automate adding review meetings to shared calendars.

2. Microsoft Outlook (Office 365)

• API: /me/events — automated scheduling of review events and attendee invitations.

3. Slack

• Feature: Scheduled Messages API — automated reminders to reviewers and teachers.

4. Zoom

• API: Meeting Create — automate creation of video conference links for virtual reviews.

5. Microsoft Teams

• API: /schedule/meeting — automates scheduling and notification of Teams meetings.

6. Asana

• Feature: Task Template — automates review tasks with checklist assignments.

7. Trello

• API: Cards.create — automatedler creates review cards for HR boards.

8. BambooHR

• API: custom report on performance review due dates — automates extraction for trigger.

9. Workday

• Function: Review Scheduling — automates assignment of review cycles via workflows.

10. Salesforce HR

• API: Event object creation — automating record of reviews in employee files.

11. Notion

• API: Database update — automated creation of review items per employee profile.

12. Monday.com

• Integration: Automate recurring tasks for performance reviews.

13. Zoho People

• API: Performance review events — automation triggers based on HRMS data.

14. SAP SuccessFactors

• Feature: Automated review cycle workflow triggers.

15. Google Sheets

• Script: Triggered reminders for review dates stored in sheets.

16. Airtable

• Automation: Scheduled review logs and notifications linked to records.

17. Mailgun

• API: Automatedly send email invites and reminders for performance reviews.

18. SendGrid

• Feature: Automated notification email dispatch for scheduling.

19. Twilio SMS

• API: Automated reminders via SMS when reviews are due.

20. Calendly

• API: Automator handles booking links for self-scheduling reviews.

21. DocuSign

• Integration: Automated review forms sent for electronic signatures post-review.

22. Freshservice

• Feature: Workflow automation for HR tickets related to performance reviews.

23. ClickUp

• Automation: Auto-generate review checklists and task deadlines per cycle.

24. Jotform

• Integration: Automatedly distribute and collect review forms pre-meeting.

25. HubSpot

• Automation: Automated task and email reminders for HR managers.

Benefits

1. Saves admin time by automating all scheduling and reminders, reducing manual follow-ups.

2. Increases compliance and consistency with automatable review cycles.

3. Automated notifications and document distribution eliminate missed or delayed reviews.

4. Automating the process improves staff engagement and transparency.

5. Easier data collection and reporting on completed reviews for school leadership.

6. Scalable automator approach suits expansion or higher review frequency.