Purpose
1.2. Automatedly assign reviews according to job role, tenure, and key performance indicators defined by management within Modern British restaurants.
1.3. Automate calendar event creation, multi-channel notifications, task assignments, and escalation in case of overdue reviews.
1.4. Optimize staff & operations management, reduce manual scheduling, improve staff transparency, and automate reminders and analytics for HR compliance.
Trigger Conditions
2.2. Automatedly trigger upon completion of probationary period.
2.3. Automation triggers on manual request by a manager for unscheduled reviews.
2.4. Automates on detection of staff role change or promotion in HR database.
2.5. Automated escalation if an upcoming review is not confirmed by either party.
Platform Variants
• API: Events.insert — Automate scheduling review events directly into manager and staff calendars.
3.2. Outlook Calendar (Microsoft Graph)
• Endpoint: /me/events — Automates calendar events and sends reminders.
3.3. Slack
• Feature: chat.postMessage — Automates Slack DMs or channel reminders for reviews due.
3.4. Twilio SMS
• Feature: Messages API — Automatedly sends SMS reminders to staff and managers.
3.5. Zendesk
• API: Tickets — Automate task creation or internal tickets for performance review tracking.
3.6. Asana
• Feature: Tasks API — Automates review task creation and due-date reminders for all required staff.
3.7. Trello
• API: Cards.create — Automation creates and assigns review cards to relevant boards.
3.8. BambooHR
• Feature: Reports & Reminders API — Automate integration with employee records for scheduling.
3.9. Workday
• Endpoint: /human_resources/employee_reviews — Automate scheduling and feedback workflows.
3.10. Gusto
• Feature: Custom Reminders — Automatedly trigger reminders based on employment milestones.
3.11. Microsoft Teams
• Graph API: /chat/send — Automate messaging and meeting scheduling for reviews.
3.12. Monday.com
• API: items.create — Automation creates new review items and assigns them to supervisors.
3.13. Salesforce
• Feature: Task API — Automates performance review task tracking in HR modules.
3.14. SendGrid
• Feature: Mail Send API — Automate personalized email notifications and reminders.
3.15. Zoom
• Endpoint: /meetings — Automatedly schedule video review meetings with both parties.
3.16. Google Sheets
• API: Sheets.values.update — Automate tracking of review dates and completion statuses.
3.17. Notion
• API: Pages.create — Automator creates and updates a performance review database.
3.18. Airtable
• Endpoint: /records — Automate logging and updating scheduled/completed reviews.
3.19. ClickUp
• API: Task creation — Automates action items and review follow-up tasks.
3.20. Zoho People
• API: Review Scheduler — Automatedly configures periodic review alerts for HR and employees.
3.21. HubSpot
• Workflows: Task automation — Automates notifications and assigns follow-up actions.
3.22. DocuSign
• Feature: Envelope API — Automate signatures for digital review documentation and acknowledgements.
Benefits
4.2. Automated reminders reduce missed reviews and improve feedback regularity.
4.3. Automation offers multi-channel coverage (email, SMS, chat), increasing compliance and engagement.
4.4. Automates escalation and tracking to ensure accountability and complete audit trails.
4.5. Automating process adapts to changes in staff roles, ensuring reviews never lapse due to manual oversight.