Automated performance review scheduling and reminders

Purpose

1. Automate the scheduling of periodic performance reviews for naval base personnel, aligning with government defense requirements.

2. Automatedly distribute reminders to supervisors and staff on pending/overdue evaluations to enforce procedural compliance.

3. Automator coordinates review dates, ensures documentation workflows, and logs review completion, automating compliance checks for audits.

4. Provide centralized, automated visibility across all scheduled reviews, reminders, escalations, and completion statuses.

Trigger Conditions

1. New personnel onboarding/HR record created triggers initial performance review schedule automation.

2. Completion or update of a previous review automates the scheduling of the next review.

3. Date-based triggers—e.g., 30/60/90/180/365 days since last review—trigger periodic review automation.

4. Manual overrides by commanding officers can automate ad-hoc review scheduling.

Platform Variants

1. Microsoft Outlook (Microsoft Graph API)

- Automate event creation and email reminders by configuring the /me/events and /me/sendMail endpoints.

2. Google Workspace (Calendar and Gmail API)

- Automates review invites via calendar.events.insert and sends automated reminders with gmail.users.messages.send.

3. Slack (Reminders API)

- Automator posts automated performance review reminders with /reminders.add for relevant channels or DMs.

4. ServiceNow (Workflow Editor/REST API)

- Trigger automated tasks, reminders, and approvals using orchestrated workflow automation/functions via the Table API.

5. SAP SuccessFactors (Performance & Goals module API)

- Automator sets automated review cycles and reminders through the Performance Review Cycle API endpoints.

6. Workday (Business Process Framework)

- Configure automated review task creation/alerts using the LaunchPerformanceReview and Notifications API.

7. BambooHR (Webhooks & Time Off/Performance API)

- Automate review scheduling by configuring onChange webhooks and automatedly emailing reminders with the Performance module.

8. Trello (Butler Automation & API)

- Use Butler automation to create recurring cards for reviews and automate reminders via card due dates and notifications API.

9. Asana (Rules/API)

- Configure custom rules to automate task creation for reviews and send automated reminders using POST /tasks.

10. Jira Service Management (Automation for Jira API)

- Automator sets up review tickets and automates notifications with Automation Rules, using issue.created and related endpoints.

11. Twilio SMS (Messages API)

- Set up automated, scheduled SMS reminders to staff using POST /Messages endpoint.

12. SendGrid (Mail Send API)

- Send automated email reminders and review notifications with /mail/send POST requests.

13. Zoom (Meetings and Reminders API)

- Automate review meeting creation using /users/me/meetings and automated calendar invites with reminders.

14. Microsoft Teams (Graph API: Channel Messages and Notifications)

- Automate posting review reminders and discussions via POST /teams/{id}/channels/{id}/messages.

15. Notion (Database API)

- Automator creates and tracks review schedules as database items, automatable reminders using integration workflows.

16. Monday.com (Automations and API V2)

- Set up automatable performance review pulses and schedule reminders with the create_item and create_update mutations.

17. Oracle PeopleSoft (ePerformance API)

- Automates performance document scheduling and alerts with delivered integration endpoints.

18. Zendesk (Triggers and API)

- Configure automated triggers to remind assigned reviewers, using the /api/v2/automations endpoint.

19. Smartsheet (Automations API)

- Automate sheet row creation for each review, automatedly send reminders using /sheets/{sheetId}/rows endpoint.

20. Salesforce (Flow/Process Builder and API)

- Automated scheduling of review tasks and notifications with Process Builder or Flow and the Tasks/Chatter endpoints.

Benefits

1. Automating review scheduling reduces HR/admin workloads and ensures compliance consistency.

2. Automated reminders minimize overdue or missed employee evaluations.

3. Automation enhances personnel tracking, audit readiness, and automates reporting.

4. Enables scale and accuracy in high-security naval base environments, reinforcing operational discipline with automators.