Performance review cycles require HR to manually chase feedback from managers, consolidate responses from multiple sources, and draft individualized review documents. This manual coordination stretches over 8 to 12 weeks and consumes significant HR time on repetitive tasks.
Automation collects feedback through a centralized form, sends reminders automatically, calculates scores, and generates personalized review documents. The cycle compresses to 3 to 4 weeks with minimal manual intervention.
The full workflow, from trigger to completion.
HR sets cycle parameters (dates, employees, raters). The automation detects the cycle start and begins orchestration.
Automation sends personalized links to all managers and raters with cycle deadlines and instructions.
Automation tracks form submissions and sends automated reminders to non-responders at 50% and 80% of the deadline window.
Automation aggregates all form responses into a master workbook, organized by employee and rater, with scores calculated automatically.
Automation populates review document templates with consolidated feedback, calculated ratings, and key themes, creating a draft for HR review.
Automation sends a message to the HR Manager with a summary of all reviews ready for final review and any flagged inconsistencies.
After HR approval, automation sends review documents to employees and creates calendar invites for review meetings.
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