Performance Review Cycle Manager
A done-for-you HR automation built for the HR Business Partner, connecting Jotform, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Ninety days before the annual review cycle, this automation sends managers a schedule of their direct reports' review dates with self-evaluation forms pre-attached.
Reminders escalate for overdue self-evaluations and manager reviews, and completed reviews are automatically compiled into a calibration-ready format for the HR business partner to use in talent planning sessions.
No one misses their window, and the HRBP doesn't spend two weeks chasing down forms from every department head.
- HRIS (e.g., BambooHR, Lattice, or 15Five)
- Zapier or Make.com
- Google Forms or Jotform (self-evaluation)
- Google Sheets (calibration rollup)
- Email or Slack (escalating reminders)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a hr business partner spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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