Performance Review Cycle Reminder System
A done-for-you HR automation built for the Performance Management Coordinator, connecting Jotform, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Ninety, thirty, and seven days before each employee's scheduled review date, this automation reminds the manager to get it on the calendar, and sends the employee a self-assessment form to complete beforehand so the conversation starts with real input instead of a blank page.
If a review is still sitting incomplete seven days past its due date, the system automatically escalates to HR leadership with the employee's name, manager, and how overdue it is.
Review cycles that used to slip by weeks or months, quietly, until an employee asked why they hadn't had one, now stay on schedule because someone always gets a reminder before the deadline passes, not after.
- Zapier or Make.com
- BambooHR
- Google Forms or Jotform
- Slack
- Google Sheets
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
Without a system in place, a performance management coordinator has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. It rarely feels urgent in the moment, but it adds up fast.
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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