Introduction
Our performance workflow allows admins to initiate the performance cycle for either all employees or selected individuals. Deploying this workflow introduces an additional set of screens featuring predefined questions for both the employee and their manager to complete, focusing on various aspects of the employee’s performance.
These tasks are delivered via the to-dos area to ensure visibility and timely action. All responses can be fully reported on, providing valuable insights. This is beneficial as it promotes a consistent, structured approach to performance reviews, encourages meaningful reflection, and enables data-driven decision-making.
This workflow also comes with a screen to log Goals, and another for 1-2-1 meetings.
How it works
Admins begin a performance cycle by selecting all or specific employees, and choosing 'Start Performance Cycle'.
Invited users receive an email and a To Do to complete:
Managers will receive an email and To Do to complete their sections when the employee has saved. They will be able to view but not edit the employee's side of the review.
Once the manager completes, the employee will receive an email confirmation, letting them know they can see the full review in their Profile.
Performance Questions
This workflow comes with a set of predefined questions. If you're on the Elite Tier and have access to the Screen Designer, you have the ability to edit these questions. When making changes to the fields on this screen, it’s important to also update the Screen Variants.
Click here for an article on how to create or edit a screen, and scroll to the bottom of the page to learn more about Screen Variants.
Below is the list of the pre-defined Performance Questions. As well as their own Sign Off check box and date, Employees and Managers will have individual comment boxes for the following questions.
How to get this Workflow
If you're interested in this workflow, please reach out to support.