Review season slips because three different people are each waiting on a fourth. This automation opens every stage on a fixed calendar, chases the stragglers on your behalf, and assembles one clean packet per person for the calibration conversation.
What's Included
- Staged calendar: self-review, peer input, manager write-up, and calibration each open and close on their own dates.
- Automatic chasing: triggers nudge only the people who are actually late, on a cadence you set.
- Packet assembly: an AI agent collates the inputs per person into a single readable summary for the manager.
- Confidentiality: peer input stays scoped by role-based permissions.
- Cycle history: last cycle's goals sit next to this cycle's ratings so progress is visible, not remembered.
How To Use
- Clone the HR Dashboard and add this cycle's participants.
- Set the four stage dates once.
- Turn on the reminder actions.
- Let each stage open itself.
- Walk into calibration with every packet complete.
Pair with the reports automations for the roll-up view, or explore live people systems in the Community Gallery.