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Employee Performance Review

Employee Performance Review

This workflow example helps you manage your employees performance.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

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1
Record employee details
2
Retrieve employee's performance plan
3
Review Information:
4
Review employee's responsibilities
5
Review performance
6
Assess their strengths
7
Document any training or support needed
8
Approval: Manager
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Schedule next review

Record employee details

This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️



Retrieve employee’s performance plan

Review Information:

This is a heading, used to separate tasks into sections in your workflow.

Review employee’s responsibilities

Review performance

When you’ve had a look at the employee’s responsibilities and duties you can look at how their performance was when carrying out these tasks. Some details you might want to take into consideration are: 

  • How well the employee performed the assigned responsibilities and the quality and/or timeliness of the employee’s accomplishments
  • Whether and how well the employee met performance goals
  • Areas of performance that improved over the appraisal period
  • Areas of performance that might need improvement

Assess their strengths

Look through the employee’s performance that you gathered from their manager earlier on.

Run through what they’re doing well with in their current role, where their strengths are and what you see for them in the future.

Document any training or support needed

What are they not doing so well at, or need more training or support with?

Approval: Manager

Will be submitted for approval:

  • Review performance

    Will be submitted

  • Assess their strengths

    Will be submitted

  • Document any training or support needed

    Will be submitted

Schedule next review

⚡️ You could automate the next review workflow to be run via a Process Street automation, at the point this workflow run is completed. 

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