Overview

This workflow automates the biannual performance review process for employees. It ensures department managers receive review forms on schedule, due dates are tracked, statuses are updated in Google Sheets, and the review monitoring workflow is activated.

Category: HR & People OperationsTrigger: Every 6 months (January 1st & July 1st at 10:00 AM)

Workflow Steps

1. Trigger Every 6 Months

• • Runs automatically twice a year.
  • Starts the workflow on January 1st and July 1st at 10:00 AM.

2. Set Due Date

• • Captures today’s date.
  • Calculates the review due date (14 days later).

3. Get Department Manager Email (Google Sheets)

• • Reads the department manager’s details from the HR checklist Google Sheet.
  • Extracts manager name and email address.

4. Distribute Review Form Through Email (Gmail)

• • Sends a personalized email to each manager.
  • Includes:
  • • Review form link
    • Manager’s name
    • Review due date
    • HR contact information

5. Set Status as Pending (Google Sheets)

• • Updates the HR checklist with:
  • • Review Assigned Date (today)
    • Review Due Date (14 days later)
    • Review Status set to Pending

6. Activate Performance Review Checking Workflow (n8n)

• • Activates a follow-up workflow that monitors review completion.
  • Ensures tracking continues after forms are distributed.

Key Benefits

• Automates review reminders and assignments.
• Standardizes review due dates (14 days).
• Keeps HR checklist updated in real time.
• Ensures accountability with pending status tracking.
• Seamlessly hands off to a review monitoring workflow.