What it does
Watches BambooHR hire dates and automatically schedules performance reviews, assigning forms and notifying managers before deadlines.
Why I recommend it
HR teams juggle dozens of review periods. Automating schedules keeps processes compliant and consistent.
Expected benefits
- On-time reviews for every employee
- Less manual calendar management
- Improved manager preparation
- Audit-ready documentation
How it works
Weekly BambooHR check -> identify employees hitting 6/12-month milestones -> create review cycles, assign reviewers, send reminders via email/Slack -> track completion and escalate overdue forms.
Quick start
Export upcoming anniversaries, manually create calendar invites, and measure time spent to justify automation.
Level-up version
Segment review types (probationary, annual), include self-assessment tasks, auto-generate summary packets for leadership, and sync to payroll for merit cycles.
Tools you can use
HRIS: BambooHR, Bob
Automation: Zapier, Make, Workato
Communication: Slack, Email
Docs: Google Forms, Lattice
Also works with
Performance tools like Lattice, 15Five triggered from HR data.
Technical implementation solution
- No-code: BambooHR report -> Zapier -> Google Calendar + email reminder -> update Airtable tracking.
- API-based: Scheduled script queries BambooHR -> creates review cycles via BambooHR API or HR tool -> sends Slack reminders.
Where it gets tricky
Handling promotions or manager changes mid-cycle, customising templates per department, and respecting different international review cadences.
