Project: Six Months Employee Review

Here is the product requirement document (PRD) for this task.

Six Months Employee Review Automation

Background

Every six months, team managers at Kibo carry out employee performance reviews. When it's time for an employee to be reviewed, the team manager sends a notification via email, which includes a self-evaluation document. However, this manual process is inefficient and time-consuming.

The Six Months Employee Performance Review Automation project aims to develop a system that streamlines the process and eliminates the current manual process. The system will send notifications to employees and their managers every six months for a performance review.

Project Objectives

  • Streamline the review process, reduce time and effort.
  • Develop a system that sends notifications for performance reviews every six months.

Requirements

  • Employees and Managers tables - include necessary fields.
  • Automation to send email to employees and their manager every 6 months.
  • Employee self-evaluation document.

Workflow

When difference between employee's last review date and today is equal to 6 months:

  • Send email notification to employee's work email address.
  • Send email notification to employee's manager's email address.
  • Update last review date to "today"(date when email notifications were sent out).

Email Template

from:{{employee's manager email}}
to:{{employee's email}}
subject:Performance Review
body:Dear {{employee's first name}},
It's been 6 months since our last performance conversation, so I'd like to schedule some time to discuss your performance since then.
Ahead of the conversation, I would love to get your perspective on how things went. Could you please complete this {{self-performance review template}}, and send it to me.
We'll plan to have a feedback conversation the first week we return to the office in August.
Thank you!
{{employee's manager name}}

Deliverables

  • Video demo of how your implementation works.
  • Airtable base of your implementation.

Submission:

  • Complete this form to submit your project.