Every year again: emailing forms, sending reminders and tracking who is done. In this film, Sarah from HR simply asks the HR agent. Manager and employee get a notification at the right moment, and everything ends up with HR by itself.
“Have you received Nina's form yet?”
“Which version is right: v3 or v3_DEF?”
“I'll send one more reminder to all managers.”
Feedback reviews run on an Excel list, Word forms in folders and a pile of reminder emails. HR only knows who is done when someone says so, and at the end it is a search for which version belongs in the file.
Sarah asks the HR agent to set up the feedback reviews for managers and employees. The agent creates a review for every employee, with the right manager, and notifies the managers straight away.
Victor, the manager, prepares the review. Then Nina gets a notification to add her side, and finally they are both asked to hold the review together. Each step only opens when the previous one is done: nobody has to send reminders anymore.
After the review, employee and manager approve the report and everything goes to HR. Sarah approves: the review is in the personnel file and can no longer be changed. On the overview she sees at a glance where every review stands.
You decide which steps there are, who gets notified when and who may see what. That way the time goes to the conversation, not to the follow-up.
They get a notification when it is their turn, add their side and approve the report. No more forms going back and forth.
One question sets up all reviews. The overview shows whose turn it is, and every completed review sits in the right personnel file.
They are asked in time to prepare the review and only see the reviews of their own team, confidentially.
Use the form you use today as the starting point. We set up the fields, steps and approval rounds together with you, so it fits the way you hold your reviews.
Manager and employee still hold the review together: the agent organises and follows up. You decide who may see what and when a review is locked.
In half an hour we show what your feedback reviews look like in Offiks.ai, with your own form.
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