Tours walk HR administrators through review cycle creation, form customization, participant assignment, and timeline configuration — the setup tasks that determine whether the cycle runs smoothly.
When the review cycle opens, targeted banners notify managers of their responsibilities, deadline, and a direct link to the guided manager review workflow.
Employee self-review tours guide through rating scale interpretation, goal progress documentation, and competency assessment — reducing ambiguity in self-evaluation.
Calibration session tours guide managers through the rating distribution discussion, final score adjustment, and employee communication workflow.
Step-by-step HR admin tour through review form creation, rating scale configuration, goal weighting, peer review setup, and timeline scheduling.
Guided manager review experience: employee list navigation, review form access, rating guidance, written feedback best practices, and submission workflow.
Employee self-review tour explaining rating scale semantics, how to document goal progress effectively, and how to complete competency assessments.
Escalating deadline banners for managers and employees who haven't completed their reviews — with completion percentage shown and direct link to the incomplete review form.
Describe your performance review setup flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your performance review setup — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. HR Technology SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your performance review setup — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during performance review setup — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your performance review setup — actionable data in a single dashboard.
Other HR Technology SaaS workflows