ANNUAL PERFORMANCE REVIEW WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Employee Profile: Retrieve employee details, role, and department from the Employee Data Model.
[ ] Fetch Manager Details: Retrieve the direct supervisor's information to assign review tasks.
[ ] Fetch Previous Year Reviews: Retrieve historical performance data entries for the employee's longitudinal comparison.
[ ] Calculate Average KPI Score: Aggregate all quarterly KPI scores from the KPI Data Model to get an annual average.
[ ] Create Self-Assessment Entry: Initialize a new performance review entry for the employee to complete.
[ ] Task: Complete Self-Assessment: Assign a task to the employee to fill out their self-evaluation form.
[ ] Task: Manager Review: Assign a task to the manager to review the self-assessment and provide feedback.
[ ] Task: Peer Feedback Collection: Assign a task to selected peers to provide 360-degree feedback.
[ ] Create Peer Feedback Entries: Generate individual data entries for each peer requested to provide feedback.
[ ] Update Review Status: Update the status of the Annual Review entry to 'In Progress' or 'Completed'.
[ ] Calculate Final Performance Rating: Execute formula based on weighted average of KPIs, Peer Feedback, and Manager Rating.
[ ] Calculate Bonus Eligibility: Calculate potential bonus amount based on the Final Performance Rating and Salary data.
[ ] Update Employee Record with Final Rating: Write the final calculated rating back into the Employee's permanent record.
[ ] Task: Conduct Review Meeting: Assign a task to the Manager to hold the 1-on-1 meeting with the employee.
[ ] Notify Employee of Review Completion: Send an email to the employee summarizing the final results and next steps.
[ ] Notify HR of Completed Reviews: Send a notification to the HR department once the review cycle is finalized.
[ ] Generate Departmental Performance Report: Create a summary report showing the distribution of ratings across the department.
[ ] Close Review Cycle: Update the Year-Cycle entry to 'Closed' to prevent further edits.
[ ] Remove Draft Entries: Delete any abandoned or duplicate draft self-assessment entries.

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