BambooHR Performance Review Reminder

Auto-trigger and remind managers to complete annual/quarterly performance reviews on time.

Nora sends review reminders to managers 30 days before deadline, then escalates if incomplete. Ensures reviews happen consistently and on schedule.

Performance reviews often get delayed because managers forget or deprioritize them. This automation ties reviews to BambooHR's review cycle calendar. 30 days before reviews are due, Nora sends managers a reminder with their list of direct reports, a link to complete reviews in BambooHR, and guidance on what to cover (goals, strengths, areas for growth). 2 weeks before deadline, Nora sends a second reminder. If a manager hasn't started their reviews by the deadline, Nora escalates to HR with a list of incomplete reviews and suggested follow-up language. For employee who received their review, Nora sends a congratulations email with their review summary and next steps (if any). The automation tracks review completion rate over time, helping HR identify managers who need better processes or support. Most companies see 95%+ on-time review completion with this automation, and employees appreciate receiving feedback consistently.

How it works

  1. Nora retrieves BambooHR review cycle dates
  2. 30 days before deadline, sends reminder to all managers
  3. Pulls manager's direct report list and sends review template
  4. 2 weeks before deadline, sends escalation reminder
  5. Identifies incomplete reviews at deadline and escalates to HR
  6. Sends employees their review summary upon completion

Frequently asked questions

What does "BambooHR Performance Review Reminder" do?

Nora sends review reminders to managers 30 days before deadline, then escalates if incomplete. Ensures reviews happen consistently and on schedule.

How long does setup take?

Under 5 minutes. Connect your tools and Nora handles the rest.

Which tools does this use?

Uses BambooHR and Gmail, run by your HR Coordinator.

How much time does this save?

Saves approximately 2 hours/week, running quarterly + reminders at 30 and 14 days before deadline.

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