Automate Employee Performance Reviews With Make.com

Employee performance reviews often involve manual reminders, scattered notes, and delayed feedback. With make.com, you can connect your HR and productivity tools into one automated review workflow that saves time, reduces errors, and delivers consistent evaluations.

Why Automate Performance Reviews With Make.com

Manual review processes are slow and hard to track. Using make.com lets you:

• Standardize review cycles across teams and locations.
• Automatically notify managers and employees when reviews are due.
• Collect feedback in structured, reusable formats.
• Sync results to your HR system, spreadsheets, or databases.
• Keep a clear audit trail of each review step.

This guide walks through how to reproduce the automated employee performance review workflow described in the official how‑to on make.com, adapted into clear, actionable steps.

Plan Your Automated Review Workflow in Make.com

Before building in make.com, outline the review process you want to automate. Define:

• Review frequency – quarterly, bi‑annually, or annually.
• Participants – employee, direct manager, peers, HR.
• Data sources – HRIS, spreadsheets, project tools, or databases.
• Outputs – final PDF or document, database records, HR notes.

Having this mapped out ensures each module and connection in make.com has a clear purpose.

Set Up Triggers in Make.com

The first step inside make.com is choosing how the review cycle will start. Common trigger options include:

Time-based triggers in Make.com

Use a scheduler module to run your scenario at set intervals. For example:

• Run every 3 months for quarterly reviews.
• Run monthly to find employees reaching their anniversary date.

Your scenario can then look up which employees are due for review and launch the process automatically.

Event-based triggers in Make.com

If you already track review dates in a tool such as your HR system or a project app, make.com can start a scenario from:

• A new or updated record in a database or spreadsheet.
• A status change in a project or HR tool.
• A webhook event sent by your HRIS when a review is due.

Choose the trigger type that best matches how your organization manages review timelines today.

Create Review Tasks and Forms With Make.com

Once a trigger fires, use make.com to automatically create all the tasks and forms needed for the review.

Design your review questionnaire

In your favorite form or survey tool, build a structured questionnaire that covers:

• Role‑specific goals and KPIs.
• Competencies and behaviors.
• Self‑assessment questions.
• Manager and peer feedback prompts.

Then, in make.com, add modules that:

• Generate a unique form link for each employee.
• Pre‑fill fields such as employee name, manager, and review period.
• Store the form link and metadata in a spreadsheet or database.

Assign tasks to managers and employees

With make.com, you can create tasks in your work management or ticketing tool as soon as a review starts. Typical automations include:

• Create a task for the employee to complete a self‑review form.
• Create a task for the manager to provide feedback and ratings.
• Optionally create tasks for selected peers to submit peer feedback.

Each task can include the correct form link, due date, and instructions so nobody has to chase information manually.

Automate Notifications and Reminders Using Make.com

Timely communication keeps review cycles on track. Make.com can send:

• Initial review invitations with personalized form links.
• Reminder messages before the due date.
• Alerts when someone submits a review.

Email and chat notifications in Make.com

Common messaging automations include:

• Send an email to the employee with their self‑assessment link and due date.
• Post a message in a manager’s chat app reminding them to complete their part.
• Notify HR when all required forms for one employee are complete.

Using make.com, you can configure dynamic content in messages, such as names, dates, and unique URLs, pulled directly from your data sources.

Collect and Consolidate Review Data With Make.com

As people submit forms and complete tasks, make.com can capture and centralize the information.

Sync form responses into a single source of truth

Set up modules that:

• Watch for new form submissions.
• Write responses into a central spreadsheet or database table.
• Tag each record with the employee ID, manager ID, and review cycle.

This creates a structured repository of all reviews, which is easy to filter by team, role, location, or date.

Transform review data automatically

Within make.com, you can enrich and clean the data before storage by:

• Normalizing rating scales into consistent values.
• Adding calculated fields, such as average score per category.
• Creating summary flags, such as “promotion recommended” or “development plan required.”

These automated transformations save HR from manual spreadsheet work after every review cycle.

Generate Final Review Documents Through Make.com

A polished summary document is often needed for each employee. Make.com can assemble these automatically once all inputs are received.

1. Check that all required forms (self, manager, and peer, if applicable) are complete.
2. Pull data from your central repository or form responses.
3. Merge results into a document template with the employee’s details, scores, and comments.
4. Export the document as a PDF or shareable link.

You can then configure make.com to send the final document to the employee, the manager, and HR, or to store it securely in your document management system.

Update HR Systems and Dashboards via Make.com

To keep your HR data accurate, configure make.com to push finalized results back into your core systems.

• Update employee records in your HRIS with overall ratings and key notes.
• Add review outcomes to a central analytics dashboard.
• Log goals or development actions into your task or OKR tool.

This closes the loop so that review outcomes actually feed into future planning, compensation cycles, and learning programs.

Monitor and Improve Your Make.com Scenario

After deploying your automated review workflow, use make.com’s tools to refine it:

• Track scenario run history to identify failures or delays.
• Measure completion rates and on‑time percentages per team.
• Adjust reminder timings or message content for better engagement.
• Add conditional branches for different locations, job levels, or employment types.

Small, iterative improvements will make each review cycle smoother than the last.

Next Steps: Scale HR Automation With Make.com

Once your employee performance reviews run reliably on make.com, you can expand automation into other HR processes, such as onboarding, offboarding, and internal mobility workflows.

If you want strategic help designing advanced automation scenarios that integrate with analytics and AI, consider working with a specialist agency like Consultevo, which focuses on scalable automation and optimization solutions.

By starting with a well‑structured performance review workflow in make.com, you build a strong foundation for a more efficient, data‑driven HR function that supports both employees and leadership.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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