Mid-Year Review Workflow (2 Steps)
Installing this workflow tells Sense to run a lightweight, two-step mid-year check-in: the employee answers a short set of questions on their progress midway through the year, then their manager reviews and signs off, with no extra approval stages in between.
How it works
Start your mid-year review cycle then let Sense run the two-step check-in
To use the Mid-Year Review Workflow (2 Steps), simply install it from the Workflow Hub, which adds a Mid-Year Review screen to your Employee Profile template.
Then, every time you select employees and choose 'Start Mid-year review', Sense will automatically send each employee five questions on their progress and development midway through the year, prompt them for an overall summary and sign-off, then hand their answers to their manager to view, add their own comments and sign off.
If an employee saves their section, then their manager is notified straight away so nothing waits.
More performance workflows
See all performance workflows
Common questions
What kicks this workflow off?
An admin selecting employees and choosing 'Start Mid-year review'.
How many steps does this version have?
Two: the employee completes their section and signs off, then their manager reviews it, adds comments and signs off. There's no separate review-and-confirm stage, that's what the 4-step version adds.
Who gets notified?
Employees get an email and to-do task to complete their section. Their manager is notified the same way once the employee saves. The employee then gets a confirmation email once the manager has finished.
What does the employee answer?
Five predefined questions focused on progress and development midway through the year, plus an overall summary. These are editable via the Screen Designer.