Performance reviews

Wanting to take a new streamlined approach to their performance assessment process, one Catalytic customer created a solution which would send over 18,000 web forms to assessors across the firm to provide year-end feedback on employee performance.

Challenge
Solution
Outcome
catalytic-customerjourney-graphic-successplanning

Challenge

Coordinating employee surveys was previously a tedious task due to data variance, lack of standardization and manual reminders and response aggregation.

catalytic-customerjourney-graphic-adoption

Solution

The customer built a Catalytic workflow to remove the burden of both manual validation of employee records as well as the resolution of "invalid" data from the global HR team. Instead, 90% of records were automatically validated and the 10% remaining were routed to the local HR representative for resolution. All fixes were aggregated back into the master data for migration.

catalytic-customerjourney-graphic-maturity

Outcome

Survey response rates were 20% better than in previous years. The native response tracking allowed for simplified follow ups.

Employee survey workflow in Catalytic

Get list of recipients uploaded via form

1

Email assessment to employees

2

Automatic scheduled email reminders

3

Save responses to SharePoint

4

Email summary to requestor

5

Tagged:

people ops

tasks forms

document assembly

Created by: Catalytic

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