Weekly employee check-in

Send surveys on a scheduled basis to each employee. Allow them to submit what was completed in the current week and what their focus is for the following week. Aggregate all results into a single table to help facilitate weekly team meetings and rollup progress reporting.

Workflow steps in Catalytic

Trigger survey workflow on weekly timer

1

Look up each employees previous week response

2

Send each person their survey form via email

3

Save each response to a central table

4

Notify the manager upon each submission

5

Email weekly report to team lead after three days

6

Tagged:

people ops

document assembly

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.