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10 Tips for Automating Employee Performance Management

From using templates for KPIs and performance reviews to using Zoho People, here are the 10 answers to the question, “How are you effectively automating employee performance management?”

  • Use Templates for KPIs and Performance Reviews
  • Use Google Data Studio
  • Automated Tracking Employees Work Hours
  • Allocate Time to Improve Employee Alignment
  • Set Up Automated Airtable Reports
  • Use Performance Management Software
  • Use Openvio Tool 
  • CRM Reports
  • Create a Feedback Loop
  • Use Zoho People

Use Templates for KPIs and Performance Reviews

At a recent meeting with our managers, we discussed the most important KPIs that each team should be focusing on to drive business results. We then created an automated template in Microsoft Excel that calculates the current status, compares it to the plan, and highlights any areas of concern. The managers can then easily copy and paste the data into their performance management tool (Jira, Asana, etc.) to share with their team.

Since we are a fully remote company, automation is critical to ensure that managers are staying up-to-date on all of their team members’ KPIs.

We also created a template in Microsoft Word that automatically generates quarterly performance reviews. The managers can quickly review the template, make updates in Microsoft Excel, and then copy and paste the data into the review. This prevents them from having to manually create reviews from scratch each quarter.

Matthew Ramirez, CEO, Rephrasely

Use Google Data Studio

My case is quite easy, as my team’s work is very measurable. Each employee has their own target for the number of backlinks they should gain in the quarter as well as we have one for the whole team. In Google data studio, I created panels that automatically update dashboards presenting the progress for both targets.

Natalia Brzezinska, Marketing & Outreach Manager, US Visa Photo

Automated Tracking Employees Work Hours

I’m a huge believer in automating employee performance management. For example, I’ve automated the process of tracking my employees’ hours on a weekly basis. It helps me stay up to date with how much time each employee is spending at work and how much time they’re spending on each project.

This is an important part of my employee performance management strategy because it helps me identify which employees are slacking off and which ones are doing their jobs well and also helps me spot trends in their work habits and productivity over time.

This information can be used to make more informed decisions about who should be promoted, who should be fired and who should get a raise.

Shaun Connell, Founder, Writing Tips Institute

Allocate Time to Improve Employee Alignment

We know automation saves time and money in all management processes, right? Employee performance is no exception.

As an SEO agency, we have too many manual processes that can be time-consuming and ineffective. Finally, we use an automated review management system like NiceJob, Yext, etc., to emphasize employee performance and development.

By doing so, we’ve created an environment in which people can reach their full potential and perform the highest quality work efficiently and effectively. This, by itself, ensures that employees are aligned with the organization’s goals.

The system is simple: each employee is given a goal that is SMART. And by aligning their goals with the organization’s goals, everyone is working towards the same end result.

Tracking progress is simple to implement with automation tools, so everyone knows what needs to be done, resulting in increased productivity, faster growth, and greater collaboration.

Maria Harutyunyan, Co-Founder, Loopex Digital

Set Up Automated Airtable Reports

As a content-led marketing team, we track our content calendar in Airtable, where every team member has a specific task related to the pieces we’re creating.

Tracking writing and editorial teams’ performance is challenging with the volume of content we’re producing, so we set up automated reports in Airtable that give the management a clear overview of everything that the content team is doing, show if they are on track to fulfill their goals, and provide insight into the quality of work.

The automated reports fire once a week and go to Slack and management emails, and they have significantly cut down the time our Executive Editor spent calculating everything manually.

Gordana Sretenovic, Co-founder, Workello

Use Performance Management Software

There are several ways to effectively automate employee performance management, but one of the most effective ways is to use performance management software. This type of software allows you to track and monitor your employees’ performance in real time, and it can help you identify areas where they may need support or additional training. 

Additionally, you can use the software to set goals and objectives for your employees, and track their progress towards achieving those goals. This can help ensure that they are consistently meeting the expectations of the role, and it can also help motivate them to perform at their best.

If you’re managing software developers this software can help you track tickets and commits and measure performance in a way that otherwise would not be possible.

Luciano Colos, Founder & CEO, PitchGrade

Use OpenVio Tool 

Our entire team uses an application developed in-house named OpenVio. The managers assign work to everyone in their team using this application. As the employees complete their tasks, they update their progress on OpenVio along with the approximate time they take to complete individual tasks. The managers rate the quality of the work performed by the employees on OpenVio itself. This creates a good database of the individual employee’s performance.

Using OpenVio, every employee is able to evaluate their performance in comparison to the rest of the team. How are the managers rating them compared to other members of the team? Do they take longer than the rest of the team to complete the same tasks?

An individual employee sees her performance in comparison to an aggregation for the others. OpenVio gives a continuous virtual online personal performance review to everyone. Similarly, the managers are quickly able to check everyone’s performance and assist the employees who are lagging.

Beth Worthy, President, GMR Transcription

CRM Reports

Without CRM reports, I would have no idea where to start when evaluating my employee’s performance. Everything should be done within our CRM tool and it is great for pulling reports and seeing a bird’s eye view of everything our employees have done in a quarter, or full calendar year.

Scott Krager, Founder,

Create a Feedback Loop

The most effective way to automate employee performance management is through the implementation of a feedback loop.

When employees are given the opportunity to provide input and feedback on their daily tasks and activities, it enables managers to better track, assess and improve their performance. Additionally, automated performance tracking systems can be used to monitor employee objectives and goals and alert managers when an improvement is needed or when an employee exceeds expectations.

As part of the automation process, establish key metrics for job roles within your organization so that you are able to easily evaluate employee performance against these metrics. Finally, provide regular training sessions to ensure employees are aware of expectations and are up-to-date on processes as they may change over time.

Grace He, People and Culture Director,

Use Zoho People

We are using Zoho People. Zoho is excellent for automating employees’ performance management. It allows deeper comprehension by gathering all the necessary information for analysis. Using this tool, You can easily evaluate your employee’s performance and provide them with feedback efficiently and in a timely manner.

Farhan Sheikh, Founder, SEO LHR

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