Build an application in App Engine Studio (AES) using the Performance Review template to automate scheduling, notifications, and feedback for performance reviews.

To use the Performance Review template, install this application from the ServiceNow Store.

Performance Review template

A performance review app automates the process of scheduling annual or quarterly reviews, reviewing employee performance, and providing manager feedback. The app displays report information by default and lets managers view, update, and request employee performance reviews.

Employees can complete their self-evaluation, monitor the status, and confirm evaluations via a web portal. The app will automatically notify employees and managers to submit their evaluations.

Managers can request an update to the self-evaluations, submit manager-evaluations, confirm evaluations, and monitor the status of their team's submissions via a portal.

The HR/admin role can select an annual, bi-annual, or quarterly review process schedule and edit both the self-evaluation and manager-evaluation templates. HR/admins can monitor the status of all evaluations by department, organization, or manager.

You can improve this template by incorporating the following features:
  • Add continuous option as a review process
  • Use Playbook to manage review schedules
  • Include HR review/escalation process for both self-reviews and manager reviews
  • Add peer reviews process
  • Add goal setting or objectives and key results (OKRs)
  • Add integration with HR software
  • Add skill set assessment metrics
  • Add performance improvement plan (PIP) process/individual development plans
  • Include compensation info/annual performance review (APR)

For more information on creating an application using a template, see Create your app using an application template.

Performance Review template contents

The following tables, experiences, automated workflows, and roles are included in the Performance Review template for App Engine Studio (AES).

Tables in the Performance Review app template

Table label [name] Description
Performance Review Table

[x_<company-code>_<my performance_review_app>_performance_review]

 Track the performance evaluations created by employees and managers. For example, the employee name, state of the review, manager feedback, and state of the review.

Experiences in the Performance Review app template

Experience Experience type Description
Performance Review | Edit Settings Form Form where managers can configure performance review settings and add notifications.
App name | Workspace Workspace Workspace where admins and managers can configure review schedules, update evaluation templates, and monitor the status of all evaluations.
Performance Review Test | Emp Mgr feedback Form Form for managers to create employee evaluation questions, monitor the status, and leave feedback.
Performance Review | Manager Review Form Form managers can use to include questions, review employees responses, and leave feedback.
Performance Review | Self Review WS Form Form for employees to complete self review questions.
Performance Review | Workspace Form Form for mangers to monitor the status of their team's submissions.
App name | Portal Portal Portal where employees can submit, update, review, and confirm evaluations.
Performance Review | Default View Form Form that managers and employees can use to view performance reviews.
Performance Review | Self Review Form Form employees and managers can use to submit a self-assessment of their performance.
Mobile app Mobile experience Employees can access their performance reviews using your organization's iOS or Android app.

Automated workflows in the Performance Review app template

Workflow name Workflow type Description
Perf Review - Send PR Employee Update Self-Eval email Flow - record Triggers the PR Employee Update Self-Eval email.
PR Employee Manager - Eval submitted Email Notifies managers that an evaluation has been submitted.
Perf Review - Send PR Employee Complete Evaluation email Flow - record Triggers the PR Employee Complete Evaluation email.
PR Employee Manager - Eval submitted DJ Email Notifies managers when self-evaluations are submitted.
PR Admin Eval Deadline Passed Email Notifies admins when an evaluation deadline has passed.
PR Reminder: Manager need to submit eval Email Reminds managers to submit their evaluations.
PR Manager Self Evaluation Submitted Email Notifies admins that managers have submitted self-evaluations.
Perf Review - Send PR Employee Manager - Eval submitted Flow - record Triggers the PR Employee Manager - Eval submitted email.
PR Reminder - Employee Self Evaluation Email Notifies employees to submit self-evaluation.
Perf Review - Send deadline email Flow Triggers a deadline reminder email on the date indicated in the system properties.
PR Employee Complete Evaluation Email Notifies employees their evaluation is complete.
PR Employee Update Self Evaluation Email Notifies employees they need to update their self-evaluation.
Perf Review - Main Flow Flow Controls when reviews are triggered, email reminders, and end of review period is reached. This is the main flow that triggers daily.
Perf Review - Send reminder emails Flow Triggers reminder emails on the date indicated by sys_properties.
Perf Review - Create records Flow Triggers review records on the date indicated by sys_properties.
Perf Review - Set review inactive Flow Inactivates reviews on the end date of the review period, specified in sys_properites.
PR Admin Self - Eval Submitted w/o Manager Email Notifies admins if a self-evaluation is submitted without a manager or title.
PR Reminder Employee Update Self Eval Email Notifies employees to update self-evaluation.
Perf Review - Send Manager/Admin Self-Evaluation Submitted email Flow - record Triggers the PR Admin Self-Evaluation Submitted without manager or the PR Manager Self Evaluation Submitted email.

Roles in the Performance Review app template

Role title [name] Description Contains roles
Employee

[x_<company-name>_ <my performance_review_app>.employee

 Employees can complete/update self-evaluations and confirm evaluations. Read (own) and Update (own)
HR/Admin

[x_<company-name>_ <my performance_review_app>.admin

 HR/Admins can schedule reviews (annual, bi-annual, custom, or manual), edit self and manager evaluation templates, and monitor the status of all reviews. Create, Read (own), Update (own), Delete (all)
Manager

[x_<company-name>_ <my performance_review_app>.manager

 Managers can request updates to a self-evaluation, submit manager-evaluations, and monitor issues related to evaluation submissions. Read (my team) and Update (my team)