HR performance review workflow for Tallyfy

Run manager reviews that drive real development

Manager reviews often become checkbox exercises that don't lead to actual improvement. This workflow guides you through gathering feedback, preparing assessments, conducting the conversation, and documenting outcomes so reviews drive meaningful development.

6 steps
4 fields

Run this workflow in Tallyfy with people, AI, and conditions

Manager Reviews Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Manager performance review

TM
Team member
Status: Active

2. Gather performance data

Claude
AI agent
Status: Waiting

3. Prepare review content

TM
Team member
Status: Conditional

4. Conduct the review meeting

Claude
AI agent
+ 2 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Manager performance review

5 days from previous step
task
Use this template to write your manager performance review:

Template: {{manager-review-template-7749970}}
2

Gather performance data

1 day from previous step
task
Collect input from multiple sources before the review - direct reports, peers, and stakeholders who work with this manager. Look at objective metrics like team performance, turnover, and project delivery. You'll get a much more accurate picture when your feedback isn't coming from just one angle.
3

Prepare review content

1 day from previous step
task
Organize your feedback into clear themes. What's working well? Where are the gaps? Be specific with examples rather than vague generalizations. Prepare both the strengths you want to recognize and the development areas you need to address. Don't surprise them with anything major - if something's serious, they should already know about it.
4

Conduct the review meeting

1 day from previous step
task
Have a real conversation, not a lecture. Share your assessment, then listen to their perspective. Discuss what support they'll need to improve. Focus forward on development rather than dwelling on past mistakes. End with clear action items and commitments you both own.
5

Document outcomes

1 day from previous step
task
Write up the review with the goals and development plans you both agreed on. Include their self-assessment and your evaluation side by side. Document any compensation decisions you've made. Have them sign to confirm they've received it, then file everything appropriately for HR records.
6

Follow up on development

1 day from previous step
task
Don't let the review be a once-a-year event. Check in regularly on progress toward goals and provide the coaching and resources they'll need. Adjust plans as circumstances change. Ongoing development conversations are far more useful than annual reviews - they're where real growth actually happens.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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