Streamlining for Success: A Guide to Preparing Employee Yearly Reviews
In this webinar recording our Customer Success Managers, Rosalind Bygott and Emily Birks, provide valuable insights on optimising your account for the performance review process.
Key topics covered:
- Streamlining your review process by closing overdue reviews, objectives, and personal development goals in bulk.
- Ensuring accurate and up-to-date people data for a seamless review experience.
- Setting up an autocycle to automate the review process.
- Efficiently creating performance reviews in bulk.
- Sending customised notification emails.
By proactively preparing your account for the upcoming review period, you can establish a highly efficient and streamlined review process. This approach not only minimises the risk of inaccurate reviews but also reduces the burden of overdue tasks, fostering a positive and manageable experience for everyone involved.
Presented by:
Meet Emily Birks, a dedicated Customer Success Manager at Appraisd, with over 3.5 years of experience. She epitomises a customer-centric approach by consistently placing her clients' needs and goals at the forefront of her work.
Emily's core mission centres on facilitating her clients' success. She celebrates their achievements and goes the extra mile to ensure they reach their desired outcomes. Her true passion lies in assisting businesses with employee development, aligning it seamlessly with their organisational goals.
With her commitment to client success and a sincere dedication to enhancing businesses through employee development, Emily Birks is a valuable asset to the Appraisd Team and a trusted partner for her clients.
Ros has been a Customer Success Manager at Appraisd for nearly five years. She started her postgraduate life managing teams in a specialty coffee, gaining experience in relationship building and customer service. Along the journey to finding customer success, she also had a stint making canvas stretchers for artists and volunteering for a woman’s rights charity. You can now find her helping our clients achieve success with Appraisd throughout their time using our product.
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