Keep business owners on top of advisors' six-month reviews

Business owners adding new advisors risk review gaps, causing missed performance follow-ups. Create calendar meetings set six months after hire so HR and managers run timely reviews.

Overview

Missed six-month reviews leave advisor performance unmeasured and manager follow-ups inconsistent, putting coaching opportunities at risk. This workflow schedules review meetings six months after hire and notifies HR and managers, eliminating scheduling gaps and enabling timely performance conversations. Stakeholders gain clearer handoffs and fewer missed follow-ups.

Notable Features

Create calendar events six months later
Notify HR and hiring managers
Populate event with advisor details