Performance evaluation workflow. Tommy & Clerius [Chapter 7]


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The organization grew, Tommy and Clerius need to define performance evaluation workflow for their teams. Evaluating performance is key to improvement and recognition, but it involves a huge number of chained tasks and coordinated actions between different people. This workflow cannot be relegated to memory or goodwill. It must be formalized in a cloud workflow tool, accessible to everyone involved.

Performance evaluation workflow. A cloud workflow tool for automating this process.


Performance evaluation workflow

Tommy, with his pragmatic way of structuring solutions to problems, quickly identified the relevant stages in the performance appraisal workflow for all the people in his organization:

  • Initially:
    • Define objectives for each person.
    • Check if those objectives are the right ones.
    • Approve the objectives and set them for each person.
  • Later…
    • Follow up on objectives
    • Evaluate progress and give feedback.
  • Finally…
    • Agree on the evaluation date
    • Conduct and record the outcome of the evaluation
    • Review and approve the evaluation (Management)
    • If applicable, the board also review and approve the evaluation
    • Update and document the evaluation.

Using Flokzu, the cloud workflow tool he already had, he modeled the process graphically (using standard BPMN notation). An extensive process remained, but when he could see it entirely, and zoom in where necessary, he was able to discuss it with Clerius and the other levels of the organization:

Performance Evaluation Workflow modeled in Flokzu Cloud Workflow


Evaluation data

In addition to the graphic diagram for the evaluation, it was necessary to define the relevant data for each person as part of the performance evaluation workflow. So, the main information was:

  • Evaluated name.
  • Position
  • Evaluator’s Name
  • Evaluator’s Charge
  • Main Objective
    • KPI / Main Compliance Meter
  • Objective 2
    • Second KPI / Compliance Meter
  • Third Objective
    • Third KPI / Compliance Meter
  • Date of Evaluation
  • Result of the Evaluation.

Using the Form Generator, and without writing a single line of code, Tommy defined the different fields, each with its own data-type.

This cloud workflow feature is known as “low-code” or directly “no-code”. Therefore, Tommy had the process and its associated form ready in a few hours. In other words, he didn’t have to open an IT Ticket.


Summing up…

To sum up, performance evaluation is a method by which the job performance of an employee is documented and evaluated. As a result, it usually involves several tasks and participants.

Thus, it makes sense to automate the performance evaluation workflow of every employee at CleTo Associates, Inc.

A cloud workflow tool such as Flokzu, lets you define and start using this process in just hours. This is possible because no technical knowledge or programming is required. The process form will store all the relevant information. The BPMN engine will execute the modeled process, following the defined business rules.

Finally, our recommendation is to take advantage of the free trial of our Premium service, and fully configure this workflow. In a few hours, you will be able to see it working. After that, make the decision about its definitive automation.


You can also schedule a joint work session here. We will define your process together. Have it done in less than 30 minutes.


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Sobre el autor

Picture of Felipe Demassi

Felipe Demassi

I am an Industrial Engineer passionate about continuous improvement and operational efficiency. My academic background is complemented with courses in programming, computer science, digital marketing, and business sciences. This strong foundation allows me to tackle business and technological challenges from a generalist perspective. In my current role as the leader of the Customer Success team at Flokzu, my primary goal is to ensure that our customers fully leverage our product and service to achieve their business objectives. To achieve this, I perform the following functions: I work on defining the team's strategy, designing operations that ensure our customers get the most value from our platform. I oversee operations and sub-teams, including customer onboarding, support, and continuous training. Internal Process Development: I define and improve internal processes, ensuring their correct implementation and constantly seeking ways to enhance them to optimize customer experience. Metrics Analysis: I collect and analyze key metrics related to product usage, customer satisfaction, retention, and growth, as well as team performance. Coordination with Other Teams: I work closely with other departments within the company and coordinate joint actions that benefit our customers. During my time at Flokzu, my team achieved remarkable results, including a significant increase in customer retention and earning the "Best Customer Support 2022" award by Software Advice. Before taking on my role in the Customer Success team, my experience at Flokzu was focused on the services team. As a process analyst, I led the management of software implementation projects, provided process consulting, training, and customer support, and acted as a liaison between the customer and other sectors of the company.

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