Like our Performance Review workflow, the Mid-Year Review allows admins to initiate the review cycle for all or selected employees. It includes predefined questions for both employees and managers to complete, focusing on progress and development midway through the year.

Tasks appear in the to-dos area to ensure visibility and timely completion. All responses are fully reportable, providing valuable insights that support a consistent, structured, and data-driven review process.

To explore and compare the different versions of our Performance and Mid-Year Review workflows, and see what you can do with each based on your package tier, please click here.

Admins begin a performance cycle by selecting all or specific employees, and choosing 'Start Mid-year review'.

Invited users receive an email and a To Do to complete:
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They will complete the answers, provide overall summary and sign off.

Managers will receive an email and To Do to complete their sections when the employee has saved. They will be able to view but not edit the employee's side of the review.

Once the manager completes, the employee will receive an email confirmation, letting them know they can see the full review in their Profile.

Below is the list of the pre-defined Mid-Year Review Questions. As well as their own Sign Off check box and date, Employees and Managers will have individual comment boxes for the following questions.

Question 1: Progress on Goals and Responsibilities
How are you progressing toward the goals and responsibilities set at the beginning of the year? What achievements have you made so far, and what areas require more focus?

Question 2: Collaboration and Teamwork
How have you contributed to team efforts during the first half of the year? Can you share any examples of effective collaboration or support provided to colleagues?

Question 3: Challenges and Problem Solving
What challenges have you encountered so far this year, and how have you addressed them? Are there any ongoing issues that require support?

Question 4: Learning and Development
Have you undertaken any learning or development activities this year? Are there specific skills you are working on, or areas where you would benefit from more support or training?

Question 5: Adjustments and Focus for the Rest of the Year
Based on your experience in the first half of the year, what changes (if any) do you plan to make to better achieve your goals? What support do you need to succeed in the second half of the year?

This workflow comes with predefined questions and set permissions.

You have the ability to edit these questions using the Screen Designer. When making changes to the fields on this screen, it’s important to also update the Screen Variants.

Click here for an article on how to create or edit a screen, and scroll to the bottom of the page to learn more about Screen Variants.

This workflow is available for organisations on the Elite and Enterprise tier. You can find it in the Workflow Hub.

When you deploy it, a Mid-Year Review screen will be added to the Employee Profile template - unless one already exists with the exact same name.

If your organisation already has a screen with this name, a new one will not be created. You can either rename/delete your existing screen, or you may just need to update it slightly to match the below requirements in order for the workflow to function properly (see the list below).

When a screen is automatically added during workflow deployment, all required fields, permissions, and best-practice recommendations are included by default.

This section only applies if you already have this screen or plan to customise the preloaded version. It outlines which elements must remain unchanged for the workflow to function correctly.

We advise for this screen to not be editable under any non-admin permission schemes. Once someone has completed their side of the review, their answers and name should not be edited.

Anything that needs completing will be done so within the task, therefore this screen can be read only for employees and managers if they want to review for future reference.
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When an employee holds multiple job roles with different managers, all relevant managers will receive an email notification. Each manager will see a shared 'group' to-do item for completing the form; however, only one manager needs to complete it. Once the form is submitted, the to-do item will automatically be removed from the other managers’ task lists.

If you're on the Elite Tier and have access to the Screen Designer, you have the ability to edit these questions. When making changes to the fields on this screen, it’s important to also update the Screen Variants, as this is what defines which part of the review we send to who.

Click here for an article on how to create or edit a screen, or scroll to the bottom of that article to learn more about Screen Variants.

The workflow relies on this specific screen name and the variants linked to this screen. If the name is changed, the workflow will no longer function.