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Quarterly Feedback

The Quarterly Feedback process is aimed at standardizing the employee evaluation process to ensure consistent and comprehensive assessments.

Workflow template includes the following steps

Step 1 — Set Evaluation Criteria

Define the criteria on which the employees will be evaluated. This could include factors like job knowledge, quality of work, productivity, teamwork, etc.

Due Date

Output Field Conditions

Step 2 — Communicate the Process

Inform the employees about the evaluation process and criteria. This ensures transparency and allows employees to understand what is expected from them.

Output Field

Step 3 — Conduct Employee Evaluation

Evaluate each employee based on the defined criteria. Make sure to provide constructive feedback and highlight areas of improvement.

Due Date

Output Field Conditions

Step 4 — Document Feedback

Document the feedback for each employee. This will serve as a reference for future evaluations and help track the progress of the employee.



Step 5 — Communicate Feedback

Share the feedback with the respective employees. Discuss the areas of improvement and create a development plan if necessary.

Output Field

Step 6 — Follow-up

Follow-up with the employees to check on their progress and provide further guidance if necessary. This step ensures that the feedback process leads to actual improvement.

Due Date

Output Field Conditions

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Quarterly Feedback

The Quarterly Feedback process is an essential part of any organization’s performance management system. It ensures that all employees are evaluated on the same criteria, thereby promoting fairness and transparency. This process eliminates the possibility of overlooking any important points during the review, which is a common issue when dealing with large teams. By standardizing the feedback process, managers can provide more effective and meaningful feedback, leading to employee growth and development. Furthermore, this process assists in identifying performance gaps, potential leaders, and areas for improvement. It also helps in aligning individual goals with the organizational goals, thereby promoting a unified direction towards success. The Quarterly Feedback process ultimately contributes to the overall improvement of the team’s performance, leading to increased productivity and efficiency. By using a structured process, the organization can ensure that feedback is not just a routine task, but a powerful tool for continuous improvement and employee engagement.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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