Mid-Year Review Workflow: 4 Steps
Sense can run a four-step mid-year review: employee review, manager review, employee sign-off, then manager final sign-off.
How it works
The four-step version creates an explicit acknowledgement loop instead of ending after the manager comments.
1
Start the cycle
Administrator starts the mid-year cycle.
2
Employee completes review
Employee completes the first review step.
3
Manager reviews and comments
Manager reviews and comments.
4
Employee signs off
Employee signs off on the manager's feedback.
5
Manager final sign-off
Manager adds final comments and completes sign-off.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Administrator starts the mid-year cycle.
What happens at the end of the workflow?+
The final documented step is: Manager adds final comments and completes sign-off.
Who is involved?+
The documented participants are Employees, Managers, Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.