HR Reviews: A campaign tracked site by site
For HR teams running a campaign across several sites: each group has its own form, and you follow every step from preparation to report approval.
HR Reviews
One campaign, every site.
- Campaign
- Annual reviews
- Scope
- North, Central and South sites
| Site | Status | Next step |
|---|---|---|
| North | Preparation | Approve the template |
| Central | In progress | Track responses |
| South | To close | Review the reports |
The same framework, with next steps specific to each site.
Léa Moreau · Maintenance technician
A structured conversation.
Year in review
Getting up to speed on the new tools made it easier to coordinate with other sites.
Goal to discuss
Create a handover guide for new hires.
Preparation, conversation, write-up: keep the whole journey connected.
After Léa Moreau’s review
Follow-ups to track.
- Clarify a training needTo assess
Owner: North site HR
- Set the next goalIn progress
Owner: Hugo Bernard, manager
- Prepare the check-inTo schedule
Léa Moreau and Hugo Bernard
A stated need, an owner, a concrete follow-up.
HR Reviews day to day
From campaign to report
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Employee groups
Assign each population its own form and process.
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Template library
Start from a preconfigured group, then adapt the template.
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Upikat
AI assistance linked to the form to help prepare answers, with review of the content it produces.
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Review oversight
Track steps, approvals and documents within your scope.
Upikat AIWhat goals did you set yourself this year?
Train two apprentices and cut response times.
Added by Upikat (AI) — to review
Upikat, Upikajob’s AI assistant
Upikat prepares the review with you.
You stay in control.
Upikat helps each person prepare their part of the form: it asks the template’s questions one by one and adds the answers to the form. The conversation with the manager, reviewing the wording and the decisions remain with the people involved.
One question at a time
Those from your review template, with no form to fill in all at once.
Answers to review
Each added answer is flagged “to review”: keep it, edit it or undo it.
Always presented as an AI
The “AI” badge and its notice stay visible throughout the conversation.
Upikat is an artificial intelligence. Its suggestions must be reviewed before any approval.
Try it yourself
Fix, then launch
Before invitations are sent, the launch check flags what is blocking the campaign. Fix each issue: launch then becomes available.
Before you start
Getting started with HR Reviews
The rollout
- Define the populations
Check employees, managers, dates and site rules.
- Prepare the forms
Choose or adapt the template and the process.
- Launch and monitor
Fix blockers, send invitations, follow up on reminders.
- Approve and follow up
Review the reports and handle the follow-up actions.
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Set up the campaign before sending invitations
A campaign starts from a template, an existing setup or a review form to adapt.
Before sending, the launch check flags, among other things, missing forms, missing required reporting lines and recipients who cannot receive the invitation.
- Set the campaign dates and purpose.
- Build groups according to your rules.
- Assign each group its form and steps.
- Check managers and recipients.
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Each review has its own purpose
Annual reviews and professional reviews (France’s entretien de parcours professionnel) differ in purpose: keep their preparation, sections and evidence separate.
- Annual review
- Duties, objectives, resources ahead
- Career review
- Qualifications, career aspirations, training needs
- Follow-up review
- Agreed points, factual difficulties, next steps
- 360-degree feedback
- Questionnaire, rater circles, debrief rules
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Use your templates, import your PDFs
An imported blank template helps rebuild a form, to be checked before release. A completed review report, however, must be linked to the right record and its answers checked.
A person always approves an annual review imported from a PDF: the import alone does not close it.
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Follow up on the conversation
Objectives, skills and expressed needs then flow into the employee’s follow-up.
You review and decide: a training request remains a request until it has been approved and then scheduled.
In the demo
What we check together
With a blank template and a fictitious org chart, we follow a campaign through to the employee’s record, then two cases: a missing manager and a PDF to correct.
What we review
- A campaign organized by groups and forms
- Identifiable steps and approvals
- Review reports available according to access rights
- Needs to examine
Helpful answers
Your questions, simply answered.
Pointers to assess your project and prepare the right questions.
All questionsCan different sites use different templates?
Yes, each group can have its own form. Keep common sections and limit variants to real differences between jobs.
Are annual reviews mandatory for every company?
No, unless your collective bargaining agreement requires them. The career review falls under a different framework: check the applicable rules.
Is an imported PDF immediately treated as a completed review?
No: for an imported annual review, a person always approves it, after checking the employee, the review type and the answers.
Does the AI replace talking with the manager?
No. Upikat helps prepare the content of the form. The conversation, the review of the wording and the decisions remain in the hands of the people involved.
Can we start with a pilot group?
Yes, with a pilot that is small but representative: include a change of manager, several groups and a PDF history.
Further reading
Your next step
Let’s start from how your teams really work.
Your sites, your reviews, your priorities. Prepare a demo built around the use cases that matter to your organization.
