Employee Performance Review & Evaluation Workflow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 3-5 people (HR, managers, executives) A s...
Departing employees will tell you things they'd never say while employed - but only if you ask the right questions and create a safe space. This template structures exit interviews to capture honest feedback about management, culture, and retention risks.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Schedule the exit interview | TM Team member | |
| Status: Active | 2. Gather reason for leaving why this works | Claude AI agent | |
| Status: Waiting | 3. Discuss job and management experience | TM Team member | |
| Status: Conditional | 4. Review company feedback why this works | Claude AI agent | |
| + 2 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 3-5 people (HR, managers, executives) A s...
Estimated Time: 3-5 business days Difficulty: Medium Team Size: 4-6 people (employee, manager, HR, executive) A thoroug...
This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...
Use this procedure to run your recruitment screening with AI tools. It walks you through setting up your criteria, runni...
Lay out your steps, deadlines, and who does each: a person, AI, or a rule.
Launch in one click. AI does the routine steps; people approve. No glue code.
Watch every step live, then refine - a gradual shift, never a total redo.
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