Performance reviews that run on the phone, across your whole operation
Performance review cycles with self-assessment, manager review and hands-on tests, set up with AI and done on the phone. Comparable results across stores, shifts and regions, no spreadsheets.
Operational view
Reviewing a thousand people shouldn't take three months.
In operations with hundreds or thousands of people, the performance review cycle turns into a project: paper forms, store managers filling them out after hours, HR merging spreadsheets for weeks. In the end, scores depend more on the reviewer than on the person reviewed.
Workdex Performance Reviews run the entire cycle on the phone. AI builds the form by role, each employee completes a self-assessment, the manager reviews in minutes and a hands-on test adds evidence where opinion isn't enough. The platform consolidates, calibrates and summarizes results by person, team and location.
Application
When to use
Annual or semiannual cycles
Run the full cycle at every location at once, with deadlines, automatic reminders and real-time tracking.
End of the probation period
Review new hires on objective criteria before probation ends, using the same skills assessed during hiring.
Calibration across locations
Compare stores, shifts and managers on the same scale and spot reviewers who are too strict or too generous.
Step by step
How it works
Set up the cycle with AI
Choose the audience, criteria and skills by role. AI suggests the form, rating scales and cycle calendar.
Collect on the phone
Employees and managers respond on their phones, with automatic reminders until the cycle closes.
Add evidence to opinion
Short hands-on tests confirm critical skills and reduce reviewer bias.
Close with an action plan
AI summarizes results, flags gaps and suggests each person's development plan for the feedback conversation.
Operation
Data, outputs and workflow impact
Review formats
- Self-assessment and manager review.
- Competency-based and role skills-based reviews.
- Proctored hands-on and situational tests.
What the cycle delivers
- Scores by skill, by person and rolled up by location.
- AI summary and key points for the feedback conversation.
- Development plan and promotion readiness signal.
Governance
- Calibration across managers and locations.
- Full history per employee, cycle after cycle.
- The final decision always belongs to a person, never automated.
Platform
Inside the platform
Team matrix
Cycle results by skill and by person, in a single view.
From review to career
Top performers in the cycle show up on the path to the next level.
Individual report
Scores by skill and evidence gathered for the feedback conversation.
FAQ
Frequently asked questions
Does the performance review replace the feedback conversation?
No. It prepares for it. The manager walks in with the summary, the gaps and the suggested plan, and the conversation gets shorter, more objective and fairer.
Can I run 90, 180 or 360-degree reviews?
Yes. You choose who reviews whom in each cycle: self, manager, peers or direct reports, based on the role and the maturity of each team.
Why include a hands-on test in a performance review?
Because reviewer opinions vary a lot across locations. A hands-on test measures the skill the same way for everyone and gives HR a comparable baseline across stores, shifts and regions.
How much time does a manager spend per employee?
A few minutes. The form is short, built for mobile, and AI delivers each person's summary for the manager to review.
Workdex Skills
Five modules. One skills scale.
Employee Management
Every store, shift and site in one place, with each person's skills profile.
- One employee database across locations
- Profiles accessed on mobile
- Skill search for scheduling
Skills Intelligence
A live skills matrix for your operation, measured with hands-on tests.
- Skills library by industry
- Gaps by store, line and shift
- Critical coverage alerts
Internal Certifications
Qualifications with proctored tests, verified identity and tracked expiration.
- AI-generated tests from your own procedures
- Alerts before expiration
- Audit-ready evidence
Career Progression
Clear career paths from entry-level roles to leadership, with each person's exact gap.
- Career path visible on mobile
- Promotion readiness
- Succession bench by job
Companies that trust Workdex
Review cycles in days, not months.
See how Workdex runs performance reviews for your entire frontline operation, on the phone.