CWP Global is an innovator in renewable energy development, providing energy solutions and helping build a sustainable future. They share their experience automating performance reviews with Plumsail Forms for SharePoint.
CWP Global has successfully transformed their performance review process by implementing a fully digital solution using SharePoint Forms. This innovative approach has streamlined their evaluation procedures across both grid-connected and green hydrogen businesses, marking a significant step in enhancing operational effectiveness.
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CWP Global stands at the forefront of renewable energy development:
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CWP Global has initiated two independent performance review processes for its grid-connected and green hydrogen businesses, marking a significant step in evaluating and enhancing operational effectiveness.
For the first time, both reviews were conducted fully online, leveraging digital platforms to streamline the process and ensure comprehensive participation. Demonstrating a commitment to greater organizational integration, the company decided to internalize these reviews, allowing for direct oversight and deeper alignment with its strategic goals. This approach reflects CWP Global’s dedication to innovation and continuous improvement across its expanding energy portfolio.
CWP Global set rigorous requirements for automating its performance appraisal process, ensuring it met the company's high standards for precision, flexibility, and user-friendliness. A core requirement was to keep the process simple, easy, and intuitive for participants, promoting seamless engagement and reducing potential barriers to adoption.
Key requirements included:
These tailored features reflect CWP Global’s commitment to creating a robust, adaptable, and participant-friendly appraisal system that aligns with its operational needs.
CWP Global chose Plumsail Forms to create a comprehensive performance appraisal system. The solution provided:
The system utilizes advanced features to collect and manage performance data:
CWP Global utilized the Likert Scale control in Plumsail Forms to simplify the process of collecting detailed information on various performance indicators, ensuring a user-friendly experience for employees. This control provided an intuitive way for employees to rate indicators consistently, making the evaluation process straightforward and efficient. To enhance usability further, the Accordion control was employed to organize performance indicators into collapsible sections. This allowed employees to focus on one group of indicators at a time, minimizing distractions and ensuring a seamless, structured form-filling experience.
Plumsail Forms, Liker Scale control in Accordion, Designer mode
Plumsail Forms, Liker Scale control in Accordion, SharePoint mode
CWP Global implemented an innovative approach by storing the values of multiple performance indicators in a single SharePoint list field in JSON format. This method streamlined data management and integration, enabling seamless parsing of the indicator values using Power Automate. The structured JSON format provided flexibility for extracting specific data points, automating workflows, and generating detailed reports.
Set of indicators stored in one field
By centralizing indicator data in this way, CWP Global ensured efficient handling of datasets, simplifying reporting and enhancing the overall usability of the performance appraisal system. This approach highlights the company’s focus on leveraging technology to optimize data-driven decision-making.
Parsing JSON data in Power Automate
Custom JavaScript implementation enabled:
JavaScript framework, required fields
CWP Global leveraged the JavaScript framework for Plumsail Forms in SharePoint to customize the behavior of its performance appraisal process, ensuring a dynamic and context-sensitive user experience. This framework enabled advanced functionality, such as hiding or disabling specific fields based on the stage of the process, as well as dynamically setting values based on user inputs or predefined conditions.
JavaScript framework, hide fields
By dynamically adapting the form's behavior, CWP Global streamlined the user experience, minimized potential errors, and maintained data integrity throughout the process. This customization capability underscored the flexibility and power of Plumsail Forms in meeting the company’s requirements.
JavaScript framework, set field values
With Plumsail Forms, we were able to develop a robust and user-friendly tool for automating our Performance Appraisal process in Microsoft SharePoint. The solution allowed us to seamlessly accommodate multiple performance indicators using a Likert scale while efficiently storing large volumes of data in JSON format for easy parsing and further analysis.
The implementation process was smooth, and by leveraging JavaScript controls, we ensured that employees and managers could access and edit the right information at the right stage of the process. Additionally, built-in form validation helped maintain data accuracy before submission, making the entire experience seamless and efficient.
The implementation of the automated performance review system delivered significant benefits:
Performance review form
The result of implementing Plumsail Forms with customized solutions was a highly successful performance review process that was both efficient and user-friendly. Employees found the system intuitive and straightforward, leading to widespread acceptance and engagement across the organization. The dynamic design ensured a seamless experience, while the collected data provided deep, actionable insights for the HR team and management.
These insights allowed for more informed decision-making, fostering a culture of continuous improvement and aligning individual performance with organizational goals. Overall, the process not only met but exceeded expectations, delivering value to both employees and leadership at CWP Global.
Ready to transform your performance review process? Get started with a 30-day free trial of Plumsail Forms and see how it can revolutionize your HR processes.
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