Process builder

Process builder: build the process your company needs

Draw your performance cycles and onboarding processes on a canvas, with the stages, participants and rules you define.

  • A canvas with one lane per participant
  • Ready-made blocks for each type of stage
  • Rules specific to each process
  • Performance and onboarding templates

Every company reviews and welcomes its people in its own way, and that way changes: one year peer reviews are added, another year goal setting moves earlier. When the process is hard-wired into the software, every change becomes a project.

With the Clikma process builder, whoever manages performance draws the process on a canvas: they choose the blocks, arrange them into stages, define who acts in each one and set the rules. It works for performance review cycles and for onboarding processes, starting from a template or from scratch.

Process design

  • Canvas with lanes

    The process is drawn with one lane per participant, so you can see at a glance who acts in each stage.

  • Block palette

    Each type of stage is a block: self-assessment, manager review, goal setting, feedback, checklist and more.

  • Stage properties

    Each block has its own parameters, with default values you can change.

  • Templates

    You start from a performance or onboarding template and adjust it, or start from scratch.

  • Guided tour

    A step-by-step tour shows how to use the builder the first time.

Rules and control

  • Rules per process

    Deadlines, the order of the stages and what is required to finish are settings of each process, not of the software.

  • Change log

    Every change to the design is recorded: who made it and when.

What you can build

  • Performance cycles

    Reviews by goals and competencies, 90, 180 or 360, with the stages your company uses.

  • Onboarding processes

    The new hire’s journey, with its stages, its tasks and what is optional.

Frequently asked questions

What is the process builder?

It is Clikma’s tool for designing performance cycles and onboarding processes on a canvas, with the stages, participants and rules each company defines.

Do I need technical support to change a process?

No. Whoever manages the process designs and adjusts it in the builder, with no development.

What can be configured in each process?

The stages and their order, who acts in each one, the deadlines and the completion rules, such as requiring complete answers.

Is it only for performance reviews?

No. It also builds onboarding processes, with their own templates.

See it working

Get to know Clikma with your own use cases

In a demo we walk through the features you care about, with your processes and your numbers.

Book a Demo
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