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Jira task template

Performance Review Cycle — End-to-End

End-to-end performance review process with self-assessments, manager reviews, calibration, and compensation planning. Every step a real HR team runs.

Issues created:
43
Structure:
1 epic · 7 tasks · 35 subtasks
Roles:
hr_lead, hr_ops, chro, managers, finance, payroll

The full task tree this template creates

Copy it, paste it into the SuperTemplates editor, and Smart Replace turns every marker into a typed Jira field.

[#epic] H2 2026 Performance Review Cycle !High
  [#task] Phase 1: Setup & Communication !High @hr_lead [Due + 0d]
    [#subtask] Configure review system settings @hr_ops !High [Due + 0d]
    [#subtask] Update review templates and criteria @hr_ops !High [Due + 1d]
    [#subtask] Prepare manager training materials @hr_lead !Medium [Due + 2d]
    [#subtask] Send cycle announcement to all-hands @hr_lead !High [Due + 3d]
    [#subtask] Conduct manager training session @hr_lead !High [Due + 5d]
  [#task] Phase 2: Self-Assessment !High @hr_ops [Due + 7d]
    [#subtask] Open self-assessment window @hr_ops !Highest [Due + 7d]
    [#subtask] Send reminder at 50% completion @hr_ops !Medium [Due + 14d]
    [#subtask] Send final reminder to incomplete @hr_ops !High [Due + 18d]
    [#subtask] Close self-assessment window @hr_ops !Highest [Due + 21d]
    [#subtask] Generate completion report @hr_ops !Medium [Due + 21d]
  [#task] Phase 3: Manager Reviews !High @hr_ops [Due + 22d]
    [#subtask] Open manager review window @hr_ops !Highest [Due + 22d]
    [#subtask] Provide managers with team data @hr_ops !High [Due + 23d]
    [#subtask] Send reminder at 50% completion @hr_ops !Medium [Due + 30d]
    [#subtask] HR check-in with lagging managers @hr_lead !High [Due + 35d]
    [#subtask] Close manager review window @hr_ops !Highest [Due + 42d]
  [#task] Phase 4: Calibration !Highest @hr_lead [Due + 43d]
    [#subtask] Prepare calibration materials @hr_lead !High [Due + 43d]
    [#subtask] Schedule calibration sessions @hr_ops !Medium [Due + 44d]
    [#subtask] Conduct department calibrations @hr_lead !Highest [Due + 45d]
    [#subtask] Conduct executive calibration @chro !Highest [Due + 50d]
    [#subtask] Document calibration decisions @hr_lead !High [Due + 51d]
    [#subtask] Update ratings in system @hr_ops !High [Due + 52d]
  [#task] Phase 5: Delivery & Feedback !High @hr_ops [Due + 53d]
    [#subtask] Release reviews to managers @hr_ops !High [Due + 53d]
    [#subtask] Manager-employee conversations begin @managers !Highest [Due + 54d]
    [#subtask] Track conversation completion @hr_ops !Medium [Due + 60d]
    [#subtask] Collect employee feedback on process @hr_ops !Medium [Due + 65d]
  [#task] Phase 6: Compensation Planning !High @hr_lead [Due + 66d]
    [#subtask] Generate merit increase recommendations @hr_lead !High [Due + 66d]
    [#subtask] Finance review of compensation budget @finance !High [Due + 68d]
    [#subtask] Manager merit allocation @managers !High [Due + 70d]
    [#subtask] Executive approval of increases @chro !Highest [Due + 75d]
    [#subtask] Communicate compensation changes @managers !High [Due + 80d]
    [#subtask] Process payroll updates @payroll !High [Due + 82d]
  [#task] Phase 7: Wrap-up & Analytics !Medium @hr_lead [Due + 85d]
    [#subtask] Archive review data @hr_ops !Medium [Due + 85d]
    [#subtask] Generate analytics report @hr_lead !High [Due + 86d]
    [#subtask] Conduct process retrospective @hr_lead !Medium [Due + 88d]
    [#subtask] Document improvements for next cycle @hr_lead !Medium [Due + 90d]

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