CRM / Bitrix24 · HR · goal-setting and review
Employee goal-setting and review system on Bitrix24
Client:
NDA
Category: CRM / Bitrix24
Stack: Bitrix24 (iblocks, IM, email templates), PHP, D7
Timeline: 4–6 weeks
Problem
The company needed a goal-setting and performance review system with multi-step approval and a final rating, without buying a separate HR module. A second version of the module grew in parallel with the first, and requests started "getting lost" between them.
Constraints
Only stock Bitrix24 tools (iblocks, IM, email) with no external services, a closed role model layered on the department structure, and no change could risk the data already collected.
What I did
- Designed an "employee goal" entity on iblocks with a ~10-status lifecycle: draft → manager approval → curator approval → sign-off → self-review → final review → rating
- A role model: an admin sets quarters and competencies, the employee fills out the form, the manager and curator approve or send it back for revision
- Notifications at every approval step via Bitrix IM and email templates
- An audit of the second, parallel module version — found the cause of requests drifting out of sync between versions
- Found and documented specific bugs in status transitions, prepared a refactoring plan
Architecture
"Goals" iblocks
→ Approval business process
→ Bitrix IM/Email
→ Role model
→ A+…C- rating
Result
The company got a full goal-setting and review cycle without buying a separate HR module, and the audit produced an exact list of reasons requests were "getting lost" between the two versions, plus a stabilization plan.
What can be reused
Goal/review lifecycle model on iblocks
Employee → manager → curator approval role scheme
Approach to auditing duplicate module versions