Run every HR cycle with one on-track view across every business unit
A global private investment firm runs its mid-year review and compensation cycles in Airtable, coordinating task completion across roughly 13 business units from a single base. HR and business unit leads see who is on track in real time, executives get a rolled-up health view without asking, and the annual cycle resets itself instead of being rebuilt from scratch every year.
The problem
Mid-year review and compensation cycles ran across roughly 13 business units with no shared system for tracking who had completed what. HR staff manually checked in with each unit, assembled status by hand, and rebuilt the entire tracker from scratch every year.
Executives asked for a health check whenever they wanted one, which meant someone always had to stop and produce it. On top of that, the mobile app required a fresh sign-in every day, which added friction for anyone checking status away from a desk.
What they built
HR built a single Airtable base that assigns cycle tasks to each business unit, tracks completion and on-track status, and rolls that status up into an executive summary automatically. Recurring reminders and calendar invites keep the annual HR calendar moving without manual chasing.
The base uses Airtable's built-in AI to summarize task health and status for leadership, and connects to Okta for single sign-on so staff can check cycle status securely from a phone. When one cycle closes, the structure carries forward into the next year instead of being re-created.
The outcome
HR and business unit leads now see on-track status in real time instead of chasing it by email, and executives get a rolled-up summary generated from the same data rather than a special request.
The annual export-and-reimport routine is gone, replaced by automated rollover, and Okta single sign-on removed the daily reauthentication friction that had been slowing down mobile check-ins.
Inside the solution
HR Program and Cycle Management
Human Resources & Talent
- Mid-year review and compensation cycle task tracking across business units
- Executive rollups summarizing task health by business unit
- Recurring reminders and calendar invites for annual HR tasks
- Automated annual task rollover for recurring cycles
- Mobile task tracking with single sign-on
- AI-driven summarization of task health and status
- Manual tracking of cycle progress across many business units
- No shared visibility into who was on track versus behind
- Ad hoc status requests and manual rollups for leadership
- Manual annual export and re-import for recurring cycles
- Daily mobile reauthentication friction
- Centralized visibility into HR cycle progress across business units
- Automated reminders reduce manual follow-up
- Executive dashboards provide at-a-glance health status
- Elimination of manual rollover processes
- Secure mobile access via single sign-on
- HR
- Business unit leads
- Slack
- Okta
- Calendar
HR program & cycle management
Run your mid-year review, compensation and talent cycles for every business unit from one place, with live on-track status for HR, unit leads and executives instead of chased-down email updates. Reminders and calendar invites go out on their own, blocked work escalates itself, closed cycles queue their own rollover into next year, and built-in AI writes the unit health summaries and executive readout for you.
From manual chasing to an automated annual cycle
Copy the templates
Load your business units
Automate the reminders and rollover
FAQ
Frequently asked questions
Each business unit is a linked record with its own set of cycle tasks, so status rolls up automatically. Nobody has to manually tally who finished what across units.
An automated rollover. When one year's mid-year review or compensation cycle closes, the structure carries forward into the next cycle instead of being exported and re-imported by hand.
The same base generates a rolled-up on-track summary automatically, using built-in AI to summarize task health, instead of someone assembling a report on request.
Daily reauthentication was slowing down anyone checking cycle status from a phone. Connecting the mobile app to single sign-on removed that friction while keeping access secure.
Yes, for one part of it. The base uses built-in AI to summarize task health and status for leadership, on top of the structured task and rollup data that makes that summary possible.