PHALANX FOR HR & TALENT OPS

Distribute Performance Review Templates with Analytics

Performance reviews are a two-way street. With Phalanx SendTurtle, you’ll know whether employees have opened, reviewed, or shared their performance documents before the meeting even starts.

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Better prepare for review conversations

Whether you’re sending self-assessments or feedback guides, SendTurtle provides clear engagement data to help HR and managers lead smarter discussions.

  • Instant notifications when templates are viewed
  • Page-by-page insight into employee interactions
  • Know if files are opened multiple times or ignored
  • Share securely with branded delivery

Use alongside review timelines, HRIS exports, and team feedback guides.

Avoid surprises in review cycles

Missing context can lead to unproductive reviews. With SendTurtle, you’ll know exactly who’s prepared and who may need a nudge.

  • See engagement before the meeting happens
  • Send secure links—no login required for recipients
  • Track time-on-page
  • Full analytics for PDFs, Word documents, spreadsheets, and slides

Frequently Asked Questions

Can I track whether employees have reviewed the document?

Yes, you’ll get alerts when a performance file is opened.

Will this work with self-review forms?

Yes, upload as a file to access engagement analytics.

Can I customize the document link?

Yes, SendTurtle Pro lets you send the link and brand the experience

Do I need the Pro plan?

You can send and receive SendTurtle files and track opens for free. All engagement tracking features require SendTurtle Pro.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.