Performance · How-to
Write a performance review
Rate someone and write a summary in an active cycle; the review is added to their record.
Find the person
Open Performance, pick the active cycle in the picker at the top and find the person's card.
Open the review
Press “Write review”. The button is there only while the cycle is active and the review has not been submitted, and only for a role that can edit Performance.
Rate and summarise
Choose the “Rating”: “Exceeds”, “Meets” or “Below”; it starts on “Meets”. The “Summary” is optional: write the highlights, what to grow in, and goals for the next cycle.
Submit it
Press “Submit review”. The card shows the rating and summary, and the review is added to the person's record.
Common questions
- Can I change a review after submitting it?
No. A submitted review is final: the card shows it and no longer offers “Write review”, and a second submission is refused.
- Can I write a review on the phone?
Yes: pick the cycle, open a review and “Write review”: Exceeds, Meets or Below, with a summary, then submit it.
Read next
More in Performance
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