Set review periods and goals, exchange scoped feedback and acknowledge the released outcome.
Prepare the employer and reporting lines#
Confirm the employer and set up Employees & HR Records in the corporate workspace. Link each employee and reviewer to their current verified workspace account. In Employees, assign the employee’s actual direct manager before creating a review.
Install Performance Reviews and have the workspace owner enter a reference to your work review and retention policy. Keep the reference short and use work evidence such as agreed deliverables and results. Leave health, protected characteristics, home information and unrelated personal details out of goals and feedback.
Open a cycle and confirm its assignments#
As the workspace owner, name the review cycle and enter the first and last date of the work under review. Choose an eligible employee. The desk shows their current direct manager so you can verify the pair before assigning the review.
For example, open a cycle for April to June and have the reviewer set a goal to complete two documented handovers by 30 June. Cycle dates describe the review period, and the owner can close the cycle after all assignments are resolved.
Work through goals and feedback#
The assigned direct manager adds goals with due dates inside the cycle. The employee updates the progress of their goals and submits a self-reflection. Progress and reflection stay private to the employee during the draft.
The reviewer can return a submitted review with a request for clarification or release written work feedback and a development outcome. The employee acknowledges that they received the outcome. Acknowledgment records receipt.
Check access, resolve stale assignments and close the cycle#
The owner can view cycle and assignment status. Only the assigned participants whose current links still match can open review content. This app does not take notes from other apps or calculate a performance score.
If access changed or a tab reports a stale version, reload the desk. Verify the employee’s account link and reporting line in Employees. For an unresolved review, the owner can cancel the old assignment with a reason and create a current assignment. A cancellation preserves the original history.
Use the private workflow according to the declared employer’s privacy and employment requirements. Country is inherited from the employer. Review decisions, privacy notices, retention schedules, access requests and employment or payroll actions remain part of your separate employer process.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.