Performance Review
Capture Performance Review
Work top to bottom: set up, record the conversation, review the data, draft, refine, and complete.
Setup
Choose who you're reviewing and what kind of review this is.
Record the conversation
Optional. Recording the conversation lets the system transcribe it and use it when drafting and analyzing.
Review the data
Select an employee to load governed review evidence for the selected period.
Select an employee in Step 1 to load their performance data.
Generate a draft from the data
Produce a starting draft from the performance data. You review and edit everything before it's shared.
AI-assisted draft — a starting point only. You review, edit, and make the final call; AI never sets the rating.
Review sections
Write or edit the narrative. Toggles control what the employee can see; manager notes always stay private.
Analyze all & improve
Run a full analysis across the data, your notes, and the recorded conversation to refine the review. This is the version frozen into the final report.
Uses the recorded conversation when available. AI-assisted — you make the final call.
Complete & Save
When you're done, complete the review to share it with the employee. You can also use the footer button below.