Employee Guide

Your Performance Review

Completing your self-assessment, what happens to your answers, and reviewing your team if you're a manager.

Completing your self-assessment

You'll be notified when a review is scheduled for you. Open it from Performance Reviews — your role shows as Reviewee, with a progress bar tracking how much you've done.
Answer the questions: written answers, 1–10 rating sliders, choice questions, mood scales. Required questions are marked with an asterisk; optional ones say so.
Not ready to finish? Save For Now keeps your draft — nobody else can see it until you submit.
When done, Submit. You'll be asked to confirm, because submission is final — answers can't be edited afterward.

Your manager can't see your draft — and you can't see their scores yet Self-assessments stay private until submitted, and reviewer feedback stays hidden from you until the review completes (and is signed off, where required). The privacy runs both ways by design — answer honestly.

After you submit

Your reviewer (usually your manager) completes their side. When everything's done you'll be notified, and if sign-off is required you'll get a Sign Off step — your chance to read the completed review, add an overall comment, and acknowledge it. The completed review shows both sides' answers and your score, and stays available in your review history.

Some reviews also ask for feedback after your assessment — open questions about how things went. Same rules: visible to your reviewers once submitted.

If you manage people

Two extra things land on you. As a reviewer, you'll see each report's submitted self-assessment alongside your own scoring questions — same Save For Now and Submit mechanics, and if your template has multiple approval stages, yours may need to finish before the next stage is notified, so don't be the bottleneck. And under Direct Reports you get a per-person dashboard: review history, average ratings, completion rate, and time since last review.

An employee's own performance review: a bar showing how much of it they've completed, a rating-scale question and a free-text question, with Save For Now and Submit at the foot.

▶ Video placeholder

Completing your review (3 min)

Employee-perspective walkthrough: open the review from the notification, answer three question types, Save For Now, return and submit, then jump forward to the completed review with sign-off. Reassure on privacy — say out loud that drafts are private.

Save as: employee-guide__performance__index__vid1.mp4

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