Manager Reviews

During the Manager Review step, the manager works through each talent's goals one at a time. For each goal, the manager assigns a rating and leaves a comment. The review form has two panels:
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Reviews (middle panel) — This is where the manager rates and comments on each goal. For each goal, the manager selects a rating from the configured scale (displayed as numbered buttons, for example 1 through 5), and a rating label and description appear automatically based on the selected number. The manager then writes a comment explaining their assessment of the talent's performance on that goal.
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Performance Areas (right panel) — A reference panel showing the talent's full performance data: Goals (with status, KPI progress, target value, and deadline), Competencies, Appraisals, Trainings, and Potential — all collapsible. This panel gives the manager context while filling in the rating and comment. It does not require separate input.
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The final review score is calculated automatically based on the ratings assigned and the score formula configured in Step 6.

When the Manager Review step opens, managers receive a notification. Pending reviews are accessible from two places:

Things To-Do (Home) — The home dashboard shows a pending task for the review step with the cycle name and deadline. The task also shows overall team completion progress.

My Team — Managers can navigate to My Team in the left navigation, select the cycle, and open the review from there.

Click the pending review task to open the review panel. The panel has three sections: a talent list on the left, the Reviews panel in the middle, and the Performance Areas panel on the right.
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The left column shows all team members enrolled in this cycle with a Review Progress indicator at the top showing overall completion (for example, 4/11 reviewed). Talents are grouped under All, Reviewed, and Pending tabs. Each talent's name appears with a completion count showing how many of their goals have been reviewed. Click any talent to open their review in the middle panel.
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The middle Reviews panel shows one goal at a time with the question "How do you rate the talent's performance on this goal?" The manager selects a number from the rating scale (for example, 1 to 5). Once selected, the rating label and a description appear automatically — for example, selecting 2 might show "Below Expectations" with an explanation of what that rating means.

After selecting a rating, the manager writes a comment in the Comment field to explain their assessment and any guidance for the talent.

If AI Review Assistance is enabled, an AI Assist button appears at the top right of the Reviews panel. Clicking it generates a draft comment for the current goal. See the [AI Review Assistance] article for details.

The right panel shows the talent's full performance data for reference while the manager fills in the rating and comment. It is organized into collapsible sections:

An AI Assist All button at the top of this panel can generate draft comments for all goals at once. No direct input is required in this panel — it is for reference only.

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After completing the rating and comment for the current goal, click Submit & Next to save and move to the next goal for the same talent. A Previous Goal link lets the manager go back to the previous goal if needed. Once all goals for the current talent are reviewed, the panel moves to the next talent in the list. Repeat until all team members have been reviewed.
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Once all team members have been reviewed, the Manager Review step is marked as complete for that manager. The cycle then advances to the next step in the workflow, which may be a talent acknowledgment, a calibration step, or another configured stage depending on the workflow setup.

Submitted reviews cannot be recalled by the manager. If a review needs to be changed after submission, an admin can return the sheet from the Participants tab in cycle management.