Performance Reviews without the dread
Stop trawling notes the night before. Pick a team member and a period, and Manager Toolkit pulls in the catchups, meetings, targets, projects, and themes for you. Pin the moments that mattered, capture strengths and goals, and walk into the conversation ready.
Pulled together automatically
The Timeline tab merges everything for the member and period — catchups, meetings (where the member was an attendee), targets (assigned to them, with live progress), projects (where they’re the leader), actions, and key themes — all in chronological order. Live: target progress reflects the current value of the slider.
Sarah – Q2 review
In ProgressSentiment over period
- CatchupApr 04😊 Reviewed Q2 priorities and blockers
- TargetApr 12Ship onboarding revamp — 70%
- ProjectApr 20Search rebuild — leader
- ActionMay 02Pair with new joiner — done
- CatchupMay 10😄 Strong pace on the Athena demo
Templates that fit how you actually review
Pick a template and the period fills itself in: Quarterly defaults to the last full quarter, Annual to last calendar year, Probation to the first 90 days, 30-60-90 to recent windows for new hires. Or pick Custom and choose your own dates.
Pick a template
Period start
2026-01-01
Period end
2026-03-31
Periods and titles pre-fill so you don't waste a click.
Pin the moments that mattered
A great catchup, a delivered target, a key meeting — click the star to pin it. Pinned items stand out at the top of the Pinned filter, and a small star appears next to them everywhere they show up in the dashboard so you can spot pinned moments at a glance.
Trends, not just events
Above the timeline: a sentiment sparkline of catchups across the period, the top key themes attached to the member’s activity, each in-period target with its live progress bar, and a single action follow-through % showing how much got done. When the member already has a completed previous review, a banner shows how follow-through and sentiment have moved.
Compared to Q1 2026
Action follow-through
79%
↑ from 64%
Sentiment
+1
trending up
Themes carried over
2
growth, ownership
Strengths, Improvements, Goals
Three structured free-form fields capture the shape every review template expects. Auto-saves as you type. Once goals are agreed, create proper Targets so they show up on the next review automatically.
Strengths
Owns ambiguity. When the search rebuild slipped, took the lead on resequencing and brought the team with her.
Areas to Improve
Earlier flagging when blocked on dependencies — twice in the period things stalled a week before surfacing.
Goals for Next Period
Mentor a new joiner end-to-end on the search workflow. Run one external community talk by July.
Everything you get
Live timeline
Catchups, meetings, targets, projects, actions, and key themes for the period — pulled together automatically.
Templates
Quarterly, Annual, Probation, and 30-60-90 templates pre-fill the period so you don’t have to think about it.
Pin highlights
Mark the catchups, meetings, and targets that mattered. They stay starred wherever they appear in the dashboard.
Structured fields
Strengths, Areas to Improve, and Goals for Next Period — the shape every company review template expects.
Action follow-through
Single number that tells you how many of the period’s actions actually got done.
Compare to previous
When the same member already has a completed review, see how follow-through and sentiment have moved.
Sentiment trend
Sparkline of catchup sentiment across the period, with best-week and worst-week markers.
Manual entries
Capture achievements that happened outside Manager Toolkit so the timeline tells the whole story.
Follow-up actions
Capture next steps from the review as proper Actions — they appear on the actions page and the dashboard.
Learn How to Use Performance Reviews
Step-by-step guides from the help centre
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