Problem
Writing a performance review usually means trawling through six months of catchup notes, target progress, project history, and survey results — typically the night before. The evidence is scattered, recency bias creeps in, and the conversation suffers.
Solution
A Performance Review is a document with a live timeline. Pick a team member and a period, and Manager Toolkit pulls in the catchups, meetings, targets, projects, actions and key themes for that person automatically. Pin the moments that matter, capture strengths and goals as structured fields, and walk into the conversation prepared.
Why Use Performance Reviews
Live evidence, not memory
Targets show their current progress. Catchup sentiment shows how the period really felt. No copy-paste — the timeline reflects the source of truth.
Pin the moments
A great catchup, a delivered target, a key meeting — pin them as highlights so the review writes itself.
Templates for common reviews
Quarterly, Annual, Probation, and 30-60-90 templates pre-fill the period so you don't have to think about it.
See the trend
Sentiment sparkline, top key themes for the period, target progress, and action follow-through % — all at a glance.
Tip: pick the right template at the start. Quarterly defaults to the last full quarter; Probation defaults to 90 days; 30-60-90 to the last 30 days. You can always switch to Custom and pick your own dates.
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