Does the team member see the review?
No. Performance Reviews are scoped to the manager who creates them. The team member does not have visibility into the review or any of the linked timeline entries. If you want to share parts of it, use the Export button to download a Markdown copy and paste the relevant sections into your HRIS form or shared doc.
What happens when I mark a review as Completed?
The completion date is recorded, a "Completed review" calendar event is added, and a "Review completed" bubble lands on the timeline. The review still appears on the Performance Reviews list, in the Completed status section. Completion does not lock the review, you can still edit it, and the timeline stays live so target progress that changes after completion is still reflected. See Completing a Review.
How does AI Draft work?
Each Notes field (Summary, Strengths, Areas to Improve, Goals for Next Period) has a sparkle icon inside the textarea. Click it and AI generates a draft from the period's catchups, meetings, targets, and actions. The draft appends to whatever you have already written, so your edits are preserved, you just review and trim. AI Draft is a Pro feature. See Strengths, Improvements and Next-Period Goals.
Can I export the review?
Yes. The Export button on the Performance Review detail page downloads a Markdown file containing the Notes fields and the pinned highlights. It is free for everyone, no Pro subscription needed. The Markdown is convenient for pasting into your HRIS template or a shared doc.
Can I move a Completed review back to In Progress?
Yes. Change the status back to In Progress or Draft from the status dropdown on the detail page. The completion date and the Calendar event are removed, and a "Review reopened" or "Review reverted to draft" bubble is added to the timeline. Nothing is lost.
What is the difference between Highlights and the Strengths field?
Highlights are pinned moments from the timeline (a great catchup, a delivered target, a key meeting) that you want to surface as evidence in the review. The Strengths field is free-form prose where you describe the patterns those moments reveal. Most managers use Highlights to point to specific events and the Strengths field to explain what those events show.
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