The Notes tab on a Performance Review has four free-form fields:
- Summary: a short overall summary of the period.
- Strengths: what's going well. Things to acknowledge and continue.
- Areas to Improve: where to focus next. Specific, observable, fixable.
- Goals for Next Period: what success looks like for the next review.
All four auto-save as you type, there's no Save button. A small "Notes updated" bubble appears on the Timeline each time, so you can see when the notes last moved.
Why structured fields?
Most company review templates expect this shape. Having the fields here means:
- The review is portable, you can export the content (Markdown) and paste it into your HRIS form.
- AI suggestions (Pro) can draft sensible defaults from the period's catchups, meetings, targets and actions.
AI Draft
Each field has a small sparkle icon inside the textarea. Click it to ask AI to draft that field based on the period's data. The draft appends to existing content rather than overwriting it, so you can edit and keep the bits you want.
Goals vs Targets
Targets in Manager Toolkit are first-class entities with assignees, deadlines, and progress sliders. The Goals for Next Period field is intentionally just a text capture, once goals are agreed, create proper Targets so they show up on the next review's timeline automatically.
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