Reviews and appraisals
Complete monthly reviews
Record monthly progress, blockers, support needs, and review comments.
Staff, supervisors, and leaders4 min read
What to record
A good monthly review is brief, specific, and useful. It should show what moved forward, what is blocked, and what support is needed.
When a review appears
A monthly review appears after it has been opened for the month and assigned to the right person. Users should see clear next steps instead of setup language.
What supervisors should look for
Review whether progress is credible, blockers need a decision, and support needs are realistic. Add comments that help the employee act.
Related guides
Complete performance plansTurn assigned priorities into delivery actions, risks, and progress notes.Open guideComplete quarterly appraisalsScore quarterly progress and capture useful review comments.Open guideUse the Work InboxFind the next record that needs your update, review, approval, or decision.Open guide