Start here
Use the Work Inbox
Find the next record that needs your update, review, approval, or decision.
Actions are shown for the signed-in user's role.
Needs your review
Monthly review awaiting review
Service Operations Manager · August 2026
Review the employee's monthly check-in and record your feedback.
Complete this task
- Who can do it
- Any signed-in user with an assigned workflow action.
- Before you start
- A record must have been generated and assigned to your role.
- Where to go
- Open Work Inbox from the main navigation.
- Steps
- 1. Choose an item whose status requires your action.
- 2. Open the linked record and use the action shown on that record.
- 3. Return to Work Inbox and check the active queue.
- Completion
- The item leaves the active queue or displays its next workflow status.
What appears in the inbox
The Work Inbox brings together records that are waiting for you. It may include your own performance plan, a monthly review, a contract sign-off, a team review, or a final decision assigned to your role.
How to work through it
Start with the item marked next up, open it, complete the requested action, then return to the inbox. If nothing appears, there is no performance record waiting for you right now.
Why an item may not appear yet
Some records only appear after a prior step is complete. For example, a monthly review appears after the month is opened and the related performance plan is ready.