Managers
Manager review flow from pre-meeting support to outcomes and completion
Manager Workflow
1
Open the Review
From Team Management, open the relevant employee review record.
2
Pre-Meeting Input
Use learner pre-meeting responses where available, or complete together during the call where needed.
3
Capture Outcomes
Record manager outcomes, ratings, and discussion context before finalizing.
4
Complete Performance Review
Lock the review when all sections are complete.
Tip
One-pass manager completion supports entering pre-meeting input and manager outcomes in the same flow.
Audit Trail Visibility
Manager actions are captured in audit logs, including on-behalf pre-meeting completion and review completion.
- Pre-meeting completed on behalf event is logged when applicable.
- Review completed event is logged at lock.
- Audit entries include actor and target context for compliance reviews.
Related Guides
- Team Management Dashboard - Team-level oversight and action tracking.
- Learners - Understand the learner side of pre-meeting input.