Managers
Manager review flow from pre-meeting support to outcomes and completion
Where managers work
Managers use Team Management (/team-management) — not the admin Employee Performance console. You only see direct reports on your reporting line.
| Entry point | Purpose |
|---|---|
| Team Management dashboard | Overview of team training and tasks; performance queue tiles when submissions wait |
| Team member modal → Performance Reviews | Schedule new reviews, open open reviews, view history |
| Performance review page | Full review form: pre-meeting, outcomes, objectives, lock (/team-management/performance-review) |
| Training dashboard tasks | Shortcut when learners submitted pre-meeting — "Schedule team Performance Reviews" |
Open a team member review
Go to Team Management
Open Team Management from the main navigation (requires manager access).
Select the team member
Click the employee to open the team member modal. Open the Performance Reviews section.
Open or schedule
Under Open Performance Reviews, click through to an existing review, or use Schedule new Performance Review for an ad-hoc cycle (if no open review exists).
Tip
Manager workflow on the review page
Review pre-meeting input
Read learner responses (what went well, blockers, support needed, confidence/momentum/workload scales where configured). If the learner has not submitted, you can complete pre-meeting together during the call and submit on their behalf.
Hold the Performance Review conversation
Use shared meeting notes and manager summary fields to capture discussion points. Private manager notes stay manager-visible only where the template separates them.
Capture outcomes
Complete manager outcome sections: performance ratings, recommended training, company objective alignment, and optional manager objectives for the next cycle. Company objectives from admin settings are typically mandatory selections.
Lock the review
When all required sections are complete, lock the Performance Review. Locking sets status to locked and returns you to the dashboard. Learners can then view final outcomes on Profile → Performance history.
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Statuses you will see
| Status | Manager action |
|---|---|
| scheduled | Prompt learner to start pre-meeting or complete on their behalf |
| in_progress | Continue draft pre-meeting or outcomes |
| submitted | Schedule meeting time if needed; open review and complete outcomes |
| locked | Read-only unless reopened — view in history |
| reopened | Make agreed corrections, then lock again |
Scheduling the review meeting
From the team member modal you can set a provisional date/time for the Performance Review when scheduling. This helps learners prepare and appears in open review metadata. Use your normal calendar process for the actual meeting invite — TrainMeUK tracks review state, not external calendar bookings unless integrated elsewhere.
Warning
Reopen a locked review
If a review was locked in error or needs a factual correction after sign-off:
- Open the locked review from team member history or the review page
- Click reopen and enter a reason when prompted
- Edit the necessary sections — status becomes reopened
- Lock again when corrections are complete
Audit trail
Reopen and re-lock events are logged. Prefer getting outcomes right at first lock; use reopen for genuine corrections only.
Reporting line expectations
You only manage reviews for users where you are the assigned line manager. If someone appears missing from Team Management, HR may need to update their manager field in User Management.
Admins track organisation-wide overdue queues; you are responsible for your direct reports' submitted and overdue items on the dashboard and in Team Management.
Audit trail visibility
- Pre-meeting completed on behalf — logged when you submit for the learner
- Review completed — logged at lock
- Reopen — logged with reason when provided
- Entries include actor and target user for compliance reviews
FAQ
The learner did not submit pre-meeting before our call.
Complete pre-meeting together on the review page and save/submit on their behalf, then continue to outcomes in the same session.
Can I cancel a review I scheduled by mistake?
Manager-initiated reviews can be cancelled from the team member modal with confirmation — use when the review was created in error and no work has started.
Why can I not schedule a second open review?
Only one open review per learner at a time. Complete or cancel the existing review first.
Where do recommended training assignments go?
Required recommended training fields on the review form feed into your normal assignment flows where configured — complete them before locking if mandatory on your template.
Related guides
- Team Management Dashboard — team oversight
- Learners — learner pre-meeting side
- Admin Configuration — cadence and templates