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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.

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