Performance reviews, skills, training and HR notes

Record development needs and keep employee information visible to the appropriate people.

Needs: Pro · HR

These tools help managers and HR staff keep review notes, skills and learning plans together. They provide records for people to review; they do not make employment decisions automatically.

Record a performance review

A review includes the employee, reviewer or manager, period or date, comments and goals. The reviewed form has five criteria scored from 1–5 and an average.

Use the comments to explain the scores and the goals to record the agreed development work. Before comparing reviews, make sure managers are using the criteria consistently and that the periods are comparable.

Maintain skills and background

Skills use Novice, Basic, Proficient, Advanced and Expert levels. Keep a shared skills library so the same skill is named consistently; bulk import is available for maintaining that library. Employee background can also include work, education and volunteer experience.

The inventory and skills matrix help identify coverage or training needs. Skills may also be used in supported routing workflows, but staff availability and responsibility still need to be considered when assigning work.

Assign training

When enabled, Training stores courses, assignments, due dates and completion. Assign the course, set the expected completion date and follow the available completion process. This guide covers that recordkeeping; it does not describe a full learning platform with every kind of course delivery or assessment.

Add an internal HR note

HR note access depends on the reporting chain, department leads and configured role or department rules. Employees do not see these internal notes. A user outside the authorized audience may only see notes they wrote, rather than all notes about that person.

Choose the intended audience and write factual information needed for the purpose. Verify the view using the appropriate role. General CRM private notes follow a different permission model, so do not assume they have the same audience.