Reviews and appraisals
Complete monthly reviews
Record monthly progress, blockers, support needs, and review comments.
Staff, supervisors, and leaders4 min read
Monthly Reviews
Demo dataFictional demonstration dataAugust 2026 · Service Operations Manager
Improve customer request turnaround
Target90%
Actual84%
Gap6 pp
Blocker recorded
Weekend queue slowed response times.
Appraiser's comment
Adjust weekend coverage and review the queue weekly.
Marked reviewed · retained in workflow history
Complete this task
- Who can do it
- Employees submit their update; the assigned appraiser or supervisor reviews it.
- Before you start
- The monthly review must be generated and open, with the employee's plan and appraiser assignment in place.
- Where to go
- Open Monthly Reviews from Work Inbox or the review navigation.
- Steps
- 1. Open the correct month and record progress, blockers, evidence and the appraisee comment.
- 2. Save the draft, then select Submit monthly review.
- 3. The appraiser records an Appraiser's comment and selects Mark reviewed.
- Completion
- The review shows its submitted and reviewed timestamps, appraiser comment and retained workflow history.
What to record
A good monthly review is brief, specific, and useful. It should show what moved forward, what is blocked, and what support is needed.
When a review appears
A monthly review appears after it has been opened for the month and assigned to the right person. Users should see clear next steps instead of setup language.
What supervisors should look for
Review whether progress is credible, blockers need a decision, and support needs are realistic. Add comments that help the employee act.
Related guides
Complete performance plansTurn assigned priorities into delivery actions, risks, and progress notes.Open guideComplete quarterly appraisalsScore quarterly progress and capture useful review comments.Open guideUse the Work InboxFind the next record that needs your update, review, approval, or decision.Open guide