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The Performance Review Wizard at /hr/performance/reviews/:id/wizard is a guided multi-step form for conducting a performance review. It collects goal ratings, competency ratings, manager comments, and an overall rating, then submits the review for employee acknowledgment.

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Overview

The wizard is accessible from the Review Details page when a review is in draft or in_progress status. It loads the review by :id, then renders a ModuleWizardRenderer with draft-persistence and a “Save and Exit” option. On completion, the wizard: (1) updates the review with overall, goals, and competencies ratings plus manager comments; (2) updates individual goal statuses; (3) updates competency ratings and identifies gaps if flagged; (4) calls submitReview to transition the review to pending_acknowledgment; (5) navigates back to the review detail page.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • The review must exist and be in draft or in_progress status.
  • The employee’s goals and competencies should be added to the review before starting the wizard, so they appear as items to rate.

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Steps

  1. Open a review at /hr/performance/reviews/<reviewId>.
  2. Click Conduct Review to launch the wizard at /hr/performance/reviews/<reviewId>/wizard.
  3. Work through each wizard step, rating goals and competencies as prompted.
  4. Enter manager comments and select an overall rating on the final step.
  5. Click Submit Review to finalize. The review transitions to pending_acknowledgment.
  6. To save progress without submitting, use Save and Exit — the wizard uses draft persistence.

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Key concepts

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/performance-routes.tsx
  • src/cores/hr/pages/PerformanceReviewWizardPage.tsx
  • src/cores/hr/hooks/performance/usePerformanceReviewMutation.ts
  • src/cores/hr/hooks/performance/usePerformanceCompetencyMutation.ts