> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance Review Wizard

> Step-by-step wizard for conducting a performance review — rate goals, competencies, and provide manager commentary before submitting for acknowledgment.

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.

## 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.

## 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.

## 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.

## Key concepts

| Term                     | Meaning                                                                                |
| ------------------------ | -------------------------------------------------------------------------------------- |
| Draft Persistence        | Wizard data is saved automatically so the reviewer can return without losing progress. |
| `pending_acknowledgment` | Review status after submission, awaiting the employee's acknowledgment signature.      |
| Gap                      | A competency rated below an expected threshold, flagged for training recommendations.  |

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>