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The Reviews page at /hr/performance/reviews lists all performance reviews in the organization and provides a “Create Review” action.

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Overview

The page renders a PerformanceReviewTable component and a “Create Review” button that opens the PerformanceReviewFormDialog. Clicking a review row navigates to its detail page at /hr/performance/reviews/<id>.

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Who it’s for

Access follows your organization’s role and module configuration.

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Steps

  1. Navigate to HR → Performance → Reviews (/hr/performance/reviews).
  2. Browse or filter the reviews list.
  3. Click Create Review to open the new-review dialog.
  4. Click a review row to view details.

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Viewing a review

The Review Details page at /hr/performance/reviews/:id shows the full record for a single performance review and supports the reviewer workflow from draft through acknowledgment. The page loads a review by :id. A summary card shows employee name, reviewer, review period, cycle link, and status badge. An Overall Rating card shows the assigned rating (or a “not yet assigned” placeholder). Four tabs allow drill-down: Ratings (goals, competencies, behavior, and overall rating with save-in-place), Goals (linked performance goals with progress), Competencies (competency assessments with gap flags), and Feedback (360 feedback placeholder). Status-based actions are shown in the header: Start Review, Conduct Review (wizard), Submit for Acknowledgment, and Acknowledge Review. For completed or archived reviews, ratings are read-only. Before you start: the review must be created from the Reviews list (/hr/performance/reviews). Goals and competencies should be added before conducting the review so they appear as ratable items. Conduct a review
  1. Open a review in draft or in_progress status.
  2. Click Conduct Review to launch the Performance Review Wizard at /hr/performance/reviews/<id>/wizard.
Manually advance status
  1. For draft reviews: click Start Review to transition to in_progress.
  2. For in_progress reviews: click Submit for Acknowledgment to transition to pending_acknowledgment.
  3. For pending_acknowledgment reviews: click Acknowledge Review to open the acknowledgment dialog.
Save ratings directly
  1. On the Ratings tab, set individual ratings and comments.
  2. Click Save Ratings to persist without changing the status.
Add goals
  1. On the Goals tab, click Add Goal to link a performance goal to this review.
Add competency assessments
  1. On the Competencies tab, click Add Competency to add a competency assessment.
Key detail 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/performance/PerformanceReviewListPage.tsx
  • src/cores/hr/pages/performance/PerformanceReviewDetailPage.tsx
  • src/cores/hr/hooks/performance/usePerformanceReviewDetail.ts
  • src/cores/hr/hooks/performance/usePerformanceReviewMutation.ts