> ## 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.

# Reviews

> List and create performance reviews and manage the review lifecycle — ratings, goals, competencies, 360 feedback, and acknowledgment.

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

## 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>`.

## Who it's for

Access follows your organization's role and module configuration.

## 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.

## 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:**

| Term           | Meaning                                                                      |
| -------------- | ---------------------------------------------------------------------------- |
| Review Status  | Lifecycle: `draft` → `in_progress` → `pending_acknowledgment` → `completed`. |
| Read-only      | Reviews in `completed` or `archived` status cannot be modified.              |
| Competency Gap | A competency rated below expectation, flagged for potential training.        |

## 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/performance/PerformanceReviewListPage.tsx
  * src/cores/hr/pages/performance/PerformanceReviewDetailPage.tsx
  * src/cores/hr/hooks/performance/usePerformanceReviewDetail.ts
  * src/cores/hr/hooks/performance/usePerformanceReviewMutation.ts
</Accordion>