Performance Review Summary Assistant

The Performance Review Summary Assistant provides a concise summary for the Performance Review, as well as actionable, contextual recommendations for improvements. 

In this article:

• Overview
• Requirements
• Access the Summary Assistant
• Use the Summary Assistant
• Edit the Summary & Habits for Growth
• Add an Item as an Action Plan

Overview

The Performance Review Summary Assistant provides a concise summary of the Performance Review, as well as actionable, contextual recommendations for improvements. 

Requirements

• Available for organizations with Performance Reviews
• Available for completed Performance Reviews

Access the Summary Assistant

To access the Summary Assistant:

1. Click Reviews in the left-hand navigation menu
2. Click View corresponding to the relevant Performance Review cycle
3. Click View corresponding to your Performance Review or that of your team

Use the Summary Assistant

Use the Summary Assistant to create an intelligent, concise summary of the results for the Performance Review.

To use the Summary Assistant:

1. Navigate to your Performance Review
2. Click Summarize Review and allow a moment for the summary to be generated
3. Click View Full Summary to view the comprehensive summary
   • Optionally, in the Habits for Growth section, click on an item's corresponding + icon to add the item as an Action Item, learn more

Edit the Summary & Habits for Growth

Use the generated summaries as a starting point for any fine-tuned edits. For areas of the summary with bullet points, i.e. Accomplishments, Habits of Growth, etc. you can add, edit, and remove these items.  

Any edits are attributed to the editor, as well as the date of the edit.

To edit a summary:

1. Click the edit icon corresponding to the different areas, i.e. Summary, Accomplishments, Habits for Growth, etc. to open the edit modal
2. Use the text field to edit the text
   • Optionally, click the trash icon to remove the item (Figure A)
   • Optionally, click Add [Area], e.g. Add an Accomplishment, etc. to create an additional item (Figure B)
3. Click Save to finalize any edits

Add an Item as an Action Item

The Habits for Growth area of the summary presents intelligent, actionable items that can be added as an Action Item. Learn more about Action Items.

To add an item as an Action Item:

1. Click the + icon corresponding to a Habits for Growth item to open the New Action Item modal
2. Optionally, edit the text for the Description field
3. Use the Assign To drop-down to assign the Action Item to a participant
4. Use the Due Date field to enter a due date
5. Click Save Action