Managers use this article to fill in and submit a performance review for a direct report when AI Assist is not enabled in their organization. When complete, the review is submitted and visible to review admins and cycle collaborators immediately.
> Note: Your organization may have renamed this feature. If you don't see "Reviews" in your navigation, check with your admin for the name used in your account.
Before You Begin
- AI Assist must be disabled in your organization's review cycle. If you see a Summarize data button on the review form, see Complete a manager review with AI Assist instead.
- You must be assigned as the manager or additional manager for the participant in this review cycle.
Steps
- Go to Reviews in the left-hand navigation.
- Click the name of the review cycle you want to open.
- Click the Write reviews tab at the top of the page.
- Click the name of the direct report whose review you want to complete.
- Alternatively, go to Actions in the left-hand navigation, then select the participant from the People panel.
- Fill in all fields in the review form.
- Click View resources in the top-right corner of any question section to open the resources panel.
- Use the dropdown in the resources panel to navigate between data types: High Fives, Wins & challenges, Objectives, Past Check-ins, Past reviews, Feedback, or Career path.
- Complete the Private Manager Assessment section if present.
- This section contains forward-looking questions about your direct report. Answers are used in Private Manager Assessment reporting and are not visible to your direct report.
- Click Submit at the bottom of the review form.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Submit button is not available | Confirm your direct report has submitted their self review OR the self review deadline has passed. | Wait for your direct report to submit, or wait for the self review deadline to pass. Contact a review admin if the deadline has passed and the button is still unavailable. |
| Write reviews tab is not visible | Confirm you are assigned as the manager or additional manager for this participant in this cycle. | Contact a review admin to verify your assignment. See Who are my review admins? for this specific article. |
| View resources panel does not open | Confirm AI Assist is not enabled. If Summarize data appears instead of View resources, AI Assist is active. | See Complete a manager review with AI Assist. |
| Review form does not save progress after navigating away | Confirm you are using a supported browser with cookies enabled. | Review drafts auto-save. If content is missing on return, clear the browser cache and reload. If data is still missing, contact your review admin. |
Not Covered Here
This article does not cover completing a manager review with AI Assist enabled. See Complete a manager review with AI Assist.