Hi everyone,
We’re looking into our performance review cycle in Personio and want to make it as smooth as possible for managers and employees. Our current challenge is that managers often need to reference the employee’s self-review while simultaneously taking notes during the 1:1 discussion.
Right now, the typical workaround is using a separate document (Word) for meeting notes, but we’d like to keep everything within Personio to simplify the workflow and ensure all data is centralized.
We’re particularly interested in:
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How other companies structure their templates to allow managers to see the employee self-review and add notes (document set goals and agreements, as well as feedback) - in one view if possible.
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Best practices for capturing discussion points together with self-review questions versus in a separate discussion notes section.
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Any tips for keeping the process efficient, especially for managers who run multiple reviews in a short time frame.
Any examples, screenshots, or workflow tips would be super helpful.
Thanks in advance for your insights!