Completing a performance review in Workleap Performance is designed to be fast, fair, and backed by context. Whether you're a Direct Manager or an employee, Workleap AI uses your data sources to help you reflect on achievements and write thoughtful responses. Learn to access a performance review, manage supporting content, and complete each section of the review form below.
Access your reviews
From Workleap Performance
Log in to Workleap Performance.
Go to the Review cycles section from the left-hand menu.
Select the active cycle assigned to you.
Open the review form for your direct reports or peers to fill out the review.
From an invite notification
Select Start review in an email or Slack notification you received about the performance review to open the review in Workleap Performance.
Fill out a review
Add and manage sources
Workleap AI pulls from various data sources to provide context and insights during the review process.
These may include:
Workleap sources: Past performance reviews, goals, 1-on-1s, and Good Vibes.
External sources (if connected): Slack, Confluence, SharePoint, Jira.
Uploaded files.
Manage connected sources
External sources (e.g., Confluence, Slack, etc.) must be connected to Workleap AI by an Admin. However, Direct Managers can click the connected sources panel on the review form and enable or disable sources as desired.
Add files
You can upload up to 5 files (maximum of 25 MB total) to provide additional context for Workleap AI.
Accepted file types are:
TXT, CSV, DOCX, XLSX, PPTX
PDF
PNG, JPG, GIF, BMP
Review highlights
Workleap AI generates a Highlights section using available data.
This section includes:
A summary of the reviewee's key accomplishments and progress.
Identified strengths and areas for growth.
Source links that let you view the original content when available.
Review the highlights and sources to prepare for the review.
Note: The Highlights section may be unable to populate if no sources are available or if all sources are disabled.
Answer review questions
Answer each review question as desired. Review questions may be mandatory or optional. You must answer all mandatory questions to submit a performance review.
Workleap AI insight: Let Workleap AI help you answer text-based questions quicker and more efficiently.
Using your connected source data, Workleap AI lets you:
Generate a first draft or get help on a specific question with the Help me reply option.
Use quick edits to change the tone of your response or spot check grammar.
Interact with the Workleap AI assistant to refine your answers as needed.
You are always in control. You can accept, edit, or delete any AI-generated content.
Submit your review
When all required sections are filled out, click Submit to complete your review.
Note: You can access and edit your review even after submission until the review cycle is locked.