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Understanding the Performance overview

Learn what the Performance overview page shows for each role: active review cycles, the performance score distribution, AI sentiment insights, and your own review tasks.

The Performance overview gives you a read on performance at a glance. Without opening a single cycle, you can see how your people are doing, where reviews are on track or running late, and what needs your attention right now. What you see is tailored to your role, so you land on the signals that matter to you.


Who sees what on the overview

What you can access on the overview depends on your role and its permissions.

  • Executives — Organization-wide performance data: every active review cycle and the full performance summary, scores and sentiment across the company. They also see their own reporting line and their own tasks.

  • Collaborators — Can monitor and act on active review cycles across the organization, plus their own tasks. They don't have access to the organization-wide performance summary.

  • Direct Managers — Performance data for their reporting line: the cycles and scores of the people who report to them, plus their own tasks.

  • Employees — Their own review tasks.

Note: Administrators have no Performance-specific access here. They see the page as an Employee unless they also hold another role.


Your organization

The Your organization tab gives a top-down view of review activity and performance across the company. Executives see the full tab. Collaborators see only the Active review cycles section.

Active review cycles

A snapshot of the three most recent review cycles, with the status of each and a quick action when something needs attention, for example reviews still to submit, reviews due soon, or a reviewee with no upward reviewer assigned.

Select View all review cycles to see the rest.

Send nudges

When a cycle has pending tasks, Executives and Collaborators can send customizable nudges to the people involved.

To send a nudge:

  1. Log in to Workleap and go to Performance.

  2. On the Overview page, in Active review cycles, select Send a nudge next to a cycle.

  3. Choose what to nudge people to do, for example complete their reviews or share results with the reviewee. Each option shows how many people it applies to and the time left.

  4. Add a personalized message (optional).

  5. Select Send nudges.

Note: The nudge is sent as you, the person sending it.

Performance summary (Executives only)

The performance summary shows how performance is distributed and what themes stand out. Three controls shape the view:

  • Timeframe — Latest review, past 90 days, past year, or past 2 years.

  • Scope — the entire organization, a specific team, or a segment.

  • Grouping — no grouping, group by team, or group by manager.

Average review scores

Shows the three highest and three lowest rated teams, managers, or individuals (depending on your grouping). It's a snapshot to spot trends and see where to look, not a full ranking.

These numbers are the configured Review Score for each cycle, the authoritative performance number. See Performance Review Score for how it's set up.

How the numbers are built:

  • One common scale. Every score is shown on a single scale, the most common one across the cycles' Review Score formulas (for example, /5), so cycles that used different scales stay comparable. When two scales are equally common, the higher one is used. The scale in use appears next to the heading.

  • Aggregated across cycles. When someone has scores in more than one cycle, the overview combines them, either as the average across cycles or the value from their most recent cycle, depending on the timeframe.

  • Team and manager rollups. A team's or a manager's number is the average of the Review Scores of the people in that group.

Select any team, manager, or person to open a panel with their Review Score, their top sentiments, and the people or cycles behind the number.

Note: Because the overview now uses the configured Review Score instead of a plain average across every question, the numbers may look different than before. That's expected. They now reflect how your organization chose to measure performance.

Top sentiments from review content

AI-driven insights from your organization's review content, showing the positive and negative themes and how each trends over time. These are based on Workleap's 12 research-backed performance themes.

Workleap AI insight: Select Analyze next to a theme to ask the Workleap AI assistant follow-up questions. It returns what was analyzed (review cycles covered, reviewers who mentioned the theme, reviewees affected) and what you need to know about the pattern.


Your reporting line (Managers)

The Your reporting line tab mirrors Your organization, scoped to the people in your reporting line.

  • Active review cycles shows the cycles your reports are part of, with the same status messages and quick actions.

  • Performance summary shows your highest and lowest rated employees, with the same timeframe and grouping controls and the same top-sentiment insights, all limited to your reporting line.


Your to-dos

Everyone has a Your to-dos tab: the review tasks that are yours to act on.

  • Switch between Pending and Completed.

  • Each task shows what to do and its due date, for example assign peers to a reviewee, write your manager review, or write your self-review.

  • Select Show more to load additional tasks.

When you're ready to work on your reviews, go to the Reviews page to see all your active and past reviews in a single, filterable list.

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