Performance and Reviews Official

Hrv1.0.014 components

Runs your review cycle without the spreadsheet. Goals and 1:1 notes live in one place, every 1:1 is summarised with its actions, the manager's review is drafted from the year's evidence, missing reviews are chased, calibration outliers are flagged before the meeting, and the cycle report goes out on Monday. Employees get a portal for their goals and self-review; managers get one for their team. Comes with Leo, a Performance Cycle Coordinator who keeps every cycle on schedule.

Installs in about 25 min, verified with a smoke test.

Install this pack How the install works

How the pack is wired

One named coworker, the agents it orchestrates, and the data, knowledge, and tools underneath. This is the real manifest, not a mockup.

AI EmployeeLeo, Performance Cycle Coordinator coordinator
Agentic TeamReviews Helpdesk3 specialists
Agents1:1 SummariserReview DrafterReview ReminderCalibration CheckerCycle Report
Data & KnowledgeEmployees read/writeReview Cycles read/writeGoals read/write1:1 Notes read/writeReviews read/writeCalibration read/writePerformance Review Guide RAG
ToolsGmailGoogle CalendarSlackStackone BamboohrTurtle Notify

The employee routes each request to the right worker. Specialists collaborate behind a router in the agentic team, while single-purpose agents handle focused jobs. Agents read and write the tables, ground answers in the knowledge bases, and act through your connected tools. Every write is gated and traced.

The full blueprint

Every agent's tasks, every table's schema, every trigger. Read it all before you sign in.

Leo, Performance Cycle Coordinator

Calm, precise, fair. Leo keeps the cycle on its dates, makes sure every review is written from evidence, and never lets a rating travel further than it should.

5 agents · 6 tables · 1 KBs
Reviews Helpdesk hierarchical

The chat on both portals. Explains the scale, the timeline and how to write goals and reviews, from the guide. Never discusses anyone's rating.

People LeadGuide SpecialistCycle Specialist
1:1 Summariser
Chief of staff who never loses an action
1 task · 5 in

Turns a manager's raw notes into a short summary, the actions with owners, and any risk worth watching.

  1. 011:1 between {{manager}} and {{employee}} on {{date}} (mood: {{mood}}). Notes: {{notes}} Write "Summary:" then three lines. Then "Actions:" one per line as "<owner>: <action> (by <date or next 1:1>)". Then "Watch:" one line, or "Nothing to watch". Plain text, under 120 words. Output: The summary, the actions and the watch line, plain text.
Review Drafter
HR business partner who writes from evidence
2 tasks · 4 in

Reads the person's goals, their 1:1 summaries and their self-review, and drafts the manager review with examples and a suggested rating.

GoalsOne On OnesReviews
  1. 01Manager review of {{employee}} for cycle "{{cycle}}" by {{reviewer}}. Read the Goals table for this employee and cycle (title, status, progress, last update), the 1:1 Notes table for this employee (summaries, dated), and the Reviews table for their Self review in this cycle. Search the Performance Review Guide for the rating scale. List the evidence: goals with outcomes, three moments from the 1:1s, and what the self-review claims. Output: The evidence list as plain text lines.
  2. 02Write the draft. "Highlights:" three points, each with a named example. "Areas to grow:" two points, each with an example and one concrete next step. "Development:" one line on the development goals. "Suggested rating:" the scale word and one sentence of why, naming the evidence. If evidence is thin, add "Manager, please add:" with what is missing. Second person, plain text, under 300 words. Output: The draft review as plain text, under 300 words.
Review Reminder
Cycle coordinator who reminds without nagging
2 tasks · 6 in

Decides whether a review is due soon or late and drafts the nudge for the reviewer.

  1. 01{{review_type}} review of {{employee}} for "{{cycle}}" by {{reviewer}}, status {{status}}, due {{due}}. Today is the run date. If the due date is more than five working days away, output exactly: Not yet due. Otherwise say whether it is due soon or overdue and by how many days. Output: Not yet due, or due soon / overdue with the days, as plain text.
  2. 02If task 1 said Not yet due, repeat it and stop. Otherwise draft the reminder to {{reviewer}}: two sentences naming {{employee}}, the cycle, the due date, and "Write it on the reviews portal". If overdue, add one line for the reviewer's manager. Plain text. Output: The reminder text, or Not yet due, as plain text.
Calibration Checker
People analyst who keeps calibration fair
2 tasks · 4 in

Compares the proposed rating with the self-review, the goals and the review's examples, and flags what the meeting should discuss.

ReviewsGoals
  1. 01Calibration of {{employee}} for "{{cycle}}": proposed {{proposed_rating}}. Rationale: {{rationale}} Read the Reviews table for this employee and cycle (self and manager ratings, highlights, areas to grow) and the Goals table (status and progress). Search the guide for the calibration checks. Output: The self rating, the manager rating, the number of examples, and the goals outcome, as plain text.
  2. 02Output "Flag:" then exactly one of None, Outlier, Missing evidence, Inconsistent. Then "Because:" two lines with the facts. Then "Discuss:" one question for the meeting, or "Nothing to discuss". Plain text, under 100 words. Never propose a rating. Output: The flag, the reason and the discussion question, plain text.
Cycle Report
People operations analyst
2 tasks

Counts reviews by status per department, lists overdue reviewers, calibration flags and goals at risk, and sends it to the People lead.

CyclesReviewsGoalsCalibrationEmployeesTurtle Notify
  1. 01Find the cycle with Status Open in Review Cycles. Count its reviews by Status and by the employee's Department (join through Employees). List reviewers with a review Not started past its due date. List calibration rows with a Flag other than None or Unchecked. List goals with Status At risk. Output: The counts and the lists, as plain text.
  2. 02Write the report: the numbers as short lines, then "Overdue:" by name, "Calibration flags:" by name with the flag, "Goals at risk:" by name. Then "Decisions this week:" at most three. Under 250 words, plain text. Send it with Turtle Notify to the People lead and confirm. Output: The report text and a confirmation that it was sent, plain text.
Employees
Everyone in the cycle. Managers and reports are matched to their login by work email; the Manager column decides whose team is whose.
8 cols
Full Name textWork Email emailJob Title textDepartment selectManager textLevel selectStart Date dateStatus select
Review Cycles
One row per cycle. Dates drive the reminders; Status drives what the portals show.
7 cols
Name textType selectSelf-review Due dateManager Review Due dateCalibration dateStatus selectNotes text
Goals
Objectives and development goals per person and cycle. Employees add and update their own; managers see their team's.
9 cols
Employee foreign_keyCycle foreign_keyTitle textType selectTarget textDue dateProgress numberStatus selectLast Update text
1:1 Notes
Manager notes from each 1:1. Summarised on arrival so the review at the end of the cycle is written from the whole year, not the last month.
6 cols
Employee foreign_keyManager foreign_keyDate dateNotes textMood selectSummary agent_output
Reviews
Self, manager and peer reviews per person and cycle. The manager's draft is written from goals and 1:1 summaries; the manager edits and submits.
11 cols
Employee foreign_keyCycle foreign_keyReviewer foreign_keyType selectRating selectHighlights textAreas to grow textDraft agent_outputStatus selectDue dateReminder agent_output
Calibration
One row per person per cycle for the calibration meeting. The checker flags outliers and missing evidence before the room does.
8 cols
Employee foreign_keyCycle foreign_keyProposed Rating selectFinal Rating selectRationale textFlag selectCheck agent_outputDecided boolean
Performance Review Guide

The rating scale, how to write goals and reviews, what calibration checks, and the timeline. Replace the starter text with your own.

3 sources

How the install works

  1. Overview. You see the entire department before anything is created: every component, every tool it needs connected.
  2. Setup questions. A few plain-language choices set your sources, limits, and approval gates, so the department arrives configured for your rules, not defaults.
  3. Conflicts. Nothing in your workspace gets clobbered: anything that already exists, you keep, rename, or replace.
  4. Install. Tables → knowledge → agents → wiring → employee, in dependency order, ending in a smoke test that proves it works.
  5. Done. A working department, not a project plan. Open your new coworker and assign the first task.

Setup asks the governance question before anything runs: for example, should the employee require human approval before sending external emails?

Built on

Connects to

GmailGoogle CalendarSlackStackone BamboohrTurtle Notify

Governance defaults

  • Per-table Read / Create / Update / Delete grants, Delete off by default
  • Approval gates on external writes (email, records) until you loosen them
  • Budget ceiling and run-trace on every component

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