Confirm scope and reviewers
Select the period, employee, manager, review type, criteria, rating scale, evidence expectations, access, and due dates.
Guide employees and managers through self-review, assessment, calibration, and acknowledgement. Keep the evidence and agreed follow-up with the review.
Help employees understand their assessment and what to do next. Record the reasons for each rating and who will follow up after the meeting.
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Reviewed by Jodoo’s product and content team · September 6, 2026. Explore sample goals, reviews, and follow-up in the app, then adapt the process to your team.
Clear stages make it easier to tell who owns the next action and what evidence is still missing.
Select the period, employee, manager, review type, criteria, rating scale, evidence expectations, access, and due dates.
Bring current goals, outcomes, examples, strengths, support needs, and development priorities into the reflection.
Assess the same criteria, explain the rating, identify strengths and gaps, and return the record if evidence is incomplete.
Compare self and manager ratings, distribution, context, and rationale before confirming or changing the result.
Record acknowledgement and assign development, recognition, support, or improvement actions with dates and owners.
Ratings without examples invite inconsistency; examples without criteria make comparison difficult.
Target, current result, period, weight, status, evidence, and changed context.
Prevents the conversation from relying only on recent memory.
Role-relevant criteria, observable examples, employee reflection, manager comments, and rating.
Makes the basis for judgment visible without pretending it is perfectly objective.
Self-rating, manager rating, variance, explanation, calibration decision, and final rating.
Preserves why a result was kept or changed.
Acknowledgement, questions, development priority, action, owner, due date, and status.
Turns the review into a next step rather than a filed document.
A trained administrator can update questions, stages, rating choices, reminders, permissions, queues, and reports while sensitive outcomes remain governed.
Use annual, quarterly, milestone, probation, project, or improvement follow-up paths without forcing identical questions.
Separate employee reflection, manager assessment, calibration review, people-operations oversight, and restricted improvement details.
Route missing evidence, overdue reviews, material rating differences, returned records, and acknowledgement delays.
Measure completion, turnaround, variance, distribution, and follow-up while retaining access to the records behind the result.
Settle the rules before inviting employees and managers into the cycle.
It supports formal performance evaluation: review setup, self-assessment, manager assessment, ratings and comments, calibration or approval, acknowledgement, and follow-up.
Use the same core criteria when comparison matters, but allow role-specific prompts where each participant contributes different evidence or decisions.
Define a variance threshold, send material differences to a reviewer with both rationales and source evidence, and preserve the final reason. Do not silently overwrite the earlier assessment.
Not necessarily. Make clear whether acknowledgement means receipt, agreement, or both. Allow questions or comments without forcing the employee to endorse the decision.
Yes. Jodoo can support different criteria, questions, evidence, routes, and views by review type or role while retaining governed core fields.
Keep payroll, benefits, tax, compensation planning, core employee data, and specialist talent processes in authoritative systems when required.
Verify returns, calibration rationale, employee access, acknowledgement, and follow-up before launching the cycle broadly.