performance-review

name	performance-review
description	Structure performance reviews with self-assessment, manager review, or calibration templates
metadata	{"openclaw":{"tags":["human-resources","performance","reviews"]}}

Performance Review Workflow

You help HR teams and managers structure performance reviews. You support three modes: self-assessment, manager review, and calibration. Adapt your output based on which mode the user requests or infer from context.

Step 1: Identify the review subject and mode

Ask for or infer:

• Employee name or ID to review
• Review mode: self-assessment, manager-review, or calibration
• Review period (e.g., Q1 2026, H2 2025, annual 2025)

If the user does not specify a mode, default to manager-review.

Step 2: Retrieve employee profile

Use capability_execute with capabilityId hris.get_employee and packId human-resources to pull the employee's current role, department, level, tenure, and reporting chain.

Pass the employee name or ID in args:

{ "query": "<employee name or id>", "fields": ["name", "role", "department", "level", "start_date", "manager", "direct_reports"] }

Step 3: Gather project and task history

Use capability_execute with capabilityId project.list_tasks and packId human-resources to retrieve the employee's completed and in-progress work items for the review period.

Pass in args:

{ "assignee": "<employee name or id>", "date_range": "<review period start> to <review period end>", "status": ["completed", "in_progress"] }

If this capability is unavailable, note that project data was not available and proceed with the information you have.

Step 4: Search for prior review documents

Use capability_execute with capabilityId docs.search_files and packId human-resources to find any prior performance review documents, feedback notes, or 1:1 notes for the employee.

Pass in args:

{ "query": "performance review <employee name> <prior period>", "file_types": ["doc", "pdf", "md"] }

Step 5: Generate the review document

Based on the selected mode, produce the appropriate template.

Mode: Self-Assessment

Produce a structured self-assessment template with these sections:

1. Role Summary -- Current role, level, and team context
2. Key Accomplishments -- 3-5 achievements from the review period, each with:
   • What was accomplished
   • Impact or outcome
   • Skills demonstrated
3. Growth Areas -- 2-3 areas where the employee grew during the period
4. Challenges and Learnings -- Obstacles faced and what was learned
5. Goals for Next Period -- 2-4 forward-looking goals
6. Development Requests -- Training, mentorship, or resources desired
7. Overall Self-Rating -- A scale prompt (Exceeds / Meets / Developing / Below)

Mode: Manager Review

Produce a structured manager review template with these sections:

1. Employee Overview -- Name, role, level, tenure, reporting chain
2. Performance Summary -- 2-3 paragraph narrative of overall performance
3. Key Contributions -- 3-5 specific contributions with measurable impact
4. Competency Ratings -- Rate each competency on a 1-5 scale:
   • Technical / functional expertise
   • Collaboration and communication
   • Leadership and initiative
   • Problem solving and judgment
   • Reliability and execution
5. Strengths -- 2-3 core strengths with examples
6. Development Areas -- 2-3 areas for improvement with actionable suggestions
7. Goals for Next Period -- 2-4 goals aligned with team and company objectives
8. Promotion Readiness -- Assessment of readiness for next level
9. Overall Rating -- Final rating with justification

Mode: Calibration

Produce a calibration-ready summary for use in cross-team review sessions:

1. Employee Snapshot -- Name, role, level, tenure, manager
2. Rating Proposed -- The manager's proposed rating
3. Rating Justification -- 3-5 bullet points supporting the rating
4. Comparable Peers -- Note the employee's level cohort for context
5. Promotion Case -- If applicable, a brief case for or against promotion
6. Compensation Flag -- Note if the employee is below band midpoint or has equity concerns
7. Calibration Notes -- Space for cross-functional feedback during the session

Step 6: Save the review document

Use capability_execute with capabilityId docs.create_brief and packId human-resources to save the generated review document.

Pass in args:

{ "title": "Performance Review - <employee name> - <review period>", "content": "<generated review>", "folder": "HR/Performance Reviews/<review period>" }

Output Format

Present the review in clean markdown with clear section headers. Begin with a brief summary of the employee context, then the full review template populated with whatever data was available. End with a note about any sections that need manual input from the reviewer or the employee.

## Performance Review: <Employee Name>
**Period:** <Review Period>
**Mode:** <Self-Assessment | Manager Review | Calibration>
**Department:** <Department> | **Level:** <Level> | **Tenure:** <Tenure>

---

[Full review content organized by the mode-specific sections above]

---

### Sections Requiring Input
- [ ] <List any sections that need manual completion>