Create and run Performance Reviews

Create a Performance Review or self-assessment, add its questions and participants, and publish it to the Employee Hub. This guide also covers peer feedback, meetings, question changes, and exports.

Who can use this?

HR Admins create and publish Performance Reviews in Salesforce. Employees and Managers complete reviews in the Employee Hub. AI creation requires AI to be enabled for your organization.

Create a Performance Review

Start a review manually

1. In flair HR, open Engagement → Performance Review.
2. Click New Performance Review. The review setup opens.

Start a review with AI

The AI model runs in flair's cluster in Frankfurt. It is not connected to external services such as OpenAI or Mistral AI, so review data remains within flair's infrastructure.

1. In flair HR, go to Engagement → Performance Reviews.

2. Click Create with AI.

3. Configure the generation fields:

   Field	What to enter
   Team Type	The relevant team, such as Operations Team.
   Language	The language for the review.
   Department	The department, such as Operations.
   Size	The required review length.

4. Click Generate. flair creates review content from the selected parameters.

5. Edit the generated sections, delete individual sections, or click Discard to start again.

6. Click Save to keep the generated content.

Configure the review

1. Enter a Name and optional Introduction Text.

   

2. Click Next.

3. Under Timeline, select a review order:

   Timeline	What happens
   Simultaneous	Employee and Manager complete their reviews at the same time. The Manager sees Employee answers after both submit.
   Sequential	The Employee submits first, and then the Manager completes the review.

4. Enter the Employee and Manager deadlines.

   

   For a Sequential review, set the Manager deadline after the Employee deadline.

5. Configure the review settings:

   Setting	What it does
   Self-Assessment	Makes the evaluation a self-assessment.
   Peer Reviewers	Adds anonymous colleague feedback. It is available only for a Sequential review.
   Show employee self-assessment to peer reviewers	Shows each peer reviewer the Employee's self-assessment once the Employee submits it. Appears only when Peer Reviewers is enabled. Off by default.
   Show manager review to peer reviewers	Shows each peer reviewer the Manager's review once the Manager submits it. Appears only when Peer Reviewers is enabled. Off by default.
   Required question visibility	Allows Managers to see answers only for required questions.
   Goals management	Allows Employees and Managers to create, track, and update Goals.
   Mandatory meeting	Requires the Manager and Employee to schedule a review meeting.
   Signature	Requires Employee and Manager signatures before completion.
   Employee satisfaction survey	Sends confidential review-process feedback to HR without Manager visibility.

   

6. Click Create. The Performance Review remains in Setup.

Add sections and questions

1. In flair HR, open the Performance Review from Engagement.

   

2. Open Assessment.

3. Click Add Section.

   

4. Enter a section name.

5. Click Add Question.

6. Select a question type:

   Type	Response
   Scoreboard	A thumbs-up rating.
   Single Choice	One option from a list.
   Multiple Choice	Multiple options from a list.
   Rating 1-5	A value from 1 through 5.
   Free Text	An unrestricted written answer.
   Free Slider	A value selected on a range.

7. Enter the question and its options when required.

8. Save the question.

9. Repeat the steps for every required section and question.

You can add any number of sections and questions.

Add participants and publish the review

1. On the Performance Review, open Participants.

2. Click Add.

   

3. Filter Employees by Department, Location, Manager, Position, Name, or Start Date.

4. Select the Employees.

5. Click Add.

   

6. On the Settings card, click Change.

7. Select the Default Reviewer.

   

8. In the status card labeled This cycle is in setup state, click Publish.

9. Confirm publication. Employees receive email and Employee Hub notifications.

After publication, you cannot change the Performance Review settings.

Complete a self-evaluation

1. In the Employee Hub, open the Performance Review notification or the Reviews page.
2. Select the assigned review.
3. Click Start Self-evaluation.
4. Answer the questions.
5. Click Submit. You can change answers until the meeting with your Manager occurs.

Edit or delete a question

Performance Reviews use these states:

State	What happens
Setup	HR Admins can change questions.
In Progress	Employees and Managers answer questions.
Finished	The Feedback Cycle is closed, and changes are restricted.

1. While the review is in Setup, open Assessment.

2. Next to the question, click the down arrow.

   

3. Edit the question, or click the trash-can icon to delete it. Deletion happens without a confirmation prompt.

   

warning

When review forms already exist in Publishing, In Progress, or Finished, question changes do not update those forms. Employees added later receive the updated questions.

Configure a peer review

Peer reviewers can be added only to a Sequential Performance Review. A review supports up to five peer reviewers.

Enable peer feedback

1. Create a Sequential Performance Review.

2. Enable Peer Reviewers.

3. Select the number of peer reviewers.

   

4. Optional: Configure what each peer reviewer can see, below the peer reviewer count:

   Setting	What it does
   Show employee self-assessment to peer reviewers	Shows the Employee's self-assessment to peer reviewers once the Employee submits it. Off by default.
   Show manager review to peer reviewers	Shows the Manager's review to peer reviewers once the Manager submits it. Off by default.

A peer reviewer sees the toggled-on review after it is submitted. Before submission, the Employee Hub shows a Not submitted yet placeholder instead. These settings control only the Employee's self-assessment and the Manager's review; they don't change whether peer reviewers see other peer reviewers' responses.

5. Under Assessment, add the sections and questions.

   

   

6. Under Participants, add the Employee being assessed.

7. Click Publish. The Employee and assigned Manager receive notifications.

Assign peer reviewers

1. As the Manager, go to Team → Development in the Employee Hub.

2. Open the assigned Performance Review.

   

3. Click Assign peer reviewers.

4. Search for and select the Employees who will provide feedback.

   

   

5. Save the peer reviewer assignments. The selected Employees can complete their feedback in the Hub.

6. After peer feedback is complete, review it in the lower-right area of the Performance Review.

7. For rating questions, review the average of the peer responses.

Complete a Manager review

1. On the Employee Hub Manager dashboard, find a pending review.
2. Click Go there.
3. On Reviews, choose the Employee review or your own self-review.
4. For an Employee review, click Start review.
5. Answer the review questions.
6. Optional: Use Meeting to schedule the review discussion.
7. Optional: Use Goals to manage the Employee's Goals.
8. Click Submit. The Manager review is complete.

For feedback comparisons and HR outcomes, see Review Employee Performance Reviews.

Schedule a mandatory review meeting

After all required people submit their feedback:

1. Under Meeting, click Schedule, or click Submit & Schedule Meeting while submitting the review.

   

2. Select the meeting date and time.

3. Save the meeting. The Performance Review records the scheduled discussion.

Export a Performance Review

Document Generator can export a review as PDF or DOCX or save it to the Employee record. Templates can include nested sections, multiple-choice answers, peer responses, conditional formatting, ordering, and visibility rules.

1. Create a reusable Document Template for 360 Review, For Review without peer input, or Self-Review.
2. Map Employee information, reviewer details, peer input, answers, and any nested child records.
3. Configure Semi-Visible for HR-only fields and Optional Answers to show not required when an optional field is empty.
4. In flair HR, open the Performance Review.
5. Click Download PDF.
6. Select the Document Template.
7. Preview the output.
8. Download the PDF or DOCX, or save the document to the Employee record.

Use camelCase without spaces for merge text, such as employeeName. For full template syntax, see Create documents with Document Generator.

Related articles

• Review Employee Performance Reviews
• Calibrate Performance Review results
• Create documents with Document Generator
• Configure the Development Framework