Review cycles
- Annual
- Semi-annual
- Quarterly / continuous
- Probationary
Single annual moment (typical). Includes: previous year OKRs/goals, self-assessment, manager feedback, new goal setting.
Review anatomy
Assigned template
HR creates the template (questions, rating scales). Clone templates or use predefined (Italian standard, MBO, OKR).
Employee self-assessment
The employee fills first: how they reached goals, strengths, improvement areas, aspirations.
Review 1:1
Structured conversation between employee and manager (typical 1h). Discuss responses, define new goals.
Finalisation
After 1:1, manager finalises: overall rating, possible raise/promotion/bonus decisions, development plan.
Goals and tracking
During the year, goals defined in the review are tracked:- Progress % updated by employee
- Manager comments
- Alignment with company OKRs
- Alert if a goal is at risk
360° feedback
Optional — gathers feedback from:- Manager
- Peers
- Subordinates (if the employee manages a team)
- Internal customers (other teams)
Ratings and calibration
Rating scales
Rating scales
5-point (1-5), 4-point (Does not meet / Partially meets / Meets / Exceeds), letters (A-B-C-D), descriptive.
Calibration
Calibration
Before finalising, HR can organise a calibration session between managers to align ratings (prevent one manager being systematically stricter).
Forced ranking
Forced ranking
Configurable: forced distribution (e.g. max 10% “Top”, 70% “Core”, 20% “Low”). Controversial — use with caution.
Compensation integration
Ratings can be linked to decisions on:- Salary increases
- Annual bonuses
- Promotions
- Training plans
Employee history
Every employee accumulates review history:- Rating year by year
- Achieved vs failed goals
- Past development plans
- Any PIPs (Performance Improvement Plans)
Frequently asked questions
Can the employee see the manager's review?
Can the employee see the manager's review?
Yes, after 1:1 and finalisation. Transparency is integral to the process.
How do I handle a termination review?
How do I handle a termination review?
Special review at end of probation or during termination — structured exit interview.