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Edit and Submit an AI-Generated Manager Review Draft

Review and finalize AI-generated appraisals for your direct reports

In this article, you'll learn how to review, edit, and submit the AI-generated performance appraisal draft for your direct reports. AI-generated drafts are created using data sources collected throughout the review period.

This article is relevant to: Managers

Feature: Reviews

When AI Drafts Are Ready

You'll receive inbox and email notifications when drafts are ready for your direct reports.

How to Edit and Submit

  1. From Reviews → My Team's Appraisals, find the employee with Draft status.
  2. Click on their name to open the appraisal.
  3. Click the Performance Appraisal tab.
  4. Review each section and edit as needed.
  5. Select ratings for each section if required.
  6. Click Submit for Calibration.

Reviewing Data Sources

Check the Data Sources tab to see what informed the AI draft. Click Add Entry to upload missing evidence.

Warning: Adding new data sources and regenerating will overwrite your manual edits.

After Submission

Status changes to In Review. HR will calibrate and either approve or request changes.