Audit draft review cycles with the performance admin agent

Think of the performance admin agent as a helpful safety net. After drafting the review cycle, use the performance admin agent to catch missing skills, wrong dates, or incorrect managers before the cycle goes live. While it cannot directly rewrite your review forms, rating scales, or workflows, it will catch setup mistakes so you can launch with confidence.

For access to the performance admin agent, contact your admin.

Open the performance admin agent

Select Ask AI in the top right of your screen, then choose Performance Admin Agent from the dropdown menu.

 

Ask the performance admin agent to check your cycle

Check your specific draft review cycle for errors. The performance admin agent will automatically scan your deadlines, scoring weights, and stages.

 

Fix critical setup errors

Since performance review cycles can’t launch with errors, the agent will flag any blockers and walk you through resolving them. 

1. Review the agent's summary to find reviews assigned to employees who have left the company
2. Fix any empty company skill sections or skill dates that do not overlap with the review period
3. Correct any spelling and grammar mistakes in your notification emails

 

Review helpful alerts

Confirm your setup details are intentional by reviewing the agent's smaller alerts.

1. Check for employees who changed roles recently or reviewers who do not match the manager on the org chart. This often happens after org chart updates and should be confirmed before launching the review.

   NOTE

   The agent defaults to the employee's current role.

2. Confirm that any empty role skill sections are intentional.

Double-check the final summary

Verify all your options are correct by reading the detailed summary of your cycle settings.

1. Read the agent's complete summary of your cycle configuration.
2. Double-check that your options are exactly what you want before moving forward.

Safely confirm your changes

Prevent accidental updates to your live database by approving your changes through a strict two-step confirmation.

1. Review your fixes held in the agent's temporary space.
2. Confirm the changes twice to update your live database safely

Next steps

• Manage live reviews with the performance admin agent.
• Manage in-flight reviews.