Recommendations on a performance profile

Recommendations are short development actions a manager writes on someone's performance profile, such as "Shadow the senior buyer for two weeks" or "Take the Excel intermediate course". Use them to agree next steps after a review, track whether each was done, and keep a comment thread on each one. They are a to-do list, not a rating: they do not change any score.

Where: the employee's profile › Performance tab › Manager's Recommendations

You need:

• The Reviewer (Manager) right to see, add or delete recommendations
• Nothing extra to mark one complete or comment, once you can see it

How to add recommendations

1. Open the employee's profile and select the Performance tab.
2. In Manager's Recommendations, select Add.
3. Under Recommendations, type the first recommendation in Text.
4. Select Add Recommendation for each further one. Remove one with the bin icon.
5. Select Save.

Each line is saved as its own recommendation, with you as the author. The dialog says "max 300 characters each", but each can be up to 4,000 characters. Keep them short anyway.

How to mark a recommendation complete

1. In Manager's Recommendations, tick the box at the end of the row.
2. Untick it to mark it incomplete again.

Or open the recommendation and select Mark as completed or Mark as incomplete.

How to comment on a recommendation

1. Click the recommendation to open it.
2. Select Add your comments here....
3. Type under Your comment, up to 4,000 characters.
4. Select Save.

Each person can leave one comment per recommendation. To change yours, delete it with the bin icon, confirm with Yes, and write a new one.

How to delete a recommendation

1. Open the recommendation.
2. Select Delete, then Yes.

This removes it and all its comments for good.

The Manager's Recommendations card

No records found matching your criteria. means there are none for this status. Recommendations are listed oldest first.

In the recommendation

What Happens Next

• Recommendations send no notification. Tell the employee you have added them.
• They stay on the profile until deleted. They are not tied to a cycle and do not expire.
• They do not feed assessment, goal, feedback or score card ratings.

⚠️ Employees cannot see their own recommendations today. The Performance tab is shown on other people's profiles, not your own, so share them in your one-to-one, and mark them complete yourself when they are done.

Other cards on the Performance tab

• Feedback shows the person's Average feedback and the feedback you are allowed to read about them, with each one's acknowledgement status. Click one to read it. See Giving and receiving feedback.
• Skills shows their skills and endorsement counts. Click a skill with endorsements to see who endorsed it. See Skills and endorsements.
• Nothing to show here! on either card means there is nothing yet.

Tips

• Write actions, not judgements. "Lead the next client demo" can be ticked off; "Be more confident" cannot.
• Two or three at a time. Add the next when one is done.
• Agree them in the review conversation, then add them the same day.
• Use the comments as the record: what was tried, what happened, when it was done.
• Review the Incomplete filter before each check-in.

Troubleshooting / FAQ

Q: I can't see the Add button. You need the Reviewer (Manager) right.

Q: I can't see the Performance tab on my own profile. It only appears on other people's profiles.

Q: Can I edit a recommendation? No. Delete it and add a corrected one. Its comments go with it.

Q: Can I add a second comment? No, one per person. Delete yours and write a new one.

Related articles

• Performance for managers
• Giving and receiving feedback
• Skills and endorsements