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Create performance review goals and tasks for staff

Create performance review goals and tasks for staff

Your staff performance review PDFs and entries sit unfiled and goals go untracked after form submission. It files the PDF and creates goal sections and follow-up tasks so directors can act same day.

Create performance review goals and tasks for staff

Overview

When review forms land, PDFs and goals often sit unfiled and untracked, leaving directors scrambling to follow up. This flow archives the review PDF into each employee's file and spins up goal sections plus a 24‑hour audit task so directors can act same day and keep development on schedule.

Create performance review goals and tasks for staff