In Personio, you can write notes to record your observations on an employee's performance.

Employees cannot see performance notes about themselves, regardless of their role and permissions. You can use notes to store useful information about the employee's development.

Before you start

• Direct supervisors or the whole reporting line, depending on the confidentiality settings.
• Administrators
• Employees with edit rights for continuous feedback and performance notes in the Performance area

Add a performance note

To add a performance note for an employee, follow these steps:

1. Go to Performance > Team performance.
2. Select the relevant employee or team member from the list.
3. The employee's feedback overview appears. On the upper right, click Add note.
4. The note details page appears. Write your note. 
    
5. Click Add performance note.

The note appears in the employee's feedback overview. You can keep adding notes as needed.

Edit a performance note

You can only edit the performance notes you have created. To edit a performance note, follow these steps:

1. Go to Performance > Team performance.
2. Select the relevant employee or team member from the list.
3. The employee's feedback overview appears. Click the three dots next to the relevant performance note.
4. Click Update note.
5. Change your note as needed. Click Update performance note.

Delete a performance note

You can only delete the performance notes you've created. To delete a performance note, follow these steps:

1. Go to Performance > Team performance.
2. Select the relevant employee or team member from the list.
3. The employee's feedback overview appears. Click the three dots next to the relevant performance note.
4. Click Delete note. Confirm your choice.

Next steps

Learn more about the Performance area.