This article explains what performance notes are, and how to manage them in the Performance & Development area.

Note This article is aimed at Supervisors, Administrators, or employees with edit rights for continuous feedback and performance notes in the Performance & Development area. Only they can create, view, edit and delete performance notes.

What are performance notes in Personio?

Add a performance note

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

1. Navigate to Performance & Development > Feedback.
2. On the left, select the relevant employee from the list.
3. The employee's feedback overview appears. On the upper right, click Add performance note.
4. The note details page appears. Under Note*, 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

Note You can only edit the performance notes you have created.

To edit a performance note, follow these steps:

1. Navigate to Performance & Development > Feedback.
2. On the left, select the relevant employee from the list.
3. The employee's feedback overview appears. Click the relevant performance note.
4. The note details page appears. Click Edit performance note.
5. Change your note as needed. Click Update performance note.

Tip Personio displays the date of the latest update on the note's details page.

Delete a performance note

Note You can only delete the performance notes you have created.

To delete a performance note, follow these steps:

1. Navigate to Performance & Development > Feedback.
2. On the left, select the relevant employee from the list.
3. The employee's feedback overview appears. Click the relevant performance note.
4. The note details page appears. On the upper right, click Delete.
5. A message appears asking to confirm your choice. Click Delete performance note.