How to use the context panel in performance reviews 💡

Reviewing colleagues’ performance can be challenging - especially if some time has passed since you last gave feedback to them.

With the “Context panel” in Plai, you get instant access to past data about all the goals, feedback, and meeting notes to help you write well-informed, fair assessments.

Here’s how you can use the context panel:

💁🏻‍♂️ For all review participants: When assessing yourself, peer, or direct report, revisit past feedback and goals progress and avoid ‘recency bias’ in your reviews.

👩🏽‍💻 For HR managers: Add questions about OKRs or personal (PDPs) goals to the reviews. This is especially useful in performance appraisal or salary review when managers need metrics to evaluate their direct reports fairly. With the context panel, the reviewers can revisit goals progress directly from the appraisal form.

💁🏼‍♀️ For managers: Access the past 1-1s, development plans, and your notes about your direct reports to ensure you evaluate each person fairly and based solely on individual performance and not comparing with other employees.

Open, expand, and close the context panel

Open the context panel when writing the assessment by clicking a button on the right. You can view available context sections by scrolling them to the left. To review some of them in more detail, click on the buttons in the context panel, and you will expand the details to the full screen without leaving the assessment form.

When you want to back to the assessment, click on the arrow on the right to hide the context panel.

Open, expand and close the context panel

Review the past review results

Click on the “Reviews” tab in the context panel and open the needed cycle. Note: this review cycle should have been finished, and the HR manager shared the results with all recipients.

Check the past reviews results

Review the Objectives

In the “OKRs” tab, you can see all the Objectives associated with the reviewer, team, or the whole company. You can filter goals by cycles and owner. To explore more details about the Objective, click on “Key Results” or “Tasks” - this will expand the goal to the full screen.

Review "Objectives" in the context panel

Review 1:1 meetings, PDPs, private notes, and praises

Check the reviewer’s personal development plan (PDP) and praises during the assessment to make it more personalized.

If you’re a manager or direct report of the reviewer, you can also access your “1:1s” and “Private notes.”
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