Performance Review Workflow

Use this workflow to prepare for reviews without scrambling at the last minute.

Weekly habit

1. Run workrail sync
2. Open top entries and tighten wording
3. Add outcomes and business context
4. Save 2–3 highlight entries for review month

Monthly checkpoint

• Generate a summary
• Identify your top impact themes
• Capture concrete metrics where possible

Use a fixed-day summary when you need exact day alignment:

workrail summary --date 2026-02-11

For broader review windows, use an inclusive range:

workrail summary --from 2026-02-01 --to 2026-02-20

Before the review

• Export summary and key entries
• Group achievements by impact area
• Ensure each item answers: what changed, why it mattered, outcome

Common pitfalls

• Too much task detail, not enough outcomes
• Missing metrics
• No narrative around scope or complexity