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Evaluations & performance management

Evaluations that generate, route and follow up on themselves

Two plug-and-play microservices. The first scans time and billing data and generates evaluations for a fiscal year or any date range. The second lets you design custom evaluation forms that plug straight into those evaluations.

  • Built from time & billing data
  • Org hierarchies
  • Alerts & reminders
  • Role-based security

Automated evaluation workflow

From hours worked to a completed review

Evaluators are chosen from who actually worked with each employee, based on the time and billing data, so reviews come from the people with the most relevant view.

  1. STEP 1Time & billing dataFiscal year or date range
  2. STEP 2Rules + filtersQueries, thresholds
  3. STEP 3Evaluator selectionHierarchy-aware
  4. STEP 4Evaluation generationRight form, right person
  5. STEP 5Email alertEvaluators notified
  6. STEP 6Review / gradePermissions enforced
  7. STEP 7Follow-up reminderUntil it's done

Select a step to see what happens there.

New evaluation runIllustrative

Period

● Fiscal year FY2026○ Custom rangeOct 1, 2025 – Sep 30, 2026

Filters

Office: Denver, CheyenneLevel: Staff – ManagerMin. 80 hrs worked togetherExclude: new hires < 90 days

Evaluator rule

For each employee, assign the 2 managers or seniors with the most billable hours with them, plus their direct supervisor from the hierarchy.

Hierarchy

Firm
├─ Audit & Assurance · 64 employees
│  ├─ Managers · 9
│  └─ Seniors & Staff · 55
├─ Tax · 51 employees
└─ Advisory · 27 employees
142 evaluations · 38 evaluators · due Oct 31, 2026 Ready to generate

FY2026 evaluation cycle

Generated from time & billing data · cycle closes Oct 31, 2026

Demo data
  • Completed97
  • In review / grading21
  • Overdue (reminder sent)9
  • Not started15
  • Total generated142
Reviewer assignment and progress (demo data)
ReviewerAssignedProgressAvg score
GLGrace L.
183.9
JKJordan K.
223.7
SNSam N.
154.1
RBRita B.
193.8
9 overdue · follow-up reminders sent Sep 29 15 due within 7 days

Custom evaluation forms

Design the form. Scoring and permissions come with it.

Organizations build forms with multiple sections, custom questions, weighted scoring and different criteria by role. Try scoring the example below.

Annual evaluation · Senior, AuditExample form
MR
Maya R.
Senior · Audit · FY2026
Reviewer: Grace L. · Due Oct 31

Form builder capabilities

Everything a review process needs

  • Multiple sections

    Group questions by competency, each with its own weight.

  • Custom questions

    Rating scales, text responses and role-specific prompts.

  • Custom scoring

    Weighted sections and scoring rules that match your policy.

  • Criteria by role

    Different forms for staff, seniors, managers and other roles.

  • Role-based access

    Reviewers, graders, employees and admins see only what they should.

  • Security controls

    Reviewer and grading permissions, with changes recorded.

Evaluation season shouldn't take a season

See how automated generation, routing and reminders would work with your firm's hierarchy and data.

See it with your data