The Performance Review Packet
When it’s time to draft reviews, managers access a Performance Review Packet for each direct report. This packet consolidates:- Employee impact summary — Key contributions, goals progress, and work activity from connected tools
- Self review — How the employee describes their own growth and accomplishments
- Peer reviews — Feedback from colleagues on collaboration, strengths, and opportunities
- Upward feedback — If the employee manages others, feedback from their direct reports
- System signals — Recaps, pulse survey responses, 1:1 notes, and continuous feedback
Drafting a review
Manager reviews are structured around specific questions configured when the cycle was created. These might include:- Overall performance rating
- Key accomplishments and impact
- Areas for growth or development
- Goal progress and alignment with company values
- Promotion readiness or compensation recommendations
AI-suggested observations
Windy automatically generates short, objective observations drawn from:- Self — How the employee describes their own growth
- Peer — Collaboration, strengths, and opportunities from peer feedback
- System — Recaps, pulse surveys, 1:1s, continuous feedback, and work activity
- Upward — If applicable, feedback from the employee’s direct reports
[Peer] “Consistently delivers high-quality work on tight deadlines, as noted by three peers who worked with them on the Q3 product launch.”
[Self] “Took initiative to refactor the billing system, reducing processing time by 40%.”
[System] “Received positive feedback in Slack from the design team for collaboration on the new onboarding flow.”Managers can:
- Select suggestions to include in their answer
- Edit suggestions to add context or adjust wording
- Write their own observations from scratch
- Add custom observations alongside AI suggestions
Generating draft answers
Once managers have selected observations for a question, they can generate a full draft answer. Windy synthesizes the selected observations into coherent, professional prose that:- Weaves together multiple observations
- Balances strengths and growth areas (based on the rating)
- Maintains a professional tone
- Preserves source attribution
Adjusting tone
The same feedback can land very differently depending on how it’s framed. Windmill’s tone selector allows managers to fine-tune how draft answers are written—ensuring feedback is both honest and effective.Tone options
When generating a draft answer, managers can choose from three tone options: Balanced (default) — Neutral tone that matches the rating and observations Use when:- The employee is a solid, reliable performer
- You want to acknowledge both strengths and growth areas
- The rating reflects meeting or slightly exceeding expectations
- The employee exceeded expectations significantly
- You want to emphasize exceptional performance
- The review supports a promotion or strong compensation increase
- Performance is below expectations
- The employee needs specific guidance on what to improve
- You want to set clear expectations for future performance
How to adjust tone
1
Select observations and rating
Choose the AI suggestions or write custom observations for the question. If it’s a rating question, select the appropriate rating.
2
Choose tone
Before generating the draft, select the desired tone from the dropdown.
3
Generate draft
Click Generate to create a draft answer using the selected tone.
4
Review and edit
Review the generated draft and make any manual edits as needed. You can regenerate with a different tone if the first draft doesn’t feel right.
What stays the same
No matter which tone is chosen:- Review content remains grounded in evidence — Windy doesn’t invent accomplishments or exaggerate impact
- Data sources are preserved — Each observation still traces back to self, peer, system, or upward sources
- Managers retain full editorial control — The draft is a starting point; managers can edit freely
Submitting reviews
When a manager is satisfied with all answers, they click Submit. Once submitted:- The review is marked as “Submitted” in the manager’s dashboard
- If calibration is part of the cycle, the review moves into calibration
- Managers and HR/admins can still edit the review until it’s released to employees
Review status
Manager reviews move through several states:- Not Started — The packet is available but the manager hasn’t opened it yet
- In Progress — The manager has started drafting but hasn’t submitted
- Submitted — The manager has finalized and submitted the review
- Calibrated — If applicable, the review has been through calibration
- Released — The review packet has been shared with the employee and is now locked
Writing effective reviews
Even with AI assistance, the best reviews are:- Specific — Reference actual projects, outcomes, and behaviors
- Balanced — Acknowledge both strengths and growth opportunities
- Forward-looking — Include development goals and next steps
- Fair — Based on evidence, not recency bias or gut feeling
- Surfacing specific examples — AI suggestions include concrete work products and outcomes
- Balancing strengths and growth areas — The draft structure and tone options ensure reviews aren’t one-sided
- Grounding feedback in data — Every observation traces back to a source
- Saving time — What used to take hours now takes minutes
FAQs
How does Windmill save time for managers?
How does Windmill save time for managers?
When it’s time to draft reviews, Windmill consolidates data that’s been collected throughout the review period:
- Employee self reviews completed in Slack
- Peer feedback from colleagues
- Upward feedback from direct reports
- Context from connected tools (Jira, Salesforce, GitHub, Google Workspace, etc.)
- Recaps, pulse surveys, and 1:1 notes
Can managers edit reviews after submitting?
Can managers edit reviews after submitting?
Yes. Reviews are not locked when submitted. Managers and HR/admins can still edit reviews after submission until they’re released to employees.This allows for:
- Calibration adjustments
- Final edits before sharing
- Corrections or additional context
How are AI suggestions generated?
How are AI suggestions generated?
Windy automatically generates short, objective observations drawn from:
- Self — How the employee describes their own growth
- Peer — Collaboration, strengths, and opportunities from peer feedback
- System — Recaps, pulse surveys, 1:1s, continuous feedback, and work activity
- Upward — If applicable, feedback from the employee’s direct reports
Can I customize the questions managers answer?
Can I customize the questions managers answer?
Yes. When creating a cycle, you configure specific questions managers will answer about each direct report. Questions can be:
- Text questions — Open-ended written responses
- Rating questions — Single-select ratings (e.g., 1-5 scale, Exceeds/Meets/Needs Improvement)
- Yes/No questions — Boolean responses
Related reading
- Performance Reviews — Overview of the complete review process
- Self Reviews — Employee self-reflection and performance assessment
- Peer Reviews — Collect structured peer feedback
- Upward Reviews — Feedback from direct reports about their manager
- Calibration — Ensuring fairness and consistency across ratings
- Releasing reviews — Share finalized packets with managers and employees
- Progress tracking — Monitor review completion across your team