Self reviews give employees space to reflect on their own impact, growth, and goals. When a self review opens, Windy reaches out in Slack with a context report highlighting key contributions and feedback from the review period.Documentation Index
Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt
Use this file to discover all available pages before exploring further.
How self reviews work
Windy guides employees through questions configured for the cycle. The conversation is interactive—employees respond to each question, and Windy asks follow-up questions for clarity or depth.The self review conversation
When the self review stage opens:- Windy reaches out in Slack with a personalized message and context report
- Employees respond to questions in a natural, conversational thread
- Windy asks follow-up questions to ensure responses are specific and actionable
- Progress is saved automatically throughout the conversation
After completion
Once complete, the self review is uploaded into Windmill and becomes part of the employee’s Performance Review Packet—visible to their manager when drafting the manager review. Employees can edit their responses in the Windmill Dashboard up until the deadline.Configuring self reviews
When creating a performance review cycle, you configure the questions for self reviews—the prompts Windy will guide employees through. Self reviews support the same question types as all other review types:- 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
Creating questions
You configure questions directly in the cycle creation wizard when setting up the self review stage. Example self review questions:- Describe the impact or outcomes from the last 6 months you believe have had the greatest impact on your team.
- What would you consider your clearest areas of improvement or growth opportunities to drive stronger outcomes in the future?
- How do you want to grow next quarter? Any specific steps or resources you’re thinking about to get there?
Best practices for questions
- Keep it conversational — Write questions as if you’re asking them in person
- Focus on specifics — Ask for examples, projects, or outcomes
- Limit to 3-5 questions — Windy will follow up naturally based on responses
- Ask constructive questions — You want team members to improve, so try to ask questions that lead to constructive responses
Scheduling and participants
When configuring the self review stage:- Schedule — Set when the self review stage opens and when it’s due
- Who participates — Optionally filter to a subset of employees for this stage (or use the cycle-level filter)
Editing responses
After completing the self review in Slack, employees can still edit their responses in the Windmill Dashboard up until the deadline. Windy sends a link to the written review with full edit access. To edit:- Go to Performance Reviews
- Find the active cycle
- Click into the self review
- Make changes and save
FAQs
Can employees edit their self reviews after submitting?
Can employees edit their self reviews after submitting?
Yes. After completing a self review in Slack with Windy, employees can still edit their responses in the Windmill Dashboard up until the deadline.This allows employees to:
- Refine answers after reflecting further
- Add examples they remembered later
- Adjust phrasing for clarity
How does Windmill improve the quality of self review feedback?
How does Windmill improve the quality of self review feedback?
When collecting feedback, Windy is trained to ask for more specific, constructive input. If responses are vague, Windy follows up with prompts focused on work products and outcomes rather than personalities.For example, during a self review, Windy might ask:
- “What project or outcome are you referring to?”
- “Can you share a specific example of your impact on that project?”
- “What specific steps did you take to achieve that result?”
Can I customize the questions Windy asks during self reviews?
Can I customize the questions Windy asks during self reviews?
Yes. When creating a cycle, you configure the questions for self reviews. These are the prompts Windy uses to guide the conversation in Slack. Self reviews support text, rating, and yes/no question types.Questions are fully customizable to match your company’s review process.Learn more in Cycles.
What happens if someone misses the deadline?
What happens if someone misses the deadline?
If a deadline passes and a self review is still not submitted:
- The status changes to overdue in the tracking views
- Cycle admins can see who’s behind in the All Employees view
- The employee can still submit after the deadline
Related reading
- Performance Reviews — Overview of the complete review process
- Cycles — Set up review cycles and configure questions
- Manager reviews — How managers use self reviews when drafting assessments
- Progress tracking — Monitor completion across all review types