Progress Tracking

During a performance review cycle, managers and HR need visibility into who has completed their reviews and who still has outstanding tasks. Windmill provides dedicated views for tracking progress at different levels.

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For managers: My Team

The My Team view shows managers the review status for all their direct reports in one place. To access My Team, go to the active cycle and click the My Team tab.

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What My Team shows

My Team displays a Performance Review Packet for each direct report, including:

• Employee name and role
• Self review status — Not started, in progress, or submitted
• Peer review status — For peer feedback they’re providing to others
• Upward review status — If they have direct reports, their upward feedback status
• Manager review status — The status of your review for this employee (not started, in progress, submitted)

Managers can click into any employee to see their complete packet and start drafting (or continue drafting) the manager review.

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Manager review status

The manager review column shows where you are in the drafting process for each direct report:

• Not Started — You haven’t opened the packet yet
• In Progress — You’ve started but haven’t submitted
• Submitted — You’ve finalized and submitted the review

This makes it easy to see at a glance which reviews still need attention.

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For HR: All Employees

The All Employees view gives HR and admins org-wide visibility into review progress across the entire cycle. To access All Employees, go to the active cycle and click the All Employees tab.

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What All Employees shows

All Employees displays Performance Review Packets for every participant in the cycle, including:

• Employee name, role, and manager
• Self review status
• Peer nomination status
• Peer feedback status (feedback they’re providing)
• Upward review status
• Manager review status (their manager’s review of them)

HR can filter and search to find specific employees or teams, and click into any packet to see full details.

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Filtering and search

Use the search and filter controls to narrow down the view:

• Search by name — Find a specific employee
• Filter by department — See completion rates for Sales, Engineering, etc.
• Filter by team — Drill into specific teams
• Filter by manager — View all direct reports of a specific manager

This makes it easy to identify where follow-up is needed (e.g., “Engineering self reviews are at 60% completion”).

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Review status definitions

Throughout the cycle, reviews move through several states: For manager reviews specifically:

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Peer nominations tracking

Both managers and employees can track peer nomination progress. When peer nominations are part of the cycle, a Peer Nominations tab shows:

• How many peer nominations are required
• How many have been submitted
• Which peers have been nominated

This helps ensure everyone completes nominations before the feedback phase begins.

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Automated reminders

Windmill automatically sends reminders to keep reviews on track:

• When a stage opens — Windy notifies participants in Slack
• Before the deadline — Windy reminds anyone who hasn’t completed their review
• On the deadline — Windy sends a final reminder

Reminders are sent via Slack by Windy as direct messages.

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Following up on incomplete reviews

When you spot incomplete reviews in My Team or All Employees:

1. Identify who’s behind — Look for “Not Started” or “In Progress” status
2. Check the deadline — See how much time is left
3. Reach out directly — Message employees or managers to understand blockers
4. Extend deadlines if needed — Adjust stage deadlines in the cycle configuration

HR can also see patterns (e.g., one manager’s entire team is behind) and follow up at the team level.

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Tracking after submission

Once managers submit reviews:

• My Team and All Employees show “Submitted” status
• If calibration is part of the cycle, HR can track calibration progress separately
• After calibration (if applicable), reviews are ready to share with employees

The tracking views update in real-time as employees and managers complete their tasks.

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Analytics

The Analytics page provides comprehensive visibility into performance review progress with detailed metrics and completion rates. This is available to HR/admins and cycle owners for monitoring the entire cycle.

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Accessing Analytics

To access the Analytics dashboard, go to the active cycle and click the Analytics tab. This view is restricted to HR/admins.

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What Analytics shows

The Analytics dashboard provides metrics for each stage of the review cycle: Participation rates — High-level completion percentages for:

• Self reviews
• Peer nominations
• Peer reviews (feedback provided to others)
• Upward feedback
• Manager reviews
• Calibration (if applicable)

Each metric displays:

• Total number of participants
• Number completed
• Completion percentage
• Number outstanding or overdue

Review status breakdowns — Detailed counts for each stage showing:

• Not Started — Employees/managers who haven’t opened the review yet
• In Progress — Reviews that have been started but not submitted
• Submitted — Completed and submitted reviews

You can click into any statistic to see the full list of employees in that state. For example, clicking “Not Started” under Self Reviews shows all employees who haven’t opened their self review.

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Filtering and drilling down

The Analytics dashboard supports powerful filtering to identify bottlenecks:

• By department — View completion rates for Engineering, Sales, etc.
• By team — Drill into specific teams within a department
• By manager — See progress for all direct reports of a specific manager
• By individual — Look up a specific employee’s status across all review types

When you filter by department or team, you can quickly identify where follow-up is needed (e.g., “Engineering self reviews are at 60% completion”).

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Overdue reviews

The Analytics dashboard highlights overdue reviews separately with warning indicators. Overdue tasks appear in a dedicated section showing:

• Employees who missed the self review deadline
• Employees who didn’t submit peer nominations or feedback on time
• Managers who haven’t submitted performance assessments by the deadline

This makes it easy to send targeted follow-ups.

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Exporting data

You can export analytics data for external reporting:

1. Navigate to the desired data view (e.g., Self Reviews - Not Started)
2. Click Export to CSV
3. Open the file in Excel, Google Sheets, or your analytics tool

Exported data includes employee names, statuses, departments, managers, and timestamps.

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Common use cases

Following up on incomplete reviews:

1. Go to Analytics → Self Reviews → Not Started
2. Export the list or note the names
3. Send a Slack message or email to those employees
4. Monitor the dashboard to see completion rates improve

Identifying manager bottlenecks:

1. Go to Analytics → Manager Reviews → In Progress
2. Filter by manager to see which managers have the most outstanding reviews
3. Reach out to understand if they need support or an extension

Reporting to leadership:

1. Take a screenshot of the overall participation rates
2. Export detailed data for each stage
3. Include insights like “85% of employees completed self reviews within 3 days”
4. Highlight teams or departments that need attention

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Related reading

• Performance Reviews — Overview of the complete review process
• Cycles — Set up stages and deadlines
• Self Reviews — Employee self-reflection and performance assessment
• Peer Reviews — Collect structured peer feedback
• Upward Reviews — Feedback from direct reports about their manager
• Manager reviews — How managers draft and submit reviews
• Calibration — Review and adjust ratings after submission
• Releasing reviews — Share finalized packets with employees