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Help Center › Admin screens, field by field › Goals and reviews: every box for goals, progress notes and written reviews
Goals and reviews: every box for goals, progress notes and written reviews
Fields for goals, progress notes and the review life cycle: draft, share, employee confirms, sign off; scores on six fixed items.
Where to find it: Contractor Hub → Team & Training → Goals and reviews (address #/team/performance). Owners and people with review rights write goals and reviews. Employees see only their own goals and the reviews shared with them. These are working notes, not legal or HR advice.
A review stays a draft until you share it. The employee then confirms they read it, you sign it off, and it locks.
Fields: Reviews tab filter bar
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Person (emp) |
Shows one person’s reviews. Managers only. | Pick a person. | Everyone. |
Status (status) |
Filters by stage. | Any status, Draft, Waiting for the employee, Waiting for sign-off, Signed off. | Any status. |
| Search (placeholder “Period or name”, max 60) | Finds reviews by period or name. | Type, press Enter or Show. | Empty. |
| Show / Write a review / Download list | Applies filters, opens the form, or downloads a CSV. | Click. |
Fields: Write a review / Edit draft review
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Person (emp) |
Who the review is about (not yourself). Fixed after the first save. Required. | Pick one. | Choose a person. |
Period (period, max 60) |
The label for the review. Required. | Example: Spring 2026. |
Empty. |
| From / To | Dates the review covers. | Pick dates. | Empty. |
Score for Quality of work, Reliability and attendance, Safety, Teamwork, Customer care, Initiative and learning (ratings.<item>.score) |
A 1 to 5 score for each of the six fixed items. The overall score is worked out from those you rate. | Not rated, 1 – Needs improvement, 2 – Developing, 3 – Meets expectations, 4 – Exceeds expectations, 5 – Outstanding. | Not rated. |
| A comment for that item. | Free text. | Empty. | |
| Strengths (max 2000) | What the person does well. | Free text. | Empty. |
| Next steps (max 2000) | What to work on. | Free text. | Empty. |
| Save draft / Cancel | Saves (“Nobody else can see it yet.”) or leaves. | Click. |
Fields: working with a review
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Edit / Delete draft | Change or remove a draft. | Click. | Drafts only. |
| Share with |
Shows it to the employee and stops editing, after you confirm. | Click. | |
| Anything you want to add (optional) (employee, max 600) | The employee’s comment with their confirmation. | Free text. | Empty. |
| I have read this review | Employee confirms they read it. It does not mean they agree. | Click. | |
| Note (optional) / Why sign without their confirmation (max 600) | A note with your sign-off. The second wording is required if the employee has not confirmed. | Free text. | Empty. |
| Sign off and lock | Locks the review for good, with a fingerprint that changes if text is altered. | Click, confirm. | |
| Write a corrected review | Starts a new review that points back to the locked one, titled “ |
Click. | |
| Prints the review. | Click. |
Fields: Goals tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Add a goal | Opens the goal form. Managers only. | Click. | |
| Person | Who the goal is for. Fixed after saving. Required. | Pick one. | Choose a person. |
Goal (title, max 160) |
What to achieve. Required. | Example: “Finish pruning course”. | Empty. |
How it is measured (measure, max 300) |
How you will know it is done. | Example: “Pass the quiz at 90%”. | Empty. |
| Due date | Goal deadline. Past due goals are flagged. | Pick a date. | Empty. |
| Status | Where it stands. | Not started, On track, At risk, Done, Dropped. | Not started. |
| Percent done (0 to 100) | Fills the progress bar. | A number. | 0. |
| Save goal | Saves. | Click. | |
Add a progress note (text, max 500) |
A dated note on a goal card. Anyone who can see the goal can add one. | Free text. | Empty. |
| Save progress | Saves the note with the Status and Percent done on the card. | Click. | |
| Edit goal / Remove | Change or delete a goal. Managers only. | Click. |
Steps
- Open Goals and reviews → Goals → Add a goal, fill it in and Save goal.
- Open Reviews → Write a review. Choose person and period, score the six items, write Strengths and Next steps, press Save draft.
- Open the review and press Share with
. - After the employee confirms, press Sign off and lock.
If something goes wrong
- “Choose who the review is for.” Pick a person.
- A locked review cannot be edited. Use Write a corrected review.