October
See it in 30 minutes
Performance & reviews · October People

A better review
starts before the review.

Bring goals, feedback and work history into the conversation. Run review cycles, compare perspectives and calibrate ratings with the evidence at hand.

A review that remembers the work.
The quarter in perspectiveQ3 · Example review

Naledi’s performance story.

Product Designer · Growth, with the evidence attached.

Naledi Mokoena

The work I’m proud of.

We brought three product teams onto one design system. I learned to involve engineering earlier and test patterns before turning them into components.
Consistently meets expectations

Naledi connects the outcome to how the work changed.

How it works

Review season, start to finish.
With the work already in view.

Follow Naledi’s Q3 review from the moment the cycle opens to the conversation that closes it.

Week 1

One cycle. Every perspective.

HR launches the cycle with its template, reviewers and deadlines. Self, manager, peer and upward reviews run together, with anonymity thresholds for peers.

Q3 2026 review cycle142 people · closes 31 October
Active
SelfManagerPeerUpward
38% complete
4 perspectives
self, manager, peer and upward reviews
5-point
rating scale, calibrated against an expected curve
Bias checks
on rating changes by department, tenure, level and more
You choose
which parts of the report employees see

Who it’s for

Every review season. The same scramble.

Reviews go wrong in predictable places: missing evidence, uneven ratings and results nobody explains. These are the teams that feel it most.

A first proper review cycle

150 people. Last year’s reviews lived in a shared drive.

The need

“We need a process people trust, and we need it running by next month.”

How October helps

Set up a cycle with templates, deadlines and the review types you want. Before launch, October flags people with no manager, recent hires and anyone still on probation.

A manager with 12 reports

Twelve reviews to write in the same fortnight as quarter end.

The need

“I can’t remember what happened in March, let alone for twelve people.”

How October helps

Goals and assessments, recognition, learning, other reviews and AI insights sit beside every review. The manager writes from evidence, not memory.

Leaders who doubt the ratings

One department rates everyone ‘exceeds’. Another never does.

The need

“A 4 in sales should mean the same as a 4 in operations.”

How October helps

Calibration sessions compare submitted ratings with the expected curve. Every change is recorded with a reason, and bias checks show groups whose ratings moved differently.

HR running the release

Results go out the same week to every manager and employee.

The need

“The rating shouldn’t land in an inbox before the conversation happens.”

How October helps

HR chooses which parts of the report employees see and releases it to managers first. Managers preview, publish and turn the next 1:1 into the review conversation.

Why reviews disappoint

The form isn’t the problem. What’s around it is.

TodayManagers write reviews from memory in a blank form, so recent weeks outweigh the whole period.

With OctoberThe review opens with the period’s goals, recognition, learning and other reviews already gathered.

TodayPeer feedback is chased over email and pasted into a document.

With OctoberPeer reviews are part of the cycle, with nomination rules, minimum and maximum counts and an anonymity threshold.

TodayRatings are moderated in a meeting and the spreadsheet is the only record.

With OctoberCalibration keeps proposals, agreed changes and their reasons on the record, with a parking lot for cases that need more time.

TodayResults arrive as a PDF with no context, and the conversation never happens.

With OctoberHR controls what employees see, managers publish when ready, and the review conversation is booked as a 1:1.

Inside performance reviews

From a fair setup to a conversation that lands.

One cycle, run end to end in October, with the evidence and the record in one place.

Evidence

The period, already gathered.

Every review opens beside the person’s goals, recognition, learning and the other reviews in the cycle, with AI insights on top. Employees can seed their self-review from the self reports they wrote during the period, so nobody starts from a blank page.

  • Goals, recognition and learning in context
  • Self, peer and upward reviews side by side
  • Self reports as the seed for a self-review
Manager review · Ayesha PatelIllustrative example
Ayesha PatelCustomer Success Manager · H2 2026 review
Self-review in
  • Goals · 3 of 4 metGross revenue retention 94% against a 95% target
  • Recognition · 5 received“Rescued the Kestrel renewal with a week to spare.”
  • Peer reviews · 3 submittedClear on customer context, wants more time on planning
  • Learning · 2 courses completedNegotiation skills, Advanced Excel
  • Self-review · submittedSeeded from 6 self reports written this half
Overall rating
Does not meetExceeds expectationsOutstanding
Evidence gathered from the review period. The manager writes the review.

Set up

A cycle that starts clean.

Choose self, manager, peer and upward reviews, each with its own template and deadline. Set how peers are chosen and the anonymity threshold. A readiness check lists anyone who can’t be reviewed properly before invitations go out.

  • Annual, semi-annual, quarterly or monthly cycles
  • Peer selection rules and anonymity threshold
  • Readiness check before launch
H2 2026 review · Set up cycleDraft
184People in cycle
3–5Peer reviews each
3Anonymity threshold
Self review
Manager review
Peer review · self-nomination
Upward review
Readiness
2 · No manager6 · Hired < 90 days ago4 · On probation

Fix or exclude these people before invitations go out.

Calibration

Ratings that mean the same thing.

Calibration sessions show the submitted distribution against the expected curve and surface outliers. Proposed changes need a reason. Bias checks compare how ratings moved by department, tenure, gender, employment type and job level, and agreed outcomes become action items with owners.

  • Distribution against the expected curve
  • Rating changes recorded with reasons
  • Bias checks and calibration actions
Calibration · Operations, H2 2026Live session
12345
Submitted ratings (%)Expected curve
Thabo M. · 4 → 3“Goals met, but the peer feedback doesn’t support exceeds.”
Proposed
Bias check

Tenure “0–1 years” ratings were adjusted more often than average. Worth a second look before you close.

Release

Shared when it’s ready.

HR decides what employees will see: the overall rating, strengths and development areas, competencies, the AI summary and more. Results go to managers first, who preview and publish their own team and hold the conversation in a performance review 1:1.

  • Choose what employees see
  • Manager preview and publish
  • Review conversation booked as a 1:1
Release results · H2 2026Illustrative example
What employees will see in their report
Overall rating
Strengths and development areas
Competency ratings
AI summary
Peer review detail
Lindiwe N. · 7 reportsReleased to manager · 4 published to employees
4/7

One review cycle

184 people. Six weeks, start to finish.

An illustrative half-year cycle at a 200-person services firm running its first review in October.

  1. Week 1
    HR

    Sets up the cycle with self, manager and peer reviews. The readiness check flags two people without a manager; HR fixes them and launches.

  2. Weeks 2–3
    Employees

    Nominate peers and write self-reviews, seeded from the self reports they kept during the half.

  3. Week 4
    Managers

    Write reviews with goals, recognition, learning and the self and peer reviews open beside the form.

  4. Week 5
    Calibration

    Department heads meet. Ratings sit above the curve at 4; three are changed with reasons and one goes to the parking lot.

  5. Week 6
    Managers

    Results are released to managers, who preview their team, publish and hold each review conversation in a 1:1.

Review cycle journeyIllustrative example
  1. Set up cycleDates, templates and review types
  2. Send invitations184 reviewers notified
  3. Collect feedbackSelf, peer and upward reviews in
  4. Manager reviews21 still in progressNow
  5. CalibrationSession booked for 2 December
  6. Release resultsAvailable after the cycle is closed

Review the work. Not the last two weeks.

How it works

Run your first cycle without a spreadsheet.

  1. 1

    Set up the cycle

    Pick the review types, templates, dates and peer rules. Fix anything the readiness check flags, then send invitations.

  2. 2

    Review and calibrate

    People write with the evidence in view. Calibrate ratings against the curve and record why anything changed.

  3. 3

    Release and talk

    Choose what employees see, release to managers and let them publish after the conversation.

Fair by design

Evidence in view. People make the call.

  • Anonymous where it should be

    Peer feedback respects the cycle’s anonymity threshold, and private feedback stays with the manager and HR.

  • Private notes stay private

    Calibration can draw on shared 1:1 notes if HR turns it on. Private manager notes are never included.

  • Every change has a reason

    Calibrated ratings keep the original, the new rating, who changed it and why.

  • AI assists, managers decide

    AI summaries and recommendations support the review. Ratings are set by people and calibrated by people.

Inside performance & reviews

Made for the work
behind the moment.

Explore the workflows, tools and practical details that support performance throughout the working day.

01 / Evidence

The quarter, already gathered.

Goals, recognition, learning, past reviews and a Work tab from connected tools sit beside every review. Employees see their evidence first; managers see it once the self-review is in.

  • Goals, recognition and learning context
  • Work tab from GitHub, Jira, Linear and HubSpot
  • Private feedback kept to the manager and HR
02 / Reviews & calibration

Fair ratings, consistently applied.

Run self, manager, peer and upward reviews with templates, deadlines and anonymity thresholds. Calibrate against performance curves and place people on the talent grid.

  • Self, manager, peer and upward reviews
  • Calibration sessions and performance curves
  • Change a reviewer on a live cycle
03 / Release

Shared when it’s ready.

HR chooses which parts of the report employees will see. Managers preview and publish their team’s results, then turn the next 1:1 into the review conversation.

  • Choose what employees see
  • Manager preview and publish
  • Review conversation in the next 1:1
04 / Promotions

Progression with clear rules.

Set eligibility rules such as time in grade, minimum rating and no active PIP, preview their impact, then run nominations, panels and approvals, including off-cycle requests.

  • Eligibility rules and impact preview
  • Self-nomination, panels and approvals
  • Off-cycle promotion requests
Intelligence inside the workflow

1:1 intelligence

Talking points and insights for each direct report before the meeting.

Generate with AI

Goals and OKRs drafted from natural language.

Who to recognise

Recognition gaps and upcoming moments surfaced to managers.

Manager nudges

Overdue reviews, missed 1:1s and morale dips flagged in time.

Explore AI across October People
The full picture

There’s more
inside.

Explore the detail behind performance.

My performance+
  • Dashboard
  • My reviews
  • Goals
  • Strategy map
  • Feedback
  • 1:1 prep & meetings
  • Group meetings
  • Development plans
Tasks+
  • Quick add
  • My tasks
  • Task analytics
  • Team tasks
Manage+
  • All reviews
  • Individual breakdown
  • PIPs
  • Calibration actions
  • Talent grid
Administration+
  • Review cycles
  • Review templates
  • Calibration
  • Calibration dashboard
  • Performance curves
  • Performance analytics
Recognition+
  • Recognition wall
  • Leaderboard
  • Awards
  • Recognition analytics
  • My recognition
  • My badges
  • Give recognition
Keep the story moving
Next, explore goals, okrs & kpis

Everyone moving.
In the same direction.

Explore performance & growth
Performance & reviews3 answers

Questions,
answered.

Can we run different review formats for different teams?

Yes. Review templates and cycles are configurable per group, with their own questions, competencies, reviewers and timelines. Ratings use a five-point scale with labels you can rename.

How does calibration work?

Managers submit ratings, calibration sessions surface distributions and outliers against the expected curve, and agreed changes become calibration actions with owners.

Is recognition tied to rewards?

Recognition awards points and badges, and formal award programmes can be configured. Points can be linked to reward schemes through integrations.

Start with your organisation

See Performance in your working day.

We’ll walk through the real product with your team and show how it connects to the rest of October People.