Drop in OKR completion, peer feedback, and observations. Performance review generator structures by dimension, adds strengths, gaps, and next-period goals.
Start with a professionally designed template and customize it to your needs.
Lattice and 15Five are performance management systems (full workflow). bookletai focuses on the review document — turning system data and manager observations into a readable report employees can revisit.
Scores and feedback in Lattice and 15Five are raw data. Hard to read directly. bookletai weaves them into a coherent review employees can work through page by page.
You provide daily observations (email snippets, project records, 1:1 notes). AI organizes by competency dimension — avoiding recency bias or negativity-only recall.
This document is shared text for the 1:1. Employee reads it first; both review together. Faster than manager talking at employee — and avoids misunderstandings.
Six capabilities for reviews that don't get awkward.
Drop in OKR system exports or completion screenshots from Notion — AI matches numbers to evaluation dimensions, gives objective grounding.
Quarterly calibration, promotion review, annual raise? Emphasis differs substantially — AI aligns first.
Role competency, collaboration, goal achievement, growth — four dimensions covered, each with observations + quantitative evidence.
Not 'flawless' or 'severely lacking' clichés. AI uses concrete facts + objective judgment ('consistently exceeds in X scenarios').
Based on current performance, AI suggests 2-3 specific goals — ready as next cycle's OKR starting point, no 1:1 ad-libbing.
Employee PDF is the formal document; HR archive preserves the evaluation record — useful for compliance and promotion tracking.
See if your scenario fits.
For quarterly or annual reviews, the manager prepares a review doc per report. Employee reads at the start of the 1:1, then both discuss. Faster than narrating, and more professional.
For sales & marketing
HR collects quarterly reviews from each department manager. Performance review generator ensures consistent format — HR organization and comparison become simpler.
For HR & L&D teams
Promotion reviews require competency-matrix mapping, specific cases, forward-looking judgment. Leads build a promotion review document for HR and the committee fast.
For teachers & course creators
From raw data to discussion doc.
OKR completion, peer feedback, daily notes. Tell AI the review purpose and role.
AI structures into four dimensions; you verify wording is objective and specific.
PDF for employee 1:1 reading; archive version for HR records.
Select the perfect plan for your needs
Answers to common questions.
Yes. Start without signing up. Each new review uses 1 credit; wording tweaks, emphasis changes, layout adjustments afterward are free.
Lattice and 15Five are full performance management systems (workflow, feedback collection, ratings). bookletai focuses on the output document — turning system data plus manager observations into a readable review. Complementary.
AI uses only facts you provide — won't fabricate. Judgment tendencies ('exceeds,' 'meets,' 'needs improvement') require you to set criteria per dimension before AI matches.
Reviews generate and save under your account, not public. Share links default to password-protected. Printed PDFs should be handed over in person, not mass-emailed.
Yes. Append peer feedback (anonymous or named) in the material. AI integrates into the 'Collaboration' dimension. Recommend 3-5 peer inputs for balanced perspective.
40+ performance review templates (SWE, PM, Sales, Support, etc). Pick one and AI generates by that role's competency dimensions. Custom dimensions also possible.
Yes. Quick Edit switches between 'direct,' 'gentle,' 'constructive' styles. Same facts, three phrasings — pick the culture fit.
AI suggests 2-3 specific goals based on current performance, following SMART principles. Adjust or replace as appropriate.
No direct API integration currently. Paste CSV/Excel exports into AI, or copy results back into the system. Lattice import/export planned.
2-4 pages works well. Too short lacks objectivity; too long employees won't finish. Promotion reviews can extend to 5-6 pages. AI suggests based on purpose.
Yes. The performance review generator is free for your first review — no signup. Each new review uses 1 credit; wording edits, dimension tweaks, and goal adjustments afterward are free.
Yes. For self reviews, paste your own OKR data, project highlights, and self-assessment notes. The AI self performance review generator structures a first-person reflection by dimension, ready for your manager's review.
Yes. The template library includes AI performance review examples per role (software engineer, PM, sales, support). Pick the role closest to yours to see a populated sample, then swap in your data.