📘 PRD: Performance Review Management Tool (with 360° Feedback)

🎯 Objective

Build a 360-degree Performance Review Management tool enabling transparent, structured, and secure review cycles involving peers, managers, and direct reports.

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🧠 Ontology (Data Model)

| Entity | Attributes | Relations |
|--------------------|-----------------------------------------------------------------------------------------------|------------------------------|
| User | id, name, email, position, department, role (admin, manager, employee), join_date | ↔ Department, ↔ ReviewCycle |
| Department | id, name, head_id | ↔ Users |
| ReviewCycle | id, name, start_date, end_date, status (draft, active, closed), created_by | ↔ Reviews, ↔ Participants |
| Participant | id, user_id, review_cycle_id, role_in_cycle (reviewee/reviewer) | ↔ Reviews |
| ReviewTemplate | id, name, description, sections (json), visibility_rules, version | ↔ ReviewCycle |
| Review | id, review_cycle_id, reviewer_id, reviewee_id, status (draft/submitted/approved), feedback | ↔ ReviewCycle, ↔ User |
| Competency | id, name, category, weight, description | ↔ ReviewTemplate |
| FeedbackSummary| id, user_id, review_cycle_id, avg_score, reviewer_comments, final_note | ↔ Reviews |

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👥 Roles and Features

| Role | Responsibilities |
|----------|------------------------------------------------------------------------------------|
| Admin | Setup review cycles, manage templates, assign roles, access all summaries |
| Manager | Review team performance, assign reviewers, approve/reject reviews |
| Employee| Give peer/manager feedback, self-review, view their own results |
| HR | (Optional) Oversee cycles, generate reports, ensure compliance |

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🛠️ Features

A. General

• Role-based access control
• Notification system (email, in-app)
• Multi-cycle management (run cycles in parallel)

B. Admin

• Create/Edit Review Cycles
• Create/Edit Templates
• Assign reviewers/reviewees
• Monitor progress and completion rate
• Export reports (PDF, Excel)

C. Manager

• Assign team reviewers
• View all feedback for direct reports
• Approve/override scores
• View historical performance

D. Employee

• Submit self-review
• Submit peer reviews
• Receive feedback from others
• Acknowledge final review summary

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👤 User Stories

🟩 Admin

• As an admin, I want to define templates with different competencies, so I can apply them in future review cycles.
• As an admin, I want to assign reviewers based on org hierarchy, so the right people are involved.
• As an admin, I want to see overall progress of all review cycles, so I can nudge lagging users.

🟦 Manager

• As a manager, I want to nominate peer reviewers for my team, so the process is well-rounded.
• As a manager, I want to override scores if I notice bias, so the result is fairer.
• As a manager, I want to view the final summary of all my team’s reviews in one place, so I can conduct performance talks.

🟨 Employee

• As an employee, I want to give and receive feedback confidentially, so I feel safe being honest.
• As an employee, I want to be notified when a review is requested from me, so I don’t miss deadlines.
• As an employee, I want to view historical reviews, so I can reflect and improve.

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🧭 Screens & Navigation

| Module | Screen | Key Functions |
|---------------------------|----------------------------------|----------------------------------------------------------------------------|
| Login & Auth | Login / SSO | Secure login with role-based redirection |
| Dashboard | Admin / Manager / Employee view | Stats: # of pending reviews, progress bars, notifications |
| Review Cycle Management| Cycle list, Create/Edit cycle | Cycle timeline, participants, template assignment |
| Review Template | Template List, Builder UI | Drag/drop competencies, visibility logic |
| Review Assignment | Reviewer Mapping UI | Auto-suggest peers, override mapping |
| Review Input | Review Form | Rate competencies, free text, optional file upload |
| Feedback Summary | Feedback Overview | Competency scores, consolidated comments |
| User Profile | Personal Info & Review History | View past reviews, download PDF |
| Notifications | Notification Center | Deadline alerts, reminder to review |
| Reports & Export | HR/Admin Reports | Downloadable reports, cycle comparisons |

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• Please start with the user interaction first so I can evaluate the user flow
• Do auth and database later, just mock them