Turn a year of notes into a fair performance review
Give Claude the year's notes on one person, their goals and your ratings. It lays out the dated examples behind each goal, checks every rating against them, and marks where the notes are too thin to rate.
FullHRWhen you need it
Set it up5 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
- Keep your review form and rating scale in a Reviews folder inside your HR folder. Through the year, keep short dated notes on each person in one file per person: what they did, the result, and any feedback you gave.
- In Cowork, connect your HR folder in OneDrive or SharePoint (the one synced to this computer).
- At review time, open Cowork, paste the prompt and name the person's notes file. Add their goals for the year, their self-review if they wrote one, and your rating for each goal.
- Read every rating against its examples and change what you disagree with. The ratings and the review are yours; Claude does not rate anyone.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Draft the performance review for the person whose notes file I name, in the Reviews folder inside my HR folder. Their goals for the year, their self-review if they wrote one, and my rating for each goal are below.
- 1. Use the review form and the rating scale in the Reviews folder, and write the draft as a Word document in the Reviews folder.
- 2. For each goal, and each skill the form asks about, list the examples from the notes: what they did, when, and the result, with the date of the note. Use the whole year: if most notes come from the last 3 months, say so at the top.
- 3. For each rating I gave, say whether the examples support it. If they do not, say so plainly and why. Where I gave no rating, write [YOUR RATING] and the examples to weigh. Do not rate the person yourself.
- 4. Where the notes hold no example for a goal or a skill, write "not enough evidence" instead of a guess.
- 5. Write the strengths and the areas to work on with the same care. Describe what the person did, never what they are like, and give each area to work on one concrete next step.
- 6. Where their self-review and the notes disagree, show both side by side.
- Leave out health, pregnancy, family, religion, age, union membership and anything else not about the work, even if the notes mention it, and do not count time on leave or sick leave against them. Never invent an example.
What you get
A review draft in your form: the examples for each goal and skill, whether they support your rating, and the gaps your notes do not cover.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence