Small Improvements is more than performance reviews and 360 degree feedback. It also contains a lightweight messaging system that is extremely versatile. On this page, we'll show you how to track private notes, share them, and follow up.
If you're looking for 1:1 meetings, we have a handy guide, here.
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Creating a private note
It's easy! You can use the global 'Create' button from anywhere in the application to take a private note:
This will open up the Note dialog. Now pick who this note is about, and write your notes.
As you can see, there's a yellow note stating that Stan will not be able to see the note. After all, it's a private note. In most cases this is exactly what you want, so save the page, and you're done. The message will show up at the top of your message stream.
Optional: share your note
Since private notes are regular (private) messages, you can decide to share them with whomever you'd like.
For instance, it may make sense to share the notes above with Stan. In case you wanted to write anything that's very personal and should not be visible to Stan, you could take two notes: One for your own eyes only, and one that's shared with Stan.
Revisit your private notes during performance review time
Underneath the performance review form there's a tab that highlights data from within Small Improvements. All your messages about Stan will automatically show up underneath Stan's performance review form. Below is an example.