Performance reviews

    The performance review: run it well, capture it well.

    An open, two-way conversation about performance and the working relationship, and a report that still stands up later. You talk, Notuly writes the report: in your inbox within ten minutes.

    Available on macOS, Windows, iOS and Android.

    Used by people at these organisations.

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    Short answer

    A performance review is an open, two-way conversation between employee and manager about performance and the working relationship, focused on the future. It has no direct effect on salary. The report belongs in the personnel file and later serves as proof that the conversation took place; Notuly writes that report while you have the conversation.

    Nature
    A two-way conversation, focused on the future
    Required by law
    No, but strongly advisable; a collective agreement may differ
    In the report
    Date, participants, summary and agreements
    Retention
    Guideline: around two years after employment ends (GDPR)
    Capturing it with Notuly
    The report in your inbox within ten minutes
    The recording
    The audio is deleted within a minute of processing
    Try it free
    Three conversations per month, no payment details needed

    What it is

    Performance review or appraisal: what's the difference?

    A performance review works both ways: together you discuss the work, the working relationship and the sticking points, with your eyes on what's ahead. An appraisal is something else. There, your manager passes judgement on the past period, and that can affect your salary.

    The difference between a performance review and an appraisal
    Aspect Performance review Appraisal
    Direction Two-way, you both do the talking One-way, the manager judges
    Focus Aimed at the future Looks back at the past period
    Consequences No direct effect on salary Can affect salary or terms
    Tone Informal, focused on development Formal and structured
    Employee's input Full: you contribute and help shape it Limited: usually responding to factual errors

    In practice the terms blur, and some organisations merge the two into a single review cycle or one ongoing conversation. The name matters little: together you look back and ahead, and you record what you agree. A collective agreement or company policy may add rules of its own.

    Preparation

    How to prepare.

    List what has happened since last time: the results, the agreements and the points you want to raise. That goes for both sides of the table.

    As the manager

    Gather the job description, the results from the past period and feedback from colleagues, with concrete examples. That anchors the conversation in the role instead of in a gut feeling.

    The previous report is your starting point: check what came of the agreements.

    As the employee

    Note what went well and what you're proud of, where you got stuck, and what you want in the year ahead: different tasks, a course, more of something or less of it.

    Ask for the agenda in advance, so nothing catches you off guard and you can raise your own points.

    The agenda

    How the conversation is structured.

    A performance review usually follows a fixed structure: looking back, what needs work, the working relationship, development and agreements. That order keeps the conversation two-way and stops you getting stuck on the problems.

    1. Looking back: what went well, which goals were met?
    2. What needs work: what went less well, and why?
    3. Improvements for the period ahead.
    4. The working relationship: with colleagues and with the manager, and the workload.
    5. Development: learning goals, training, tasks the employee wants to take on.
    6. Agreements: measurable, with a date and a name.

    The questions decide whether it becomes a conversation or a checklist. Open questions work best: what went well, where did you get stuck, what would you do differently next year? Leave a silence after each question; the real answer comes on its own.

    The report

    What belongs in the report.

    A good report has seven fixed parts. Together they're the difference between a scribbled note and a document for the personnel file.

    • The basicsThe date, who took part and who wrote the report. That makes it provable later that the conversation really happened.
    • Looking backOpen on a concrete, positive note: results and examples, not just a general impression.
    • What needs workThe honest message, with examples rather than labels. This part weighs heaviest if an improvement plan is needed later.
    • Working relationship and workloadThe conversation is two-way: the employer's role and the circumstances belong in the report as well.
    • Development and wishesLearning goals, training and ambitions. It gives the employee something to work towards and gives you something to build on next year.
    • AgreementsWho does what, and by when. Tie every agreement to a review date, so you can run through them next time.
    • Response and signatureThe employee signs to confirm they've read it or to agree with the content, and may add a written response.

    A template for every conversation.

    You don't have to build that structure yourself every time. Notuly recognises the kind of conversation and picks the form that fits. Anything that didn't come up simply drops out. On a Team licence you create your own templates, in the layout of your own review cycle.

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    TEMPLATE

    What kind of conversation?

    Handled automatically. Or choose one yourself.

    AutomaticRECOMMENDED

    Notuly recognises the type of conversation and chooses the form that fits.

    MOST USED

    Performance reviewTwo-way conversation · detailed

    FROM YOUR ORGANISATION

    AppraisalThe employer's assessment · detailed
    Progress check-inInterim · concise
    Development conversationLearning goals and ambitions · medium

    Agreements recorded; September review scheduled with Ben

    Notuly understands 90+ languages; your report comes in Dutch or English.

    Speakers

    LLeila
    BBjörn✦ Recognised by Notuly
    +Add who you heard
    Number of speakers2+

    Automatic speaker recognition, without storing any voices.

    GDPR-compliantEU hosting · AmsterdamNo AI trainingNo audio kept

    GDPR-compliant, EU hosting, no training on your data.

    More in HR

    For your other HR conversations too.

    Capturing it

    The report, the file and the GDPR.

    A written report of a performance review isn't required by law, but it is wise. As soon as you keep it, it's personal data covered by the GDPR, and it belongs in the personnel file. What such a report actually looks like is covered at creating a meeting report.

    Why the report is your file

    The Dutch government is clear about this: an employer may only dismiss someone for underperformance after raising it in good time, preferably in a performance review or appraisal, and after giving the employee time to improve. Without a report, that moment is formally hard to prove. The conversation happened, but on paper it doesn't exist.

    How long you keep it

    There is no fixed statutory retention period for performance review reports. The GDPR starting point is that you keep nothing longer than necessary (Article 5 GDPR). As a guideline in the Netherlands, general personnel records are kept for up to around two years after employment ends; salary records for seven years because of tax obligations. An employer may keep a report longer if it's needed to substantiate something.

    Signing: read or agreed

    The employee has the right to input into the report and chooses whether to sign to confirm they've read it or to agree with its contents. If you disagree, sign to confirm you've read it and send a short, reasoned written response as soon as possible. That stops a one-sided picture ending up in your file.

    Recording and processing with an app

    In the Netherlands you may record a conversation you take part in yourself; the rules are set out at can you record a meeting. As soon as an app processes the recording into a report, the GDPR rules apply: tell the other participant beforehand and use a processor with a data processing agreement (GDPR Article 28). How to do that safely is covered at secure notetaking.

    Sources

    General information based on the sources named, not legal advice. In an employment dispute, consult an employment lawyer or your union.

    How it works

    From conversation to file in three steps.

    No settings, no training, no IT department. You make your first report straight after downloading.

    1

    Have the conversation

    Put your phone on the table and press the record button. No keyboard in between, no glancing at your screen: just the employee opposite you.

    2

    Notuly writes it up

    The audio is processed on our own servers in Amsterdam and deleted straight after. Notuly recognises who said what and sets out what went well, what needs work and the agreements.

    3

    The report in your inbox

    Within ten minutes you have the report with the agreements and the full transcript attached. Read it back, add to it, and drop it into the personnel file.

    On all your devices

    Also on macOS and Windows.

    Meeting on Teams, Zoom or Google Meet? The desktop app takes the notes straight from your laptop. And the iPhone and Android apps capture every conversation on the go.

    Choose your plan.

    Starter

    Free
    For personal use, to try it out
    • 3 conversations per month
    • 60 minutes per recording
    • Report with summary and action points
    • Conversation type detection
    • Dutch servers, nothing kept
    Download the app

    Pro

    €9.99 / month
    €119.88 per year
    • Everything in Starter
    • Unlimited conversations
    • Unlimited recording length
    • Up to 32 speakers
    • Word file (.docx)
    • Choose from the Notuly templates
    Choose Pro

    or download from the App Store

    Popular

    Team

    €10.99 / licence / month
    From 2 users · one invoice
    • Everything in Pro
    • Your own branding in the Word file
    • Create your own templates
    • Team management with roles
    • One central invoice
    • Priority support
    • Data processing agreement
    Try Team free

    Fourteen days free

    Enterprise

    Custom
    From 50 users
    • Everything in Team
    • Personal account manager
    • SSO (single sign-on)
    • Custom DPA
    • Volume discount
    Get in touch

    Starter & Pro: prices incl. VAT · Team & Enterprise: prices excl. VAT

    We don't store your conversations.

    The audio is deleted within a minute of processing. Once your report has been sent, we no longer hold your data. What we don't keep can't leak.

    Our own servers in AmsterdamAn ISO 27001-certified data centre. Your data never leaves the EU.
    Our own AI modelSelf-hosted in the EU. No Big Tech anywhere in the process.
    No training on your conversationsWhat's said stays yours.
    Data processing agreement (GDPR)Available to organisations, on Team and above.

    We work in line with:

    ISO 27001.

    We work in line with ISO standards. Our data servers run in an ISO 27001-certified data centre in Amsterdam.

    Frequently asked questions.

    What is a performance review?+

    A performance review is an open, two-way conversation between an employee and their manager about how the work and the working relationship are going, with the focus on the future. It has no direct effect on salary and centres on development and improvement.

    What's the difference between a performance review and an appraisal?+

    A performance review is two-way and looks ahead; an appraisal is one-way and looks back. A performance review has no direct salary consequences; an appraisal can have them.

    Is a performance review required by law?+

    For most employers a performance review isn't required by law, but it is strongly advisable. A collective agreement or company policy can make it compulsory, and it matters for building a file when performance falls short.

    How do I prepare for a performance review?+

    List what has happened since last time: the results, the agreements and the points you want to raise. A manager gathers the job description, the results and feedback from colleagues; an employee notes their own wins, sticking points and wishes, and goes through the agenda beforehand.

    Which topics come up in a performance review?+

    Looking back at the past period, what went well and what could improve, the working relationship and the workload, development and wishes, and the agreements for the period ahead. Open questions work best here.

    What belongs in the report of a performance review?+

    The date, who took part in the conversation, who wrote the report, a short summary of what was discussed and the concrete agreements. A report isn't required by law, but it is sensible, and it belongs in the personnel file.

    Do I have to sign the report of my performance review, and what if I disagree with it?+

    That's your choice: you sign either to confirm you've read it or to agree with its contents. If you disagree, sign to confirm you've read it and send a short, reasoned written response as soon as possible. Your manager may not pressure you into signing to agree.

    How long may an employer keep a performance review report?+

    There is no fixed statutory retention period for performance review reports; the GDPR starting point is that you keep nothing longer than necessary. As a guideline in the Netherlands, general personnel records are kept for around two years after employment ends, but an employer may keep a report longer if it's needed to substantiate something.

    May I record a performance review, or have an app capture it?+

    In the Netherlands you may record a conversation you take part in yourself, but as soon as an app processes it into a report, personal data is involved and the GDPR rules apply. Tell the other participant beforehand, and use a processor with a data processing agreement.

    What does capturing a performance review with Notuly cost?+

    Starter is free: three conversations per month, no payment details needed. Pro costs €9.99 a month billed yearly; Team is €10.99 per licence per month, with one invoice. The current prices are further up this page.

    What's the privacy risk?+

    The recording is deleted within a minute of processing, stays within the EU (servers in Amsterdam) and is never used to train AI. There is no audio archive that could leak or be requested; all you keep is the written report.

    Does that keep us GDPR compliant?+

    The data processing agreement (GDPR Article 28) is available on Team and above. The legal basis for the processing, and informing your employees, remain your own organisation's responsibility.

    How do we roll this out consistently across several managers?+

    On a Team licence everyone works the same way with the same report structure, with team management and your own templates. One way of capturing means a file never depends on who led the conversation.

    You talk, Notuly writes the report.

    Put your phone on the table at your next performance review and see what's waiting in your inbox afterwards. Three conversations free, no payment details needed.