Use when QA data is being assembled for a formal employment process — a performance review, an improvement plan, a promotion case or an HR record — where the evidence standard and fairness controls are stricter than for coaching. Trigger for "document this agent's performance for HR", "build a perfo
Use when QA data is being assembled for a formal employment process — a performance review, an improvement plan, a promotion case or an HR record — where the evidence standard and fairness controls are stricter than for coaching. Trigger for "document this agent's performance for HR", "build a performance file", "prepare a six-month review", "evidence for a performance improvement plan", or compar