AI Boosted Job Performance Reviews
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AI Boosted Job Performance Reviews

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Performance Reviews, Simplified

Employ Coda.io and the AI Assistant to enhance the depth and clarity of employee job performance reviews and recommendation letters, while conveniently organizing them by employee for easy retrieval and analysis.
This doc was inspired by the need for an efficient tool to aid small businesses like ours in these important tasks. It addresses my challenges in crafting meaningful and impactful job performance reviews and letters of recommendation for our small business staff.
With Coda AI as my assistant, I improve my efficiency, produce higher-quality reviews, and save valuable time.
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This doc uses the Coda AI Assistant💫 to write
Job title summaries in the
Job Titles
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table
Job performance review details in the
Performance Review Template
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Letters of Recommendation
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A heartfelt thanks to Coda AI 💫 for helping me work smarter!
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📹 Instructional Video

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Get Started

Set-up

Modify the Job Titles and Performance Levels Tables ⤵️
Edit the
Performance Review Template
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Add and Write a New Review and Letter of Recommendation

Go to the
Job Performance Review Hub
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and follow the instructions to add a new review.
Enter the template variables and use AI to assist with writing the review.
For a
Letters of Recommendation
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, enter the variables and use AI to assist with writing the letter.

Tips:

Consider adding a notify button or the Slack or Gmail pack to send the documents to stakeholders.
if you don’t like the first result returned from the AI, refresh the AI blocks and edit your favorite result.
Consider adding job performance observations to the template throughout the year, thus ensuring that a more accurate and complete final product.

Doc Pages:

Performance Review Hub
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Letter of Recommendation
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Performance Review Template
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Add & Organize Reviews Write Letters that Reference Reviews Add | Modify for New Reviews
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My Company Data:

Job Titles
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Job Title
Job Title Summary 💫
Job Description
Back Office Coordinator
The Back Office Coordinator will coordinate patient referrals, manage procedure preparation, ensure proper documentation, and handle administrative tasks.
Open
Medical Assistant
The Medical Assistant is responsible for rooming patients, preparing charts, following up with patients, managing supplies, and completing administrative tasks.
Open
Front Office Coordinator
The Front Office Coordinator and Surgery Specialist is responsible for managing various administrative tasks and coordinating the operations of the front office.
Open
Front Office Specialist
This job requires a front office specialist to manage patient check-ins, handle billing and insurance information, answer calls and schedule appointments.
Open
There are no rows in this table
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Performance Levels
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Description
Rating
Exemplary
5
Distinguished
4
Competent
3
Marginal
2
Unacceptable
1
There are no rows in this table
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Clear Performance Levels
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Clear Job Titles
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My secret weapon

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My Writing Assistant
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helped me produce copy for this doc... but don’t tell anyone! 🤫
Consider converting a hidden page like
My Writing Assistant
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into a template. Add it to other docs and use it to create Draft AI content, thus, spending less time on the ChatGPT interface.
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