Forum Discussion
How are you handling performance review data across Teams, Outlook, and SharePoint?
We just wrapped up our mid-year review cycle and it was a mess. Managers had to go through old Teams chat messages to find feedback they gave or go through our sharepoint documents to see where everyones goals were. You think there is a way I can use copilot inside Microsoft Teams to somehow parse through all of this before reviews? I saw this app performance 365 or something like that in the app store but I dont think its an official Microsoft app. Any ideas?
2 Replies
Copilot can summarise a manager's own chats with someone over a period, but the grounding is semantic and recency weighted, so it misses things and never says so. Your real problem is capture, not search: feedback that only existed as a chat message was never recorded as feedback, and goals in Word docs are containers, not data. Check your Teams retention policy too, since some of it may already be deleted. Performance 365 is HR365 / Cubic Logics, not Microsoft, and deploys as SPFx into your tenant so the data sits in SharePoint lists you own; Zensai Perform365 is the other option. Building it is small: two SharePoint lists, a Power App as a Teams tab, Power Automate nudges, on a dedicated site with item level permissions | and ignore any advice pointing at Viva Goals, retired end of 2025.
At the end of the day copilot is just a very capable llm with agentic capabilities. Its never going to replace your performance management system. Not anytime soon. I think the real issue here is keeping performance reviews and feedback in sharepoint. There are some pretty capable performance management software that live inside Microsoft Teams that you can look into. Teamflect is the one we use and it has worked wonderfully for us. Literally a google search on performance review software for microsoft teams could save you a lot of time here. Copilot isnt the answer to everything! :)
