Feature overview
Capabilities
Business
The full WorkStory experience for growing teams.
$10 / user / month
Book a demoEnterprise
Advanced flexibility for larger or more complex organizations.
Custom
Book a demo01Performance reviews
Automated performance review cycles
Schedule, launch, collect, and finalize reviews without chasing forms.
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Manager, self, and peer reviews
Run manager-only, self-only, manager + self, or full peer review cycles.
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Role-based review relationships
Define who reviews whom, for which role, and how often.
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Custom questions and reusable templates
Build review content around your roles, categories, and competencies.
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Flexible rating and response formats
Use 1–5, 1–10, custom labels, or free-text questions.
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Automated reminders and collection
Keep every review moving with scheduled, event-driven prompts.
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Fixed-in-time review records
Preserve a consistent snapshot of the feedback included in each cycle.
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Performance review exports
Share complete review records with employees and leaders.
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Tailored review stages and approval flow
Adapt how reviews move from self and peer input through manager review and release.
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Enterprise option
Custom competency logic by review stage
Control which competencies, ratings, and comments appear at each stage.
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Enterprise option
02Continuous feedback
Scheduled recurring feedback
Capture useful input throughout the year—not just at review time.
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Give or request feedback anytime
Send an ad-hoc prompt or recognize a meaningful work moment.
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Custom labels and prompts
Match feedback language and guidance to the way your organization works.
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Visibility-controlled feedback
Control whether feedback is shared, restricted, or kept private.
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Feedback participation tracking
See completion rates and identify where follow-through needs attention.
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Sentiment analysis
Surface the tone and context within written feedback.
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Custom feedback routing and cadence rules
Adapt who receives prompts, when they receive them, and how feedback is collected.
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Pulse and engagement surveys
Create custom surveys for engagement, leadership, workplace needs, or any question your team needs answered.
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Anonymous or attributed responses
Invite honest input anonymously or keep responses attributed when added context and follow-up matter.
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Multiple-choice and free-response questions
Mix structured answers with open-ended input to gather the right level of detail for each survey.
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Real-time engagement trends
Analyze responses as they arrive to spot shifts in sentiment, morale, leadership feedback, and team needs.
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Group-specific feedback visibility policies
Apply specialized feedback access rules to different employee populations.
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Enterprise option
03AI and insights
AI-assisted performance summaries
Turn accumulated feedback into a clear starting point for reviews and coaching.
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AI writing suggestions
Help reviewers make feedback more useful and actionable as they write.
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Live employee dashboards
See current scores, feedback, participation, and performance history.
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Highlights and historical reviews
Bring recent wins and longer-term patterns into every conversation.
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Category and score trends
Understand strengths and development needs by person or competency.
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Organization-wide advanced reporting
See patterns, blind spots, and development opportunities across teams.
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Custom executive reporting views
Shape leadership outputs around the metrics, audiences, and decisions that matter most.
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Enterprise option
Configurable AI controls by workflow or group
Enable, limit, or disable AI assistance for specific processes and employee populations.
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Enterprise option
04Goals and development
Live goal tracking
Track status, progress, ownership, and timestamped updates.
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Nested goals and subgoals
Connect individual work to team and organization priorities.
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Private and restricted goals
Use visibility controls for sensitive development plans.
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Automated goal check-ins
Prompt owners for updates at the right cadence.
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Goals inside performance reviews
Bring progress evidence into the review conversation.
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Role and competency framework
Measure performance against the expectations that matter for each role.
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Custom goal visibility and navigation rules
Adapt goal access and dashboard visibility for specific employee groups.
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Enterprise option
Custom competency display and scoring behavior
Control how competencies appear and are evaluated across review stages.
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Enterprise option
05Integrations
Feedback in Slack, Teams, Webex, and email
Collect feedback and deliver prompts in the channels employees already use.
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Standard team import
Bring users and review structures into WorkStory from csv reports.
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Custom identity, data, and workflow integrations
Extend WorkStory into enterprise systems beyond the standard integration suite.
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Enterprise option
Enterprise integration planning and rollout
Coordinate authentication, channel setup, testing, and adoption across a complex organization.
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Enterprise option
06Administration and security
Basic, Manager, and Admin access levels
Give each person the tools and data appropriate to their role.
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Hierarchy-based permissions
Keep review, feedback, goal, and dashboard access aligned to reporting lines.
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Flexible account statuses
Support active, passive, inactive, and unassigned team members.
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Bulk user and organization setup
Configure teams, roles, questions, and review relationships efficiently.
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OIDC single sign-on
Support secure enterprise access, including Okta Identity Engine.
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Tailored access and navigation rules
Adapt what different employee groups can see and do.
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Enterprise option
Complex hierarchy configuration
Support matrixed reporting relationships and specialized management access.
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Enterprise option
Custom employee experience by user group
Show or hide dashboard areas, tools, and actions for defined populations.
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Enterprise option
07Customization and service
Guided setup and administrator training
Launch with hands-on help configuring your first review process.
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Dedicated account management
Get responsive support from a team that knows your organization.
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Custom in-product terminology and white labeling
Adapt interface copy, instructions, and labels beyond standard configuration.
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Enterprise option
Custom export and report layouts
Adapt review outputs to leadership, compliance, or archive needs.
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Enterprise option
Enterprise implementation planning
Coordinate rollout, configuration, and change management for complex teams.
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Ongoing enterprise configuration support
Evolve specialized workflows and controls as the organization changes.
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08WorkStory MCP
Connect WorkStory to MCP-compatible AI tools
Bring WorkStory performance context into ChatGPT, Claude, and other compatible AI workspaces.
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Conversational performance data analysis
Ask questions across feedback history, review cycles, scores, comments, submissions, and account details.
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Permission-aware, WorkStory-grounded answers
Keep every response tied to the authenticated user’s company and existing WorkStory access rules.
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AI-ready plans, presentations, and coaching materials
Use WorkStory findings with connected AI workspace tools to create practical deliverables and next steps.
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Tailored MCP rollout and workflow design
Identify high-value use cases, configure access, and guide adoption across complex organizations.
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