Merit report
When performance review season arrives, Mora can generate a merit report — a structured AI narrative that synthesizes everything in a direct report’s history into a coherent picture of their contributions and growth.
What a merit report contains
A merit report is organized into four sections:
- Strengths — patterns of consistently strong performance and positive behaviors observed across meetings
- Growth areas — skills, habits, or areas where development was discussed or observed
- Accomplishments — specific achievements, milestones, and contributions that surfaced in your notes and action items
- Suggested rating rationale — a narrative paragraph you can use as a starting point for written review comments
The report is designed to be a draft, not a finished document. It gives you a structured head start that you refine — not a replacement for your judgment.
Generating a merit report
From a direct report’s profile, go to the Review tools tab and select Merit report. Choose the date range you want the report to cover (typically the review period, e.g., the past six months or the past year) and click Generate.
Mora’s AI processes all meeting summaries, notes, goal progress, action item completion history, and the relationship profile within that date range. Generation takes a few seconds to a minute depending on the volume of data.
Using the output
The merit report appears on screen and can be printed or copied. Use it to:
- Validate your own impressions against the pattern the AI identified
- Find specific examples from your notes that support each point
- Draft the narrative sections of a formal performance review
- Prepare talking points for a review conversation
What makes the report better
The quality of the merit report depends directly on the quality of your notes. Managers who write detailed notes — capturing what was said, what was decided, and what growth they observed — get significantly more useful merit reports than those who write only brief bullet points.
Action item tracking also matters: a history of commitments made and completed (or not) tells a meaningful story about reliability and follow-through.