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latestOpenAPI 3.1.02026-07-26549156879.0 KB
Performance > Agreement

Bulk initiates an Agreement

Initiate the action plan for all your direct reports in a review process. If you are acting as a company, the action plan from all employees in the review process will be initiated.

post/api/2026-07-01/resources/performance/agreements/bulk_initiate

Request body

process_idstring required

Review process ID

Example request

{
  "process_id": "1"
}

Response

OK

idstring required

Action plan ID

process_idstring required

Review process ID

target_idstring required

Review process target ID

signer_idstring

Manager access ID who signed the action plan

reviewer_idstring

Manager employee ID

manager_signed_atstring

Date when the manager signed the action plan

target_signed_atstring

Date when the employee signed the action plan

agreement_signed_atstring

Date when the action plan was last signed

last_modified_atstring

Date when the action plan was last modified

status'pending' | 'signed' required

Action plan status

lockedboolean required

When the action plan cannot be edited anymore. Locked when both manager and employee signed it.

conclusionsobject

Conclusions of the action plan

self_evaluation_idstring

Self review evaluation ID

manager_evaluation_idstring

Manager review evaluation ID

Example response

[
  {
    "id": "1",
    "process_id": "1",
    "target_id": "1-3",
    "signer_id": "5",
    "reviewer_id": "3",
    "manager_signed_at": "2024-01-01T00:00:00Z",
    "target_signed_at": "2024-01-01T00:00:00Z",
    "agreement_signed_at": "2024-01-01T00:00:00Z",
    "last_modified_at": "2024-01-01T00:00:00Z",
    "status": "signed",
    "locked": true,
    "conclusions": {
      "text": "The employee is doing well.",
      "last_updated_at": "2024-01-01T00:00:00Z"
    },
    "self_evaluation_id": "1",
    "manager_evaluation_id": "2",
    "self_comments": [
      {
        "question_uuid": "z69c9b4d-0aa6-4ada-89d5-5fdcb04c1327",
        "author_access_id": 8,
        "text": "I am a team player.",
        "updated_at": "2024-01-01T00:00:00Z"
      }
    ],
    "manager_comments": [
      {
        "question_uuid": "a347a2fd-1a0a-4eee-b6c8-f74be63624fb",
        "author_access_id": 5,
        "text": "The employee is doing well.",
        "updated_at": "2024-01-01T00:00:00Z"
      }
    ]
  }
]