Performance

Goal

Run performance reviews and goals for employees.

Who it is for

Managers and HR (performance.view / .manage), admins (performance.admin).

Preconditions

• Module performance enabled; employees exist.
• Review types and rating scales configured in Performance setup.

Steps

1. Open HR & Time → Performance.
2. Create a review for an employee/period; move status through draft → active → completed (and related statuses offered in UI).
3. Capture ratings using the configured scale.
4. Maintain goals (target, progress, period) linked to the employee.
5. Admins configure review types and rating scales under Performance setup.

Result

Completed reviews and goals are stored on the employee performance record for manager follow-up.

Related

• Learning
• Employees
• Lifecycle Tasks