Performance Management

The Performance Management module enables structured, fair, and data-driven employee appraisals. It supports configurable review cycles where employees complete self-assessments, managers provide ratings, and HR finalises scores. The module includes comprehensive reporting on rating distributions and cycle summaries.

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Overview

Navigate to HR Panel → Performance or /performance. The module consists of:

Section	URL	Description
Appraisal Cycles	/performance/cycles	Define review periods
Rating Forms	/performance/ratings	Individual employee assessments
Reports	/performance/reports	Analytics and distribution charts

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Appraisal Cycles

An appraisal cycle defines a period during which employees are reviewed. You can run multiple cycles per year (e.g., mid-year and year-end) or a single annual review.

Creating an Appraisal Cycle

1. Navigate to Performance → Appraisal Cycles
2. Click New Cycle
3. Fill in:

Field	Required	Description
Cycle Name	Yes	e.g., Q2 2026 Review, Annual Appraisal 2026
Start Date	Yes	When the appraisal period begins (e.g., first day of Q2)
End Date	Yes	When the appraisal period ends
Review Deadline	Yes	Deadline for all assessments to be submitted
Department	No	Leave blank for company-wide; select for department-specific cycles
Status	Auto	Draft → Active → Completed
Description	No	Notes about the focus areas of this cycle

4. Click Save

Cycle Status Flow

Draft → Active → Completed

• Draft — Cycle is being set up; no assessments visible to employees yet
• Active — Self-assessments and manager reviews are open
• Completed — Ratings finalised; cycle is locked and read-only

To move a cycle from Draft to Active, click Activate Cycle. This makes the assessment forms visible to all employees in scope.

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Assessment Forms

When a cycle is Active, every in-scope employee has a rating form generated for them.

Form Structure

Each rating form contains the following sections:

Section	Completed By	Description
Self-Assessment	Employee	Employee rates themselves across all criteria
Manager Review	Reporting Manager	Manager rates the employee
Final Score	HR / Admin	Weighted composite score calculated by the system

Rating Criteria

Default rating criteria (configurable per cycle):

Criterion	Description
Work Quality	Accuracy and thoroughness of work output
Productivity	Volume and efficiency of work completed
Communication	Verbal and written communication skills
Teamwork	Collaboration with colleagues
Problem Solving	Ability to identify and resolve issues
Leadership	(Manager-level employees) Team management effectiveness
Goal Achievement	Progress against goals set in the previous cycle

Scoring Scale

Each criterion is scored on a 1–5 scale:

Score	Label
5	Outstanding
4	Excellent
3	Good
2	Average
1	Poor

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Self-Assessment Process

Employee Steps

1. Log in and navigate to My Performance
2. The active cycle assessment form is displayed
3. Rate yourself on each criterion (1–5)
4. Add comments for each criterion (optional but encouraged)
5. Write an overall self-summary in the text box
6. Click Submit Self-Assessment

Once submitted, the self-assessment is locked and the manager is notified to complete their review.

TIP

Employees can save their progress as a draft before final submission. Use the Save Draft button to preserve ratings without locking the form.

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Manager Review Process

Manager Steps

1. Navigate to Performance → My Team Reviews
2. Click on an employee's pending review
3. The form shows the employee's self-assessment scores for reference
4. Enter your own rating (1–5) for each criterion
5. Add comments explaining your rating
6. Write an overall manager summary
7. Click Submit Manager Review

Calibration

Managers can see all their direct reports' self-scores before entering their own ratings. This helps with calibration across the team. However, manager scores are independent — the manager's score is not locked to match the employee's self-score.

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Final Score Calculation

Once both self-assessment and manager review are submitted, the system calculates the final weighted score:

Final Score = (Self Score × 0.4) + (Manager Score × 0.6)

Configurable Weights

The weighting can be adjusted in Settings → Performance. Default is 40% employee / 60% manager.

Rating Labels

Score Range	Label	Description
4.5 – 5.0	Outstanding	Consistently exceeds all expectations
3.5 – 4.4	Excellent	Regularly exceeds expectations
2.5 – 3.4	Good	Meets expectations
1.5 – 2.4	Average	Partially meets expectations
1.0 – 1.4	Poor	Does not meet expectations

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Finalising Ratings

After all reviews in a cycle are submitted, HR or Admin finalises the cycle.

1. Navigate to Performance → Appraisal Cycles
2. Click the active cycle
3. Review the summary table: pending count, submitted count, average scores
4. For any employees where both assessments are not yet submitted, you can:
   • Send a reminder email
   • Manually mark the form as complete (with a note)
5. Click Finalise Cycle
6. Confirm in the dialog
7. Cycle status changes to Completed

Once finalised:

• All forms are locked and read-only
• Scores are recorded in the employee's performance history
• Performance reports are updated with the cycle data

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Performance Reports

Navigate to Reports → Performance to access:

Rating Distribution Chart

A bar or pie chart showing how many employees received each rating label:

• Outstanding
• Excellent
• Good
• Average
• Poor

Useful for identifying whether performance is normally distributed or skewed.

Cycle Summary Table

For each completed cycle:

Column	Description
Cycle Name	Name and period
Total Assessed	Number of employees included
Average Score	Mean final score
Highest Score	Top performer score
Lowest Score	Lowest score in cycle
Outstanding Count	Employees with Outstanding rating
Poor Count	Employees with Poor rating

Department Comparison

Compare average scores across departments in the same cycle. Useful for identifying high-performing and under-performing teams.

Individual History

View any employee's performance history across all cycles: their self-scores, manager scores, and final ratings with trend lines.