Performance
Overview
The Performance module allows employees to track their goals, view appraisals, and read feedback from reviewers. It is accessed via the Performance dropdown in the sidebar and requires an active HR subscription.
Sub-Sections
| Section | Description |
|---|---|
| Goals | Track OKRs and performance goals by quarter |
| Appraisals | View and complete assigned performance appraisals |
| Feedback | Read feedback from managers and reviewers |
Goals
Accessing Goals
Navigate to Performance > Goals in the sidebar.
Stats Cards
| Metric | Description |
|---|---|
| Total Goals | All goals assigned to you |
| Active Goals | Goals currently in progress |
| Completed | Goals marked as completed |
| On Track | Goals with an "on track" progress status |
Filtering Goals
| Filter | Options |
|---|---|
| Search | Free-text search by goal name or description |
| Quarter | Q1, Q2, Q3, Q4 |
| Year | Current year +/- 2 years |
| Status | Not Started, Active, Completed, Archived |
Goal Cards
Each goal card displays:
| Field | Description |
|---|---|
| Name | Goal title |
| Description | Goal description |
| Status | Current status badge |
| Progress | Visual progress bar with percentage |
| Key Results | Number of key results linked to the goal |
| Date Range | Start and end dates |
| Days Remaining | Countdown or overdue indicator |
| Department | Associated department (if any) |
Goals are filtered by the selected quarter/year, showing goals whose date range overlaps with the selected period.
Appraisals
Accessing Appraisals
Navigate to Performance > Appraisal in the sidebar.
Stats Cards
| Metric | Description |
|---|---|
| Total Appraisals | All appraisals assigned to you |
| Pending | Awaiting action |
| In Progress | Currently being completed |
| Completed | Finished appraisals |
Filtering Appraisals
| Filter | Options |
|---|---|
| Status | Draft, Pending, In Progress, Appraisal Due, Completed, Overdue |
| Type | 1-1 Review, 360 Review |
Appraisal List
Each appraisal card shows:
| Field | Description |
|---|---|
| Type | Appraisal type (e.g., 1-1 Review, 360 Review) |
| Status | Colour-coded status badge |
| Reviewer | Name of the assigned reviewer |
| Due Date | When the appraisal is due |
| Questions | Number of questions in the appraisal |
| Created Date | When the appraisal was created |
Completing an Appraisal
For appraisals with status In Progress or Appraisal Due, a Complete Appraisal link navigates to the appraisal completion form where the employee can answer questions and submit their self-assessment.
Feedback
Accessing Feedback
Navigate to Performance > Feedback in the sidebar.
Stats Cards
| Metric | Description |
|---|---|
| Total Feedback | All feedback items received |
| Recent (30 days) | Feedback received in the last 30 days |
Feedback List
Each feedback entry shows:
| Field | Description |
|---|---|
| Appraisal Type | The associated appraisal (if any) |
| Reviewer | Name of the person who gave the feedback |
| Date | When the feedback was submitted |
| Comments | The feedback content displayed in a highlighted block |
Feedback entries are paginated and sorted by most recent first.