Performance
Overview
The Performance module provides tools for evaluating and improving employee performance. It includes appraisals (1-1 and 360-degree reviews), OKRs (Objectives and Key Results), KPIs, a reusable question bank, appraisal templates, and configurable settings.
Accessing Performance
Navigate to HR > Performance in the sidebar. The Performance dropdown contains:
- Appraisals
- OKRs
- Settings
Appraisals
Overview
Appraisals are structured performance review processes. ABBPay supports two types:
| Type | Description |
|---|---|
| 1-1 Review | One-to-one performance review between manager and employee |
| 360 Review | Multi-participant feedback review from peers, managers, and reports |
Accessing Appraisals
Navigate to HR > Performance > Appraisals. Toggle between types using the tabs.
Creating an Appraisal
- Click Create Appraisal.
- Fill in the appraisal form:
| Field | Required | Description |
|---|---|---|
| Employee | Yes | The employee being reviewed |
| Reviewer | Yes | The person conducting the review |
| Reviewer Type | Yes | Employee or external |
| Appraisal Type | Yes | 1-1 review or 360 review |
| Due Date | Yes | Deadline for completing the review |
| Department | No | Department filter |
| Participant Employee IDs | 360 only | Additional participants for 360 reviews |
- Save the appraisal.
Appraisal Workflow
Create Appraisal
↓
Add Questions (from template or question bank)
↓
Send to Participants
↓
Participants Complete Review
↓
Manager Reviews Results
↓
Appraisal Completed
Appraisal Actions
| Action | Description |
|---|---|
| View | See appraisal overview |
| Edit | Modify appraisal details |
| Questions | Manage appraisal questions |
| Review | Complete the review process |
| Results | View completed results |
Adding Questions to an Appraisal
Questions can be added from:
- Question Bank -- Reusable questions from the company question library
- Appraisal Templates -- Pre-configured sets of questions
- Custom -- Create new questions directly
Question Types
| Answer Type | Description |
|---|---|
| Multiple Choice | Select from predefined options |
| Text | Free-form text response |
| Rating | Numeric or star rating |
| Yes/No | Boolean response |
OKRs (Objectives and Key Results)
Overview
OKRs enable goal-setting and tracking at company, department, and personal levels.
Accessing OKRs
Navigate to HR > Performance > OKRs or HR > OKRs.
OKR Views
| Tab | Description |
|---|---|
| Employees | View OKRs by employee |
| Company | Company-level objectives |
| Department | Department-level objectives |
| Personal | Personal/individual objectives |
Creating an OKR
- Click Create OKR or go to the OKR creation page.
- Complete the multi-step form:
Step 1 -- Goal Details:
| Field | Description |
|---|---|
| Goal Type | Company, Department, or Personal |
| Goal Name | Title of the objective |
| Description | Detailed description |
| Linked Goal | Parent goal to link to (optional) |
| Review Date | Target date for review |
| Is Repeating | Whether the goal repeats |
| Repeat Frequency | How often (if repeating) |
| Visibility | Public or private |
Step 2 -- Team & Ownership:
| Field | Description |
|---|---|
| Team | Associated team/department |
| Owner | Goal owner |
| Collaborators | Additional contributors |
Step 3 -- Key Results & Initiatives:
| Field | Description |
|---|---|
| Key Results | Measurable outcomes with optional target ranges |
| Initiatives | Action items to achieve the objective |
| Target Start/End | Target range values |
| Target Unit | Unit of measurement |
Filtering OKRs
| Filter | Description |
|---|---|
| Quarter | Q1, Q2, Q3, or Q4 |
| Year | Calendar year |
| Status | Filter by goal status |
OKR Detail Page
Open a specific OKR to see:
- Goal progress
- Key results with completion percentages
- Initiatives and action items
- Collaborators
KPIs (Key Performance Indicators)
KPIs are tracked at the individual employee level. View an employee's KPIs from their profile at HR > Employees > [Employee] > KPIs.
Question Bank
Navigate to HR > Question Bank.
The question bank is a centralised library of reusable questions for appraisals.
Managing Questions
| Action | Description |
|---|---|
| Create Question | Add a new question to the library |
| Edit Question | Modify an existing question |
| Delete Question | Remove a question |
| Use in Appraisal | Select questions when creating appraisals |
Appraisal Templates
Navigate to HR > Appraisal Templates.
Templates are pre-configured sets of questions that can be applied to appraisals for consistency.
Managing Templates
| Action | Description |
|---|---|
| Create Template | Build a new template with selected questions |
| Edit Template | Modify template questions and settings |
| Delete Template | Remove a template |
| Apply to Appraisal | Use when creating a new appraisal |
Performance Settings
Navigate to HR > Performance > Settings.
Settings Tabs
| Tab | Description |
|---|---|
| General Settings | Global performance configuration |
| Templates | Manage appraisal templates |
| Questions | Manage the question bank |