Performance & growth

Manage goals and performance reviews

Admin/HR and Managers: set up goal cycles and review cycles. Employees: draft goals and complete assigned self-assessments.

What this does

Goals and Appraisals support goal cycles, review cycles, employee self-assessments, and manager feedback.

Steps

  1. Admin/HR or Manager: Open Goals to review goal cycles and use the available controls to manage a cycle. Employees can draft goals from Goals.
  2. Admin/HR: Open Appraisals to review cycles, questionnaires, and the manager review inbox.
  3. Employee: Open Appraisals or Performance to complete an assigned self-assessment or review available feedback.
  4. Manager: Open the assigned review and provide feedback using the actions displayed for that review.

Result

Goal cycles and review cycles are distinct. The page shows available status and actions; a salary outcome is managed through the salary workflow.

Related/Next guide: Manage training and course progress.