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How to Set up a Performance Management Cycle
How to Set up a Performance Management Cycle

This article describes the steps to set up the Performance Management Cycle for your company.

Manisha Chincholia avatar
Written by Manisha Chincholia
Updated over a week ago

Set up Performance Management cycle

As an admin, you can set up the performance cycle for the company in 6 easy steps

Step 1: Create a Performance Management Cycle

Go to Configuration > Performance Management > Create New Cycle

Step 2: Cycle Details

Set the Performance Cycle start date and duration & add employees to the cycle

  • Set a Name for the cycle

  • Set the start date of the Performance cycle & duration of the cycle (3 months,6 months, or 1 year)

  • Click on Manage list to select the employees to be included/excluded from the cycle.

    • To select an employee, click on the double arrow or click on the employee's name.

    • To remove the selection, click on the 'X' icon against the employee name.

    • Once the selection is final, Click on Done

  • Now that the Start date, Duration & employees have been assigned click on 'Continue'

Step 3: Goal Setting

Set up permissions for who can set goals

  • HR - Permission to set goals for the employees is given to HR by default

  • Line Managers - you can click and check the box to enable and allow Line Managers to be able to add goals for their direct subordinates

  • Employees - you can click and check the box to enable and allow the employees themselves to be able to add their own goals.

  • Click on Continue once enabled the necessary permission.

Step 4: Performance Review

Set up the Review type and who can Calibrate the reviews.

  • Select review types for this cycle - Set up Review permissions

    • Self-Review: Employees will be able to submit a review of their own performance if enabled.

    • Line manager to employee: Line manager review their employees on the goals assigned to them is enabled by default.

  • Select who can calibrate reviews - Set up calibration permissions

    • HR - HR can calibrate goal rating for all employees by Default.

    • Line Manager: Line managers can calibrate goal ratings for employees that report to them if enabled.

  • Click on Continue once enabled the necessary permission.

Step 5: Timeline

Set up timelines for activities within the cycle

  • Goal Setting:

    • A period where goals can be created and assigned based on the permissions set.

    • Select the start and end date for the goal-setting period

    • Employees will be unable to add new goals after this period.

  • Goal Approval:

    • A period where line managers/HR can review the goals added & approve them.

    • Select the start and end date for the goal approval period

    • The goal approval start date can be only after the end date for goal creation.

    • Once approved the goals will be locked.

  • Tracking:

    • During this phase, employees can update their goal progress on the platform.

    • Through comments, they can request and receive feedback from their manager.

  • Self Review:

    • A period wherein employees can take their self-review.

    • Select the start and end date for the Self Review period

    • The Self Review start date can be only after the end date for goal approval.

    • Self-review will be locked after this period ends.

  • Line Manager to employee Review:

    • A period wherein Line managers can complete employee reviews.

    • Select the start and end date for the 'Line Manager to employee Review' period.

    • The Self Review start date can be only after the end date for goal approval.

  • Calibration and report sharing: Once reviews are complete HR can calibrate ratings and enable line managers to share performance reports

  • Click on Continue once timelines are set up.

Step 6: Summary

Once everything is set up, view the summary and click on Create cycle

Note: Cycle dates cannot overlap (Only one performance cycle can run at a time)

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