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Performance Management

The Performance Management module gives your organisation a structured way to measure, track, and improve how your employees are performing. From setting clear goals and running regular review cycles to rating individual indicators and recording feedback, everything you need to build a high-performing team is available in one easy-to-use system.

18.1 Performance Indicators​

  • Click “Create” to create a new performance indicator, which will open the Create Performance Indicator form. In this form, you need to enter the Name, Category, Measurement Unit, and set the Status. You may also add an optional Description and Target Value.
  • The Manage Performance Indicators page displays all indicators, showing Name, Category, Unit, Target Value, and Status. Use the Search bar or filter by Category, Status, and Measurement Unit to locate specific records. Click Apply to filter and Clear to reset.
  • Indicator statuses include: Active and Inactive. All records can be Viewed, Edited, and Deleted using the action icons.

18.2 Employee Goals​

  • Click “Create” to create a new employee goal, which will open the Create Employee Goal form. In this form, you need to enter the Employee, Goal Type, Title, Description, Start Date, End Date, and Target. You may also set the Progress (%) and Status, which defaults to Not Started.
  • The Manage Employee Goals page displays all goals, showing Title, Employee, Goal Type, Target, Progress (with a visual progress bar and percentage), Start Date, End Date, and Status. Use the Search bar or filter by Employee, Goal Type, and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Goal statuses include: Not Started, In Progress, Completed, and Overdue. All records can be Viewed, Edited, and Deleted using the action icons.

18.3 Review Cycles​

  • Click “Create” to create a new review cycle, which will open the Create Review Cycle form. In this form, you need to enter the Name, Frequency, and Status. You may also add an optional Description.
  • The Manage Review Cycles page displays all review cycles, showing Name, Frequency, Description, Status, and Created date. Use the Search bar or filter by Frequency and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Review cycle statuses include: Active and Inactive. All records can be Viewed, Edited, and Deleted using the action icons.

18.4 Employee Reviews​

  • Click “Create” to create a new employee review, which will open the Create Employee Review form. In this form, you need to enter the Employee, Reviewer, Review Cycle, Review Date, and Status.
  • The Manage Employee Reviews page displays all reviews, showing Employee, Reviewer, Review Cycle, Review Date, Rating, and Status. Use the Search bar or filter by Reviewer, Review Cycle, and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Review statuses include: Pending, In Progress, and Completed. For Pending reviews, click the Conduct Review action (play icon) to open the Conduct Performance Review page.
  • This page displays the Review Information (Employee, Reviewer, and Review Cycle) at the top, followed by Performance Ratings organized by indicator categories such as Work Quality & Accuracy, Productivity & Efficiency, Team Collaboration, and more. Each indicator can be rated using a 5-star rating scale.
  • At the bottom, you can enter Pros and Cons using the rich text editor, then click Submit Review to complete the review. All records can be Viewed, Edited, and Deleted using the action icons.

18.5 Performance System setup​

The Performance System Setup section allows administrators to configure the foundational data used in the Performance module. It includes two sections accessible from the left-side navigation panel: Indicator Categories and Goal Types.

  • Indicator Categories — Displays all indicator categories with their Name, Description, and Status. Click “Create” to open the Create Indicator Category form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.
  • Goal Types — Displays all goal types with their Name, Description, and Status. Click “Create” to open the Create Goal Type form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.