Skip to main content

Performance Management Product Setup and Configuration

Lesson duration

About 15 minutes


What you will learn

Performance Management Product Setup and Configuration

Four stages of preparation are required before using the Performance Management module.
  1. Create a group of people who should have access to the Performance Management product (e.g., people who should have performance contracts)
  2. Set up the product/module
  3. Load and/or configure master data
  4. Amend system terminology and messages (Optional)


Create people groups

The management of performance does not always apply to all employees in a company. Use the following steps to define your target audience.  In the following section you will be required to link the target audience to a performance year.

  • From the System Settings menu, select People Groups.


  • Click +NEW PEOPLE GROUP to add a new People Group. Name it appropriately.


  • Activate the group when ready - probably only after adding all relevant people.





Product set up

Setting up the Performance Management product consists of the following steps.

  1. Activating the Performance Management product

  2. Doing the product's setup:
    • The Review Setup - HOW a performance contract will function in terms of periods, sections, etc.
    • The Review Years Setup - How a review will function in a SPECIFIC performance year.

Activate the Product

  • Open Product Setup from the System Settings menu.


  • Click Performance Management's Product Setup option.
Review Setup
In this section, we describe how a typical performance contract will function.


  • Click +REVIEW SETUP.
  • Populate the Details screen.


See below for the field definitions.

Name   The review setup's name is be used for all subsequent settings. Choose a descriptive name e.g., Salaried Employees in Grades 10 and Up.

Dual Approval




The manager can create and approve the contract, and do the rating of objectives without the participation of the employee.



The manager can create an employee's contract, but submission and rating of the objectives require the participation of the employee. 

Allow a manager to override who will approve and rate


and Dual Approval = ON

Managers and employees must participate in performance contracting.



and Dual Approval = ON

When a manager creates a new performance contract for an employee, the manager will have the opportunity to cancel the employee's participation, i.e., the manager can create, approve, and rate objectives without the participation of the employee.

Allow managers and employees to edit review survey scores


Managers and employees can type in the employee's survey score, if a review survey is part of the review setup.



Only the manager can type in the employee's survey score, if a review survey is part of the review setup.



Further clarification of the name of the review setup.

Allow Perspectives


The KPA and Stretch Targets sections will allow the direct adding of KPAs and KPIs, without the need for a perspective grouping level.



The KPA and Stretch Targets sections will require a perspective level to be added before allowing KPAs and KPIs to be loaded.

The next review period can only start when the previous one has been completed


An employee can work on all review periods at once. Not recommended.



An implicit control mechanism with which to ensure that one review period is completed (submitted, rated, and approved) before the next can be opened.

This control is in addition to the Review Years - Review Periods in which individual dates for each review period phase (e.g., Setting of Objectives, Rating, etc.) are stipulated.

Self-ratings and manager's personal ratings should be submitted before the final rating can be completed


The manager only needs to load the review period's final objective ratings before approving the review period.



The employee must complete their objective self-rating and the manager must complete their own rating of the employee's objectives before the manager can load and approve the final objective ratings.

  • Navigate to Review Items.
  • Click +REVIEW PERIOD to load review items as needed


Each review period added implies a period for which objectives can be loaded across the sections Key Performance Areas (mandatory), Stretch Targets (optional), Values & Behaviours (optional), Leadership Behaviours (optional) and Key Competency (optional).

Each review survey added implies a separate score (for whatever was measured) in addition to the performance agreement's review periods.

Ensure you create all the review periods and review survey (if applicable) BEFORE linking to the Review Years. All periods added after linking will not show on the performance dashboards and may cause those contracts to be re-created.

  • Navigate to Sections.  
  • Configure the sections using the guidelines below.
  • Click SAVE when done.


Most sections require one or more of the following decisions:

Active or not

Relative weight percentage

Can an employee/manager change the section weight while contracting?

Description of the rating scale to be used when scoring the objectives in this section

Rating scale for the section if check-ins are allowed on its objectives.

  • Navigate to Templates. 
  • Click +NEW TEMPLATE to load performance agreement templates from which employees and managers can choose when creating their contracts.


For each template created, ensure the following is in place:

Template created with a descriptive name e.g., Engineering - Financial Clerk - Salaried - Gr10. The more templates you create and the smaller their differences the more descriptive their names should be.

The template is published (made visible to employees) when ready.

Stipulate if the company's default section weights are used, or if the weights assigned to sections in the template get precedence.

Sections contain appropriately described objectives.




Review Years

In this section, we will see how a general performance review (created above) will function in a specific performance year.

  • Click the Review Years tab.
  • Click +REVIEW YEAR to add a new performance/review year.


  • Provide the basic details for the new performance year under the Details tab.



See below for the field descriptions.


A descriptive name for the performance year or performance cycle.

Examples are:

  • 2022
  • 2022 - Academic Staff
  • 2022 - Support Staff

Max Performance Rating


  Although an extended rating scale can be created for each section, this setting determines the maximum value a rating scale will have in this performance year.

Start Date

End Date

  The range of the performance year.



This performance year is temporarily (e.g., to do system maintenance) or permanently (e.g., once the performance year has been closed out) locked.

Users are not able to create new contracts or work on existing contracts.


OFF This performance year is available for existing and new contracts.


ON This performance year is available when employees created new contracts.



This performance year is not active.

Users are not able to create new contracts or work on existing contracts.



Define the Review Periods and Phases for the Performance Year

  • With the review setup (e.g., containing the agreement sections) now linked to a performance year, give the details of each review period's phases in the context of the current performance year.


For each review period and its phases, pay attention to the following:

The review period's date range e.g., if it is an annual, bi-annual, or quarterly contract.

The dates of each phase in a review period. These dates will determine when a phase becomes available to employees.

For each review period, if its Check-in phase is active or not.

Don't forget about the Value Survey dates.

Click UPDATE PERIOD WEIGHTS at the bottom of the screen to stipulate the relative importance of the review periods and value survey.






Master data

Master data comprises all company-specific information contained in dropdowns, lookups, and customer-specific messages.

  • Open the system's Master Data.


  • Locate and click SectionItems under the Performance Management Primary Product column.


  • Add all required library items e.g.:
    • Perspectives (Type 1)
    • Key Performance Areas (Type 2)
    • Key Performance Indicators (Type 3)
    • Leadership Behaviours (Type 4)
    • Values & Behaviours (Type 5)
    • Key Competencies (Type 6)





System terminology and messages

This functionality depends on the Translation module, accessed from the System Settings.


  • Locate and click Performance Management.


There is no set way of customising the system terminology except by searching for a word or phrase in the general search area. See example below.