# Performance Management Track and enhance employee performance with tools for setting goals, conducting reviews, and facilitating feedback. This module promotes a culture of continuous improvement and accountability. # Chapter 1: Introduction to Performance Management In today’s fast-paced business environment, managing employee performance is not just an HR task, it’s a critical driver of organisational success. This chapter introduces the **Performance Management** module and explores its purpose, features, and impact on employee engagement and productivity. You’ll gain an understanding of how this tool aligns individual and team objectives with broader organisational goals, while fostering a culture of accountability and continuous improvement. By the end of this chapter, you’ll appreciate why performance management is a vital component of effective talent management and how the SignifyHR platform equips you to implement it seamlessly. # Overview of Performance Management ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Performance management is essential for cultivating a high-performing workforce. It is a structured process that aligns individual contributions with the company's goals, while also encouraging **continuous improvement** and **accountability**. This chapter offers a broad overview of performance management, detailing its purpose, key components, and significance in promoting both employee development and business success. ![PM Dashboard.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-01/JYRLMNgedxfVwSUK-pm-dashboard.png) At its core, performance management involves setting clear **expectations**, tracking **progress**, and providing **feedback** to employees. This process includes multiple stages, starting from setting objectives and defining competencies, to conducting regular check-ins and identifying opportunities for growth. It is a dynamic, ongoing process that enhances engagement and productivity. Throughout this chapter, you will explore the foundational elements of performance management and understand how it integrates into the broader HR framework. You will also learn about the mutual **benefits** of this process, as it helps employees reach their potential while providing value to the company. By the end of this chapter, you will have a clearer understanding of performance management and its critical role in modern HR practices. This knowledge will provide a strong foundation for exploring subsequent chapters, which will offer more detailed guidance on implementation and best practices. ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Purpose of the Module ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)In a dynamic and competitive business environment, companies must ensure that employees perform at their best while contributing to broader strategic goals. The **Performance Management** module serves as a structured framework designed to enhance employee performance, align individual contributions with the company's objectives, and create a culture of continuous improvement. ![PM Purpose.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/jbylxKNbRJJikgwC-pm-purpose.png) Effective performance management is not just about evaluating past performance – it is a proactive approach to **setting expectations, developing skills, and fostering engagement**. Some benefits include: - - - Improving productivity - Ensuring accountability - Identifying gaps in training - Building a culture of continuous feedback This module enables managers and employees to have open discussions about goals, competencies, and career development, ensuring that every team member understands their role in achieving success. Furthermore, it establishes clear performance metrics, helping companies **identify high performers, address skill gaps, and drive productivity improvements**. By leveraging the **Performance Management** module, companies can create a structured, transparent, and fair approach to managing talent. This module is instrumental in building a high-performance culture where employees feel valued, motivated, and supported in their professional journeys. The following sections will explore its purpose in greater detail, including how it aligns with business goals, enhances employee engagement, and contributes to the growth of the company. ### Key Components - **Goal setting and alignment with organisational objectives** ensure that employees understand their responsibilities and how their contributions support broader business strategies. - **Regular performance reviews and feedback cycles** allow employees to recognise their strengths, identify areas for improvement, and adjust their approach to meet expectations. - **Metrics and key performance indicators (KPIs)** are quantitative and qualitative measures to help assess employee performance against predefined standards, providing a data-driven approach to decision-making. - **Training, development, and career progression plans** play a crucial role in employee retention and long-term organisational growth. ### Aligning Goals and Objectives For a company to achieve sustainable success, employees must understand how their roles contribute to broader business objectives. The **Performance Management** module bridges the gap between **personal career aspirations** and **strategic goals**, ensuring that employees focus on outcomes that drive growth. By defining expectations, tracking progress, and providing continuous feedback, it creates a structured approach that aligns individual development with company priorities. When employees see the direct impact of their contributions, they become more **engaged**, **motivated**, and **productive**. A well-structured performance management system translates high-level business strategies into actionable, measurable objectives at every level. This clarity helps employees understand their responsibilities and see a clear path for growth within the company. Aligning individual and company goals benefits both employees and the business. Employees gain direction, purpose, and development opportunities, while the company fosters a culture of **accountability**, **efficiency**, and **continuous improvement**. By implementing performance management effectively, businesses can create an environment where individual success and company objectives align seamlessly. ![Performance Management's benefits for employee and company](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/aA8vAfHDZO0cGYaI-pm-benefits-for-employee-and-company.png) ### Employee Engagement and Organisational Success Engaged employees drive company success. When they receive regular **feedback** and **recognition**, they feel valued and remain committed to their roles. The **Performance Management** module ensures employees have clear expectations, structured support, and opportunities for continuous development. More than just motivation, effective performance management helps managers detect and address disengagement before it affects productivity. It promotes open dialogue, allowing employees to share concerns and receive guidance. This proactive approach **reduces turnover**, **strengthens job satisfaction**, and cultivates a **supportive work environment**. By integrating modules such as [**Learning Management**](https://signature.signifyhr.co.za/books/learning-management "Learning Management") and [**Career and Succession Planning**](https://signature.signifyhr.co.za/books/career-and-succession-planning "Career and Succession Planning") into the **Performance Management** module, companies foster a culture of **growth**. Employees who see clear advancement opportunities are more likely to stay engaged and contribute meaningfully. Empowering individuals through goal-setting and skill development not only enhances their careers but also drives business success. ![Signify - Develop Modules](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/qiishYS08u7rDIwN-signify-develop-modules.png)
### Performance Management and Technology Technology streamlines performance management by automating reviews, tracking progress, and providing real-time feedback. Platforms like **SignifyHR** integrate goal setting, performance tracking, and analytics to improve decision-making. Centralised records and data-driven insights help identify top performers and address skill gaps. Digital tools also support continuous learning by linking training and career development to performance goals. By leveraging technology, organisations create a more efficient, transparent system that enhances employee growth while aligning talent strategies with business objectives.
![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Key Features of the Module ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) The **Performance Management** module is designed to streamline and enhance the performance review process, making it more intuitive, transparent, and effective. With a range of **powerful features**, this module simplifies performance tracking, fosters meaningful feedback, and ensures alignment with the company's goals. Our system integrates automation, flexibility, and data-driven insights, thereby removing the complexity often associated with performance management. These features not only set the **Performance Management** module apart but also add significant value by creating a **structured, user-friendly experience** that supports employees and managers in collaboratively working towards improvement. ![PM Key Features.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/zLeA6DaNtdzui9QC-pm-key-features.png)
Documentation and Compliance ##### Terminology The **Performance Management** module allows for **customisation of terminology**, ensuring that system labels, messages, and descriptions align with the company's unique performance management framework. ##### Audit Log of Transactions The system keeps an **audit log** that records all transactions and modifications made to a **performance agreement**, ensuring transparency, accountability, and traceability throughout the performance management process. ##### Documents Upload During the appraisal process, users can **upload multiple documents** per **KPI** to support performance evaluations. A summary of all uploaded documents is easily accessible on the dashboard. ##### Print Agreements Performance agreements can easily be printed in **PDF** format. ![PM Print performance agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/6DK8EtPn6Ouvtouq-pm-print-performance-agreement.png)
Workflow and Automation ##### Templates Performance agreements can be stored in a **template library**, allowing users to select a pre-populated template when creating a new agreement. This ensures that objectives are automatically copied to the individual's agreement, streamlining the setup process. ##### Notifications The system automatically notifies employees and managers via email when objectives are submitted, check-ins are conducted, or ratings are completed. Additionally, **automated reminder emails** can be sent before phase end dates to ensure timely completion. ![PM Notifications.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/0e8pxcUSgPQcUwO4-pm-notifications.png) ##### Dashboard The **Performance Management** dashboard allows employees to select the performance year and managers to view their own agreements or those of their direct reports. A collapsible **timeline section** outlines key review phases, while colour-coded indicators clearly display progress and the status of each phase. ![PM Dashboard (Employee).png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/85r3zK2AXPRkKI6V-pm-dashboard-employee.png)
Review, Feedback, and Planning ##### Check-ins The **check-ins** functionality allows managers and employees to assess progress before the **rating phase** begins, providing an opportunity to confirm whether the employee is on track and address any potential challenges in advance. ##### Review Surveys Review surveys can be linked to the **review setup**, where applicable, to gather comprehensive feedback from multiple sources, such as a **360-degree review** process. ##### Action Plan An optional **Action Plan** section can be enabled to monitor training and other activities throughout the **performance management** process, with actions recorded for each **KPI**. This section includes key details such as required actions, implementation methods, training needs, responsible persons, due dates, progress tracking, and comments from both the employee and manager. ![PM Action plan example.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/4dy21Py2EkenFy8d-pm-action-plan-example.png)
Performance Evaluation and Ratings ##### Ratings Beyond KPA-level The **Performance Management** module allows for ratings beyond **Key Performance Areas (KPAs)**, extending to **Key Performance Indicators (KPIs)**, **stretch targets**, **company values**, and **leadership behaviours**. Each section allows for structured input, including rating scales, measures, weights, and manager and employee comments, ensuring a comprehensive and customisable evaluation process. Additionally, **perspectives** can be activated to categorise KPAs, following the Balanced Scorecard approach. ![PM Performance agreement sections.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/9UHdcY5sRlKe6Wys-pm-performance-agreement-sections.png) ##### Customisable Rating Scales The **customisable rating scales** allow companies to define their own scoring criteria, ensuring alignment with internal performance measurement standards and providing flexibility in evaluating employee achievements across different performance areas. ##### Calibration The **calibration** functionality promotes fairness and consistency in performance evaluations by allowing administrators to adjust scores at the **review period**, **review survey**, and overall **final score** levels. Administrators can export scores, make necessary calibrations with justifications, and then re-import the adjusted scores into the system. Employees can view their calibrated scores on the Performance Management dashboard, with the option to hover over the score to see the original rating before calibration. ![PM Review Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/2wBZvBpGfH8oxa8s-pm-review-items.png) ##### Interpolation The **interpolation functionality** allows actual values to be mapped to a **rating scale**, ensuring a more precise and automated evaluation process. During the **rating phase**, users enter actual values, which are then automatically converted into ratings based on predefined mappings, eliminating the need for manual rating selection. This functionality can be enabled at the **KPI level** and is available in the **objective setting phase** when creating **templates, copying agreements, or setting up blank agreements**, providing flexibility in performance assessments. ![PM Interpolation settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/cGJc00TU4OGFXGae-pm-interpolation-settings.png)
![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Chapter 2: Roles and Permissions Successful performance management relies on clearly defined roles and responsibilities. This chapter delves into the module's specific duties of administrators, managers, and employees. You’ll learn how each role contributes to the process, from configuring the system and tracking performance to setting goals and providing actionable feedback. Understanding these roles ensures a collaborative approach to performance management, where every user knows their contribution and how it ties into the system’s overall functionality. This chapter sets the foundation for effective teamwork and accountability by clarifying responsibilities. # Employee Roles ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Employees play a crucial role in setting **goals** and engaging in **performance reviews**, enabling them to effectively contribute to organisational goals while also driving their personal growth. Several factors contribute to a successful performance management process: - **Employees:** - - Open communication and mutual understanding between employees and managers are essential. - Active engagement includes: - - Setting clear objectives - Participating in regular check-ins - Self-assessing progress. - This approach leads to: - - A sense of ownership over professional development - The nurturing of a growth mindset - Alignment of personal goals with the company's priorities. ![PM - Responsibilities of Employees.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/dx4KDe8XGyZV1wxz-pm-responsibilities-of-employees.png) ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Managerial Roles ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Performance managers play an important role in **guiding** and **evaluating** their team. Managers are involved in setting objectives, providing feedback, and conducting performance reviews to drive employee growth and success. Several factors contribute to a successful performance management process: - **Managers:** - - Ongoing guidance and constructive feedback help employees stay on track. - Key responsibilities include: - - Providing timely feedback and support - Discussing self-ratings and conducting fair assessments - Adjusting objectives to align with business and individual needs - This approach results in: - - A culture of continuous improvement - More accurate and actionable performance outcomes - Increased motivation and productivity ![PM - Responsibilities of Managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/GlRtQllPSLktMAV8-pm-responsibilities-of-managers.png) ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Administrator Roles ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Effective administrators should **manage** and **support** performance **processes** effectively. An administrator has several responsibilities, from configuring system settings to drawing reports, thereby ensuring smooth and accurate performance management. Several factors contribute to a successful performance management process: - **Administrators:** - - System accuracy and smooth operation enable an effective performance management process. - Primary responsibilities include: - - Managing key data and performance cycles - Generating insightful reports for informed decision-making - Creating and maintaining agreement templates and review setups - This support ensures: - - A structured and efficient performance management system - Clear alignment of reviews with organisational goals - A seamless experience for employees and managers ![PM - Responsibilities of Administrators.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/j6kCq58XScjLig8O-pm-responsibilities-of-administrators.png) ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # How Performance Management Works ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Effective performance management depends on collaboration among employees, managers, and administrators. When these roles work together harmoniously, it fosters an efficient and productive environment, supporting both individual and organisational growth. ![PM Cycle Overview SMALL.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-03/AQpTCZZ2YKzYpfdS-pm-cycle-overview-small.png) Below is an example of a performance cycle containing two review periods with check-ins enabled. Performance management requires collaboration and communication between administrators, managers, and employees. ![PM - Responsibilities of All.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-03/BllKB58oI1XjB6T2-pm-responsibilities-of-all.png) ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Chapter 3: Setup and Configuration of Performance Management Setting up the **Performance Management** module is a crucial step that lays the groundwork for its effective use. In this chapter, we’ll walk you through the setup process, including pre-setup checklists and step-by-step configuration guidelines. Additionally, you’ll learn how to integrate this module with other systems, such as career and succession planning, competency analysis, or learning management. Whether you’re implementing this module for the first time or refining your setup, this chapter provides the tools and knowledge to ensure your implementation is smooth, efficient, and tailored to your organisation’s unique needs. # Prerequisites for this Module [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Some configuration and setup should be done before implementing the **Performance Management** module. - The [**People Management**](https://signature.signifyhr.co.za/books/people-management-d8c "People Management") module should be configured and set up. - Users should be able to **log in** to the system and update their passwords. - Complete and review the Performance Manager **reporting lines**. - Ensure administrators, managers, and employees have been provided with the appropriate **access rights**. - The email server should be set up if the default Signify email server is not used for **notifications**. This is demonstrated in the [**Ruleset Setup**](https://signature.signifyhr.co.za/books/ruleset-setup "Ruleset Setup") guide. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Performance Management Implementation Guide [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) ## Activate the Performance Management module - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products tab. ![PM Product setup - Products.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/yR9dEbhFWHXE9gVr-pm-product-setup-products.jpg) - Click on the **Performance Management product card, then click the **toggle button** to set the product’s status to **Active**. ![PM Product setup - activate.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/LT8GtF48RDqaf353-pm-product-setup-activate.jpg) ## Add Performance Management to the system menu - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **System Menu** tab. ![ES System menu tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Fzx7vrjqJh38T4dL-es-system-menu-tab.jpg) - Click the **Performance Management** menu item in the system menu preview. - Click the **toggle** **button** to set the system menu item’s status to **Active**. ![PM Product setup - activate system menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/t5QCQGklqdGwG1ts-pm-product-setup-activate-system-menu-item.jpg) - You can select an icon for the **Performance Management** module by clicking **CHANGE ICON**. ![PM Product setup - activate system menu item - change icon.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/bs8SzjUfEBlX9kF4-pm-product-setup-activate-system-menu-item-change-icon.jpg) - Click **SAVE** to continue or **CANCEL** to discard your changes. ![PM Product setup - activate system menu item - save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/hRrEy1tNtGccX6Or-pm-product-setup-activate-system-menu-item-save.jpg) ## Update the Master Data Library - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Master Data**. ![ES Setup and configuration menu - Master Data.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/DZtGZe32HqhJL4tS-es-setup-and-configuration-menu-master-data.jpg) - The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Performance Management**. ![ES Master Data Library.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/sw3WyFYlfaViZETm-es-master-data-library.jpg) ### Configure Performance Management section items - Click on the **Performance Management Section Items** category to continue. [![PM Master data - PMSI category.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/YZ6RW2sfxtah6Z1S-pm-master-data-pmsi-category.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YZ6RW2sfxtah6Z1S-pm-master-data-pmsi-category.jpg) - To add a new master data item, click on **+ITEM**. ![PM Master Data Library - Add item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Select the **type** of section item from the **drop-down menu**. - Toggle the switch to set the status to **active**. - Add a **name** for the section item. - Add a **description**. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. [![PM Master data - PMSI category - Add item - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/vKeq2hpBRkz2FLR2-pm-master-data-pmsi-category-add-item-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/vKeq2hpBRkz2FLR2-pm-master-data-pmsi-category-add-item-add.jpg) ### Configure evaluation periods - Click on the **Evaluation Periods** category to continue. [![PM Master data - Evaluation periods category - Add item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RHCMPQL9kxuWmk7G-pm-master-data-evaluation-periods-category-add-item.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YZ6RW2sfxtah6Z1S-pm-master-data-pmsi-category.jpg) - To add a new master data item, click on **+ITEM**. ![PM Master Data Library - Add item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Add a **name** for the evaluation period. - Select a **start date and an end date**. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. [![PM Master data - Evaluation periods 'category - Add item - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/k3B3khvJH9pR5nU8-pm-master-data-evaluation-periods-category-add-item-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/k3B3khvJH9pR5nU8-pm-master-data-evaluation-periods-category-add-item-add.jpg) ## Create People Groups A target audience, or a **People Group**, can be created to identify users based on specific criteria. Users can be grouped according to their **organisational unit**, **reporting line,** or **custom** conditions. - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **People Groups**. ![ES Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/2Vpg9G7WwRvMLOHi-es-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, choose to create a custom people group, or one based on organisational units or reporting lines. - - For our example, we will create a custom people group. - Navigate to **Custom**, then click **+PEOPLE GROUP**. ![ES People Groups - Custom - Add people group.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EosPPXTVeB1kcyZX-es-people-groups-custom-add-people-group.jpg) - Enter a descriptive name for the group. - Click the **toggle** **button** to set the status to **Active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EjmW3QQ6HX2BHYJk-es-people-groups-custom-add-people-group-details.jpg) - Once the people group has been created, you can select the people to add to it. In the **left-hand menu**, click to navigate to the **Included section. - - Click **People** to add individuals, then click **PEOPLE**. - Select the people you would like to add. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Included individuals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hzEEW20QHoEKOra4-es-people-groups-custom-add-people-group-included-individuals.jpg) - - - Click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Included groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/vpOZhOIXnh1gTcQ1-es-people-groups-custom-add-people-group-included-groups.jpg) - Alternatively, you can select the people to exclude from this group. In the **left-hand menu**, click to navigate to the **Excluded** section. - - Click **People** to exclude individuals, then click **PEOPLE**. - Select the people you would like to exclude. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Excluded individuals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EJ5v4xbR0LLT3OLw-es-people-groups-custom-add-people-group-excluded-individuals.jpg) - - - Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Excluded groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/wCuG6mD4aIOfyLfB-es-people-groups-custom-add-people-group-excluded-groups.jpg) ## Performance Management product setup - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products tab. ![ES Products tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0KQ81oK42R2OgzCz-es-products-tab.jpg) - Click on the **Performance Management product card, then click **Product Setup**. ![PM Product setup - product setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/r0cjZ4VSqhMKU8Ry-pm-product-setup-product-setup.jpg) - The configuration of the **Performance Management** module takes place in two parts: - - Creating a **review setup**, then - Creating a **review year**. [![PM Product setup - Landing page.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/g2UVDcieSjLp22rZ-pm-product-setup-landing-page.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/g2UVDcieSjLp22rZ-pm-product-setup-landing-page.jpg) ### Review Setups A **review setup** defines the structure and rules governing the performance review process within an organisation. It determines how **performance agreements** operate, specifying rating **permissions,** the level of **employee** **involvement,** and **approval workflows.** - Navigate to the **REVIEW SETUPS** tab. - Click **+REVIEW SETUP** to add a new review setup. [![PM Product setup - Review setup - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/3JR4JQO45VEOJ743-pm-product-setup-review-setup-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/3JR4JQO45VEOJ743-pm-product-setup-review-setup-add.jpg) - The screen will open to the **Details** page. #### Details The name, description, and configuration settings for the review setup can be edited on the **Details** screen. [![PM Create and Edit Review Setup Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YJ9sEy1yXlj21dma-pm-create-and-edit-review-setup-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)
##### **General Settings**
**SETTING NAME** **MODE** **DESCRIPTION**
**Dual participation – both the employee and the manager will participate electronically. If disabled, only the manager will** **participate electronically.** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Either the manager or the employee can create the performance agreement. The setting and rating of objectives requires the employee's participation. *Also activates the **Dual Participation** settings (see below).*
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The manager can create and approve the performance agreement and rate the objectives without the employee's participation. The employee will be allowed to view the agreement. *Also deactivates the **Dual Participation** settings (see below).*
**Allow perspectives.** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Allows perspectives as the highest level of categorisation. KPAs will be added to perspectives when creating performance agreements.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Perspectives are not required for performance agreements, so KPAs can be added directly when creating performance agreements.
**Allow the manager to edit the review** **survey scores.** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)A manager can update the review survey scores. Employees can view the scores.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The review survey scores cannot be edited. Employees and managers can see the scores.
**Show the timeline to the manager and employees on the Performance Management dashboard.** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)The timeline will display on the **Performance Management** dashboard.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The timeline will not display on the **Performance Management** dashboard.
**The next review period can only start when the previous one has been completed.**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Forces the one review period to be completed before the next one can start. Thus, if you have two review periods, the first must be finalised before you can start the second.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Review periods can be started in any order if the phases are open.
**Hide scores and weights during the Ratings phase.**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Instead of displaying scores and weights, labels will be added to the rating scales.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The scores and weights will be displayed during the Ratings phase.
**Allow excluding review items.**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Review items can be excluded from the overall final score.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)All review items are included in the overall final score.
**Auto-copy the objectives from the previous review period in the same year. The agreement status will also be copied (e.g., Approved or In Progress).**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)The objectives from the immediately preceding review period's agreement are automatically copied, without needing to select the agreement. The agreement's status will also be copied (e.g., Approved or In Progress). If no immediately preceding agreement is available, the pop-up menu prompts you to create one. In this instance, it does not copy the agreement's status.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The pop-up menu with the agreement creation options will appear. Objectives from the previous review period's agreement will not be copied.
**When copying from another agreement, use the section weights from the copied agreement rather than those of the review setup. The rest of the structure is copied from the review setup's configuration.**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)The section weights from the copied agreement override the section weights configured in the review setup's settings.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)The copied agreement will inherit the section weights from the review setup's settings.
**Allow other people (other than the** **manager) to rate a person at the lowest level (e.g., KPI level).** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Selected people (other than the manager) can evaluate a person on a specific KPI. *Also activates the **Allow Non-Manager Ratings** settings* *(see below).*
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Only the manager can rate a person at the KPI level. *Also deactivates the **Allow Non-Manager Ratings*** *settings (see below).*
**Lock agreements for managers and employees.**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Managers and employees can view agreements but not edit them. *Also activates the **Locked Agreements** settings* *(see below).*
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Managers and employees can view and edit agreements. *Also deactivates the **Locked Agreements** settings* *(see below).*
**Allow interpolation**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Interpolation is used to map actual values to the rating scales of a KPI. Actual values are entered when rating a KPI, and these values are then mapped to give a rating. A rating can also be excluded.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Interpolation is switched off.
**Allow adding of a training intervention to PDP (when adding a new action plan).**[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)When adding an action plan to a performance agreement (if enabled), a training intervention can be added to a PDP.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Action plans are added to performance agreements without linking to training interventions.
##### **Dual Participation Settings**
**SETTING NAME** **MODE** **DESCRIPTION**
**The person's Self-Rating and Manager Rating must be approved before the Final Rating can be completed.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)*This setting appears only when **Dual Participation** is enabled.* The main setting, as well as the sub-setting, determines how this will work.
**Sub-setting 1: Show the person's approved Self-Rating to the manager only once the manager has approved the Manager Rating.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The employee's self-rating and the manager’s rating must be approved before the final rating can be completed. The person’s self-rating will be visible to the manager once their rating has been approved.
**Sub-setting 2: Show the person's approved Self-Rating to the manager, regardless of the Manager Rating approval status.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The employee's self-rating and the manager’s rating must be approved before the final rating can be completed. The employee's approved self-rating will be shown to the manager, regardless of whether the manager's ratings have been approved or not.
**Sub-setting 3: Show the Manager Rating to the person only once the Final Rating has been approved.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The employee's self-rating and the manager’s rating must be approved before the final rating can be completed. The manager’s rating will only be visible to the person once the final rating has been approved.
**The Manager Rating and the Final Rating can be completed simultaneously (the Final Rating can only be approved once the person's Self-Rating has been approved).**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)*This setting only shows when the **Dual Participation*** *setting has been enabled.* Both the manager’s rating and the final rating can be completed at the same time. The final rating can be approved only once the person’s self-ratings have been approved. The manager will see the self-ratings only after they have been approved. The employee will see the manager's ratings once they have been approved, and will see the final ratings once these are approved.
**Only show the Final Rating column and hide the Manager Rating column.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)*This setting only shows when the **Dual Participation*** *setting has been enabled.* The manager rating column is hidden, and only the self-ratings and final ratings are needed. The final rating can only be approved when the employee's self-ratings have been approved.
##### **Allow Non-Manager Ratings Settings**
**SETTING NAME** **MODE** **DESCRIPTION**
**Allow anonymous evaluations** [![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)Selected people, other than the manager, can rate a person on a KPI level. The evaluation results will be presented anonymously. The main setting, as well as the sub-setting, determines how this will work.
[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)Selected people, other than the manager, can rate a person on a KPI level. The comments and ratings of the person who performed the evaluation will be shown.
**Sub-setting 1: Show the results anonymously (the manager and employee will not see who submitted the ratings).**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)Neither the manager nor the employee will see who submitted the ratings.
**Sub-setting 2: Show the results anonymously only to the employee (the manager will see who submitted the ratings, but not the employee).**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The employee will not be able to see who submitted the ratings and comments, but the manager will.
**Sub-setting 3: Hide the evaluation summary page from employees.**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The evaluation summary page will not be visible to employees, but the manager can view it.
**Sub-setting 4: Show the comments and ratings anonymously (the manager and employee will see the ratings and comments submitted).**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)The manager and employee can view the ratings and comments submitted, but will not see who submitted them.
##### **Locked Agreements Settings**
**SETTING NAME** **MODE** **DESCRIPTION**
**Always**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)Managers and employees can view performance agreements, but they cannot edit them.
**Only when created via a performance management API (when created manually, this rule will not apply).**[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)Managers and employees can view performance agreements, but cannot edit them if the agreements were created using a performance management API.
#### Review Items ##### Review Period - Click to navigate to **Review Items**. - Click **+REVIEW PERIOD** to load the required review items. [![PM Product setup - Review items.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nUuq4J9Q6BZ1ZA7r-pm-product-setup-review-items.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SZuyuOU8q0ziztoe-pm-product-setup-review-items.jpg) - Fill in the **name** and **weight** of the review period. - Toggle to set the review period's **status** to **active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review items - add review period.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ihEV9NxfH0KAjYwe-pm-product-setup-review-items-add-review-period.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ##### Review Survey - Click **+REVIEW SURVEY** to add an evaluation to the review setup. [![PM Product setup - Review survey.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/F4Kvu5j6uY8BRvWu-pm-product-setup-review-survey.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/F4Kvu5j6uY8BRvWu-pm-product-setup-review-survey.jpg) - Fill in the **name**, **weight**, and maximum **score** of the review survey. - Switch the toggles to select the status for the following: - - Active - Allow revised scores - Require mandatory comments. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review survey - add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/z4UX8paVXPbotZyG-pm-product-setup-review-survey-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you have finished configuring the review items, they will appear on the **Performance Management** dashboard as shown below: [![PM Review Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/sRgUx87cGc9LlYeb-pm-review-items.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) #### Sections The different **Sections** of the performance agreement can be switched on or off, assigned weights, or configured for use. [![PM Product setup - Sections.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/mH0C6z6tCcAL46i4-pm-product-setup-sections.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/mH0C6z6tCcAL46i4-pm-product-setup-sections.jpg) The following steps will guide you through setting up and configuring the sections of a performance agreement. [![PM Review Setup Sections Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/bmQHjKMF7W6NqvUF-pm-review-setup-sections-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) A performance agreement can consist of the following sections: - **Primary Goals** (always enabled by default) - **Stretch Goals** (optional) - **Values and Behaviours** (optional) - **Leadership Behaviours** (optional) - **Key Competencies** (optional) It is important to ensure your section weights add up to 100% for the performance agreement, or you may receive an error message as follows: [![PM Product setup - Sections - Weights msg.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/AwGFmaOxutKcymED-pm-product-setup-sections-weights-msg.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) Let us look at the settings linked to each section of the performance agreement in more detail. ##### Primary Goals **Primary Goals** form the core performance expectations of a role. They define what must be delivered for the organisation to function effectively and sustainably. Since this section of a performance agreement is always enabled by default, the toggle to disable it is greyed out. [![PM Product setup - Sections - Primary Goals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ul1hZUnof2b2tdWU-pm-product-setup-sections-primary-goals.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Add a **weight** for this section. - Use the **toggle** to choose whether the section's weight can change. - Configure the **settings** related to Key Performance Indicator weights: - **Option 1**: The Key Performance Indicator weights must add up to 100% per Key Performance Area. - You can choose to automatically distribute the item weights (i.e. if there are 5 KPIs for a specific KPA, each KPI will have a weight of 20%). - **Option 2**: The combined weighting of all Key Performance Indicators (KPIs) within a section must total 100% (i.e., if there are 2 KPAs in the section, each with 2 KPIs, each KPI will have a weight of 25%). [![PM Product setup - Sections - PG - settinngs.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/vFXKDMmnZ7Mv2lib-pm-product-setup-sections-pg-settinngs.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/vFXKDMmnZ7Mv2lib-pm-product-setup-sections-pg-settinngs.jpg) - Configure the **performance rating scale** and the **check-in rating scale** to be used for this section. - Toggle to select whether **comments** will be required during check-ins or when rating objectives. [![PM Product setup - Sections - PG - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/wd3PkadJNEgOWMSQ-pm-product-setup-sections-pg-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wd3PkadJNEgOWMSQ-pm-product-setup-sections-pg-settings.jpg) ##### Stretch Goals This section is an optional addition to performance agreements. **Stretch Goals** are intentionally ambitious and are typically linked to strategic growth, innovation or transformation rather than routine delivery. - Add a **weight** for this section. - Toggle to set the section to **active**. - Use the **toggle** to choose whether the section's weight can change. - Configure the **settings** related to Key Performance Indicator weights: - **Option 1**: The Key Performance Indicator weights must add up to 100% per Key Performance Area. - You can choose to automatically distribute the item weights (i.e. if there are 5 KPIs for a specific KPA, each KPI will have a weight of 20%). - **Option 2**: The combined weighting of all Key Performance Indicators (KPIs) within a section must total 100% (i.e., if there are 2 KPAs in the section, each with 2 KPIs, each KPI will have a weight of 25%). [![PM Product setup - Sections - SG - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/9cYfI5iYtCNpNRGy-pm-product-setup-sections-sg-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9cYfI5iYtCNpNRGy-pm-product-setup-sections-sg-settings.jpg) - Configure the **performance rating scale** and the **check-in rating scale** to be used for this section. - **Toggle** to select whether **comments** will be required during check-ins or when rating objectives. [![PM Product setup - Sections - SG - settinngs.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/m7AhsnJXYY4Qvdpe-pm-product-setup-sections-sg-settinngs.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/m7AhsnJXYY4Qvdpe-pm-product-setup-sections-sg-settinngs.jpg) ##### Values and Behaviours The **Values and Behaviours** section of a performance agreement supports growth beyond technical competence. Whereas the primary goals focus on what is achieved, this section focuses on *how* it is achieved. - Add a **weight** for this section. - Toggle to set the section to **active**. - Use the **toggle** to choose whether the section's weight can change. - Decide whether to allow users to **add or remove items** from this list. - Select whether **item weights may be distributed automatically** (i.e. if there are 5 items, they will each have a weight of 20%). [![PM Product setup - Sections - VB.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/z6XOCSigRye7k76p-pm-product-setup-sections-vb.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/z6XOCSigRye7k76p-pm-product-setup-sections-vb.jpg) - Configure the **performance rating scale** and the **check-in rating scale** to be used for this section. - **Toggle** to select whether **comments** will be required during check-ins or when rating items. - Link **master data values and behaviours** to the performance agreement. - Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**. [![PM Product setup - Sections - VB - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/1H21GtSJ3aRwHzeT-pm-product-setup-sections-vb-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1H21GtSJ3aRwHzeT-pm-product-setup-sections-vb-settings.jpg) ##### Leadership Behaviours Including a **Leadership Behaviours** section in a performance agreement is crucial to strategic governance. It not only assesses leadership effectiveness but also emphasises its direct influence on organisational culture and long-term success. At senior levels, leadership behaviours significantly shape the broader organisational environment, influencing team dynamics, decision-making, and overall performance beyond individual KPIs. - Add a **weight** for this section. - Toggle to set the section to **active**. - Use the **toggle** to choose whether the section's weight can change. - Decide whether to allow users to **add or remove items** from this list. - Select whether **item weights may be distributed automatically** (i.e. if there are 5 items, they will each have a weight of 20%). [![PM Product setup - Sections - LB - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Tb0FHpjA0EmioOVV-pm-product-setup-sections-lb-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Tb0FHpjA0EmioOVV-pm-product-setup-sections-lb-settings.jpg) - Configure the **performance rating scale** and the **check-in rating scale** to be used for this section. - **Toggle** to select whether comments will be required during check-ins or when rating items. - **Link master data leadership behaviours** to the performance agreement. - Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**. [![PM Product setup - Sections - LB.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/8XytjPWx34JoYMqn-pm-product-setup-sections-lb.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/8XytjPWx34JoYMqn-pm-product-setup-sections-lb.jpg) ##### Key Competencies Listing **Key Competencies** in a performance agreement ensures that capability, not only output, is formally assessed. While goals measure results, competencies evaluate the underlying skills and proficiency that enable high performance. This section strengthens talent governance, succession planning and capability development. - Add a **weight** for this section. - Toggle to set the section to **active**. - Use the **toggle** to choose whether the section's weight can change. - Decide whether to allow users to **add additional items** from the **Master Data Library**. - Select whether **item weights may be distributed automatically** (i.e. if there are 5 items, they will each have a weight of 20%). [![PM Product setup - Sections - KC - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/YbLo8KUP8mMEBFTr-pm-product-setup-sections-kc-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YbLo8KUP8mMEBFTr-pm-product-setup-sections-kc-settings.jpg) - Configure the **performance rating scale** and the **check-in rating scale** to be used for this section. - Toggle whether **comments** will be required during check-ins or when rating items. [![PM Product setup - Sections - KC.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/hcsmFYaRlUo863oE-pm-product-setup-sections-kc.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/hcsmFYaRlUo863oE-pm-product-setup-sections-kc.jpg) ##### Action Plan Linking an **Action Plan** to a performance agreement transforms the document from a static evaluation tool into a dynamic performance management instrument. It ensures that identified gaps, risks or development areas are not merely recorded but actively addressed. In other words, this section closes the loop between assessment and improvement. Toggle to switch action plans on or off. [![PM Product setup - Sections - AP.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/pWykRBfdGuJv6sZe-pm-product-setup-sections-ap.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/pWykRBfdGuJv6sZe-pm-product-setup-sections-ap.jpg) - Click **SAVE** when you are finished or **CANCEL** to discard your changes. #### Templates The final menu item when creating or editing review setups is **Templates**. Creating performance agreement **templates** can greatly enhance the efficiency of developing performance agreements, making the process smoother and more organised. This not only ensures **consistency** in format but also helps minimise administrative burdens. By following this guide, you’ll be equipped to craft reusable performance agreement templates that can serve effectively across multiple performance cycles.
##### Create New Template - Click **+NEW TEMPLATE**. [![PM Product setup - Templates.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1hcQkXPf9uVQOieL-pm-product-setup-templates.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Add a descriptive **name** for this performance agreement template. - **Toggle** to set the status to **Published**. - **Toggle** to use the **template weights**. [![PM Product setup - Templates - Settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/eMjnFXvfPDg31NCQ-pm-product-setup-templates-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/eMjnFXvfPDg31NCQ-pm-product-setup-templates-settings.jpg) ##### Add Primary Goals and Stretch Goals The process for adding primary and stretch goals is the same for both sections. Follow the steps below to add primary goals, then repeat them for stretch goals. ##### Add Perspectives - If you are using perspectives, click **+PERSPECTIVE**. If not, skip ahead to adding a key performance area. [![PM Product setup - Templates - PG - Perspective.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/axaeza4RcEdn08PQ-pm-product-setup-templates-pg-perspective.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/axaeza4RcEdn08PQ-pm-product-setup-templates-pg-perspective.jpg) - Select a **perspective** from the **drop-down menu.** - Assign a **weight** to this perspective. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another perspective or click **CANCEL** to discard your edits. [![PM Product setup - Templates - PG - Perspective details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/fqWB3wyiAoPfYwaL-pm-product-setup-templates-pg-perspective-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your added perspectives and their assigned weights will display on the screen. [![PM Product setup - Templates - PG - Perspectives added.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/IawKh5xjJz4LCr1J-pm-product-setup-templates-pg-perspectives-added.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/IawKh5xjJz4LCr1J-pm-product-setup-templates-pg-perspectives-added.jpg) ##### Add KPAs - Click **+KEY PERFORMANCE AREA** to add a KPA. [![PM Product setup - Templates - PG - KPA.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/IqhSf8A5ZkeKUTH8-pm-product-setup-templates-pg-kpa.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/IqhSf8A5ZkeKUTH8-pm-product-setup-templates-pg-kpa.jpg) - Use the **radio buttons** to opt to **type your own** KPA in the designated field, or select one from the **Master Data Library.** - Click the **hand icon** to select a KPA from the **Master Data Library**, or type in your own KPA. - Assign **weights** to the KPAs, ensuring that their total for each perspective (or section, if not using perspectives) equals 100%. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another KPA or click **CANCEL** to discard your edits. [![PM Product setup - Templates - PG - KPA settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/8ZMbJNLWdVaP1eI3-pm-product-setup-templates-pg-kpa-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/8ZMbJNLWdVaP1eI3-pm-product-setup-templates-pg-kpa-settings.jpg) - Your added KPAs and their assigned weights will display on the screen. [![PM Product setup - Templates - PG - KPAs added.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/3aSLywMtQYDUtu33-pm-product-setup-templates-pg-kpas-added.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ##### Add KPIs - Click **KEY PERFORMANCE INDICATOR+** to add a KPI to a KPA. [![PM Product setup - Templates - PG - KPI.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/6F1zKOubz45hAF7D-pm-product-setup-templates-pg-kpi.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/6F1zKOubz45hAF7D-pm-product-setup-templates-pg-kpi.jpg) - Use the **radio buttons** to opt to **type your own** KPI in the designated field, or select one from the **Master Data Library**. - Use the **hand icon** to select a KPI from the **Master Data Library**, or type in your own. - Add details about the KPI, such as **activities**, **measures**, and **ratings**. - Assign a **weight** to the KPI. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another KPI or click **CANCEL** to discard your edits. [![PM Product setup - Templates - PG - KPI settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/F0bNmlM7rLERWCe4-pm-product-setup-templates-pg-kpi-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your added KPIs and their assigned weights will display on the screen. [![PM Product setup - Templates - PG - KPIs added.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/BFskNcgx9S4y2Npt-pm-product-setup-templates-pg-kpis-added.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/BFskNcgx9S4y2Npt-pm-product-setup-templates-pg-kpis-added.jpg) #### Add Values and Behaviours, Leadership Behaviours, and Key Competencies - **Values and behaviours** are configured in the review setup and will be **automatically populated** when the performance agreement is created. [![PM Product setup - Templates - VB.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/qgWxAkAGfoGBG5Ua-pm-product-setup-templates-vb.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/qgWxAkAGfoGBG5Ua-pm-product-setup-templates-vb.jpg) - The same will happen with **leadership behaviours**. [![PM Product setup - Templates - LB.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/ZxSiszDLpdnCOUit-pm-product-setup-templates-lb.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZxSiszDLpdnCOUit-pm-product-setup-templates-lb.jpg) - Click **+KEY COMPETENCY.** **[![PM Product setup - Templates - KC add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/A9oqZUuMJX8rP9Y5-pm-product-setup-templates-kc-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/A9oqZUuMJX8rP9Y5-pm-product-setup-templates-kc-add.jpg)** - Use the **radio buttons** to either **type your own** key competency in the designated field or select one from the **Master Data Library**. - Use the **hand icon** to select a KPI from the **Master Data Library**, or type in your own. - Provide a **description** for the key competency. - Add details about the key competency, such as **measures** and **ratings**. - Assign a **weight** to the key competency. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another key competency or click **CANCEL** to discard your edits. [![PM Product setup - Templates - KC settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/PQC2cAs2FLckSIox-pm-product-setup-templates-kc-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/PQC2cAs2FLckSIox-pm-product-setup-templates-kc-settings.jpg) - Your added key competencies and their assigned weights will display on the screen. [![PM Product setup - Templates - KC added.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/MdRllKphPfnXpapW-pm-product-setup-templates-kc-added.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/MdRllKphPfnXpapW-pm-product-setup-templates-kc-added.jpg) #### Save a created template - Before you save the template you have created, ensure the following is in place: - The template has a descriptive **name.** - The template is **published** (if it is ready for use in your review setup). - The template's **weights** are correct. - All the weights of the **perspectives** in a section should add up to 100%. - The total weighting of all **KPAs** linked to a specific perspective (or to a section, where perspectives are not applied) must equal 100%. - All **KPI** weights linked to a KPA should total 100%. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Templates - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/MmsnVNhi6Eh4Ta7b-pm-product-setup-templates-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/MmsnVNhi6Eh4Ta7b-pm-product-setup-templates-save.jpg) - A message will display indicating the **successful** creation of the template. [![PM Product setup - Templates - Save success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/TmyS4ddbfKSb5w5D-pm-product-setup-templates-save-success.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/TmyS4ddbfKSb5w5D-pm-product-setup-templates-save-success.jpg) - If the template weights are not balanced, an **error** message will appear. [![PM Product setup - Templates - Save weights.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/B1Uszilld3WnMz7R-pm-product-setup-templates-save-weights.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/B1Uszilld3WnMz7R-pm-product-setup-templates-save-weights.jpg) #### Import a Template Templates can also be imported using an import sheet. The template will be populated using Excel, prepared for import into the **Performance Management** module, and automatically linked to a review setup. - To begin importing a template, access the **Module-Specific Functions** menu by clicking the **kebab icon** at the top of the screen. [![PM Product setup - Templates - Import - Module-specific functions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/7e2R55DT66EIL7RT-pm-product-setup-templates-import-module-specific-functions.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7e2R55DT66EIL7RT-pm-product-setup-templates-import-module-specific-functions.jpg) - Click **Import**. [![PM Product setup - Templates - Import - Module-specific functions - Import.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/V6MrzfX8zTtLmF5Z-pm-product-setup-templates-import-module-specific-functions-import.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Select **Performance Management** from the **drop-down menu.** - Choose **Templates** from the **drop-down menu**. - Click **PROCEED** to continue. [![PM Product setup - Templates - Import - Module-specific functions - Import - Proceed.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/b8g3HsijAu7NvDj5-pm-product-setup-templates-import-module-specific-functions-import-proceed.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Download** the Excel import file and populate it with the template's details. - When you have completed this step, click **UPLOAD IMPORT FILE** to upload your import file. [![PM Product setup - Templates - Import - Module-specific functions - Import - Upload.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/8Iwy2iZ9Dc2EPnzP-pm-product-setup-templates-import-module-specific-functions-import-upload.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/8Iwy2iZ9Dc2EPnzP-pm-product-setup-templates-import-module-specific-functions-import-upload.jpg) - Once the file has successfully uploaded, click **IMPORT**. [![PM Product setup - Templates - Import - Module-specific functions - Import - Import.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/GfJrJXd8jrLI4iYT-pm-product-setup-templates-import-module-specific-functions-import-import.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/GfJrJXd8jrLI4iYT-pm-product-setup-templates-import-module-specific-functions-import-import.jpg) - The import results will be displayed. If the file was successfully **staged** for import, the results will all show green ticks. [![PM Product setup - Templates - Import - Module-specific functions - Import - Success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/QUznOr1paOQGCvzU-pm-product-setup-templates-import-module-specific-functions-import-success.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/QUznOr1paOQGCvzU-pm-product-setup-templates-import-module-specific-functions-import-success.jpg) - To view the status of the template's import, navigate to the **system inbox** at the top of the screen. [![PM Product setup - Templates - Import - Inbox.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Yw1lztpIMzyC2Cvq-pm-product-setup-templates-import-inbox.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Yw1lztpIMzyC2Cvq-pm-product-setup-templates-import-inbox.jpg) - Click **Imports**. [![PM Product setup - Templates - Import - Inbox - Imports.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/epKjiwsL0mrjlXg4-pm-product-setup-templates-import-inbox-imports.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The table will show all the results of recent system imports. Locate your performance template import entry, and view the status. - **Staged**: The import is still in progress. - **Completed**: The import has completed successfully. - **CompletedWithErrors**: There are errors in your import file. [![PM Product setup - Templates - Import - Inbox - Imports staged.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/xQPukVxu87V5Hvtw-pm-product-setup-templates-import-inbox-imports-staged.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/xQPukVxu87V5Hvtw-pm-product-setup-templates-import-inbox-imports-staged.jpg) - To view the errors with your import file, find the **CompletedWithErrors** entry and click the **kebab icon**. [![PM Product setup - Templates - Import - Inbox - Imports errors.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/jDISqe2FTG2Fd3zu-pm-product-setup-templates-import-inbox-imports-errors.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jDISqe2FTG2Fd3zu-pm-product-setup-templates-import-inbox-imports-errors.jpg) - Click **Export Errors** to investigate why the template did not complete the import process. [![PM Product setup - Templates - Import - Inbox - Imports errors - Export.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/L36v6ITBvwhCJxt3-pm-product-setup-templates-import-inbox-imports-errors-export.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/L36v6ITBvwhCJxt3-pm-product-setup-templates-import-inbox-imports-errors-export.jpg) - The export document containing the errors will be located in your **system inbox**. [![PM Product setup - Templates - Import - Inbox - Imports errors - Exported.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/FgjOi0IQe5n9jSYP-pm-product-setup-templates-import-inbox-imports-errors-exported.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Once you have reviewed the errors with your imported templates, they should import successfully, and your **template library** should look like this: [![PM Product setup - Templates - Library.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/aE16shGt9GMTdGno-pm-product-setup-templates-library.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Hovering over a template in the **Template Library** reveals a few features: - - **Preview** a template by clicking the **eye icon**. - **Duplicate** a template by clicking the **copy icon**. - **Delete** a template by clicking the **dustbin icon**. [![PM Product setup - Templates - Edit, Preview, Delete.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/077YzSPyCObRlkuZ-pm-product-setup-templates-edit-preview-delete.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/077YzSPyCObRlkuZ-pm-product-setup-templates-edit-preview-delete.jpg) ### Review Years A **review year** can be created once the **review setups** have been created. Let us recap how to get to the **review years** screen. - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products tab. ![ES Products tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0KQ81oK42R2OgzCz-es-products-tab.jpg) - Click on the **Performance Management product card, then click **Product Setup**. ![PM Product setup - product setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/r0cjZ4VSqhMKU8Ry-pm-product-setup-product-setup.jpg) - Navigate to the **REVIEW YEARS** tab. - Click **+REVIEW YEAR**. [![PM Product setup - Review years - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/mWkkREQxNDS7I0mw-pm-product-setup-review-years-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/mWkkREQxNDS7I0mw-pm-product-setup-review-years-add.jpg) - Provide a **name** for the review year. - Add a **maximum rating** for use in performance management. - Provide a **start date** and an **end date**. - **Toggle** to set the status to **locked** – the review year cannot be edited. - **Toggle** to set the status to **active**. - **Toggle** to allow performance agreements to be **moderated**. - For moderated agreements, **toggle** to require **quality assurance approval**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review years - Add - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/zlBdVK3tmne46wu0-pm-product-setup-review-years-add-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/zlBdVK3tmne46wu0-pm-product-setup-review-years-add-details.jpg) - On the **left-hand menu**, navigate to **REVIEW SETUPS**, then click **LINK REVIEW SETUP**. [![PM Product setup - Review years -Link RS.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Xs2PrzVkZGj3YVBW-pm-product-setup-review-years-link-rs.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Xs2PrzVkZGj3YVBW-pm-product-setup-review-years-link-rs.jpg) - Select the **review setup** from the list to link, then click **LINK REVIEW SETUP**. [![PM Product setup - Review years - Link RS - Link.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/mA4l4ipl7lJifdp3-pm-product-setup-review-years-link-rs-link.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/mA4l4ipl7lJifdp3-pm-product-setup-review-years-link-rs-link.jpg) - Your linked review setups will display in the table. - A **warning indicator** indicates that data needs to be configured for the process to complete. To proceed, click on a **linked review setup.** **[![PM Product setup - Review years - Link RS - Linked.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/c8vQPLGAgHYJ9gOu-pm-product-setup-review-years-link-rs-linked.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/c8vQPLGAgHYJ9gOu-pm-product-setup-review-years-link-rs-linked.jpg)** - On the **review periods** screen, add the **start date and an end date** for each review period. [![PM Product setup - Review years - Link RS - Linked - RP - dates.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/jYyQda4GLxnkGXHF-pm-product-setup-review-years-link-rs-linked-rp-dates.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jYyQda4GLxnkGXHF-pm-product-setup-review-years-link-rs-linked-rp-dates.jpg) - Click on a **phase** within a review period (i.e. Objective Setting, Check-ins, or Ratings). - - Select a **start date and an end date** for each **phase** within each review period. - Enter the number of **days** before the **deadline** by which the deadline notification emails should be sent. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review years - Link RS - Linked - RP - dates - phases.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/obRNvVzmrcCAjSp3-pm-product-setup-review-years-link-rs-linked-rp-dates-phases.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/obRNvVzmrcCAjSp3-pm-product-setup-review-years-link-rs-linked-rp-dates-phases.jpg) - Toggle to set the status of the **check-in phase** to **active**. - Toggle to **ignore phase dates**. [![PM Product setup - Review years - Link RS - Linked - RP - settings.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/CJsXe2C6En426xAV-pm-product-setup-review-years-link-rs-linked-rp-settings.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/CJsXe2C6En426xAV-pm-product-setup-review-years-link-rs-linked-rp-settings.jpg) - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review years - Link RS - Linked - RP - settings - save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/vinjqAkqKd6kLbD9-pm-product-setup-review-years-link-rs-linked-rp-settings-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/vinjqAkqKd6kLbD9-pm-product-setup-review-years-link-rs-linked-rp-settings-save.jpg) - Navigate to **TARGET AUDIENCE**, then click **∞PEOPLE GROUP**. [![PM Product setup - Review years - Link RS - Linked - TA - link.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/DWWn0Dnw4vuQKbhh-pm-product-setup-review-years-link-rs-linked-ta-link.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/DWWn0Dnw4vuQKbhh-pm-product-setup-review-years-link-rs-linked-ta-link.jpg) - Choose a **people group** from the list, based on: - - reporting line, - organisational unit, or - custom groups. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![PM Product setup - Review years - Link RS - Linked - TA - link - save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/U8d2W1P1rip2KAsK-pm-product-setup-review-years-link-rs-linked-ta-link-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/U8d2W1P1rip2KAsK-pm-product-setup-review-years-link-rs-linked-ta-link-save.jpg) - The linked people groups will display in the table. - To preview the **target audience**, click the **TARGET AUDIENCE** button. [![PM Product setup - Review years - Link RS - Linked - TA - link - view.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/aISM6YMHk7qtgNhb-pm-product-setup-review-years-link-rs-linked-ta-link-view.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/aISM6YMHk7qtgNhb-pm-product-setup-review-years-link-rs-linked-ta-link-view.jpg) [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Chapter 4: Using the Performance Management Module The true value of the **Performance Management** module lies in how it’s used to drive individual and organisational success. This chapter offers practical guidance on the module’s key functionalities, including goal or objective setting, conducting performance reviews, and giving constructive feedback. Each section is designed to provide step-by-step instructions to help you maximise the system’s potential. By understanding how to effectively utilise these features, you’ll empower your organisation to build a culture of continuous improvement and achieve measurable outcomes. # Before You Start [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) #### Before you start: - Consider populating the **Master Data Library** with performance management items, which can streamline the performance management process. These library items include: - - Perspectives - Key Performance Areas - Key Performance Indicators - Leadership Behaviours - Values and Behaviours - Key Competencies Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**. ![PM Master data library.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/hlvpHk91W0JzYahg-pm-master-data-library.png) - Ensure you have a clear understanding of the company goals, the employee's responsibilities and how their role fits into the overall picture. - Base the performance objectives on **SMART goals**. Each objective should be: - - Specific - Measurable - Achievable - Relevant - Time-bound - Ensure the goals support the organisational and departmental priorities. - Select clear performance indicators. - Finally, employees are more likely to commit to the process if they have input in setting their goals, so consider engaging in a two-way discussion. #### Key elements to include: - **Performance goals and objectives** - These should be aligned with organisational priorities. - Keep the language simple and clear. - Avoid making goals too broad or unrealistic. - **Key Performance Indicators (KPIs)** - Select quantitative and qualitative indicators for each objective. - Focus on the most impactful goals to avoid overloading the agreement. - The employee's input is vital when setting targets. ![PM Performance agreement KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/I5aPWA52VbfiQQqg-pm-performance-agreement-kpi.png) - **Behavioural expectations** - Include company values, as well as expected behaviours in teamwork, leadership, or communication. - **Employee support** - Consider the tools, resources, or support from management that the employee may need to succeed. - Acknowledge that priorities may shift and that agreements should be revisited if needed. - Think about the employee's development and their future potential. - **Review process and frequency** - Define how and when progress will be evaluated. - Incorporate feedback loops that enable feedback to flow from the manager to the employee and vice versa. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Creating a Performance Agreement [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) [![PM Phases Step 1.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/scaled-1680-/6UQTT7OTgrgu5OYb-pm-phases-step-1.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/6UQTT7OTgrgu5OYb-pm-phases-step-1.png) The following section will guide you through creating a performance agreement. The guide assumes you do not have an existing agreement for the current performance cycle and that you wish to create one. - Begin by navigating to the **Performance Management** dashboard. ![PM Dashboard (Employee).png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Q1hagynMO737QZsl-pm-dashboard-employee.png) - Click **START** to create a new performance agreement. ![PM Start creating a performance agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/UIHAMKbQP4PvM2DL-pm-start-creating-a-performance-agreement.png) - The **Performance Management** module allows a performance agreement to be created in three ways for employees. ![PM Create PM agreement options for employees.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Rx9o0GI3vWKD2g7r-pm-create-pm-agreement-options-for-employees.png) - Managers are offered an additional option to create a performance agreement for a reportee using a template from another team member. ![PM Create PM agreement options for managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/UBTyjUgcts7duwJB-pm-create-pm-agreement-options-for-managers.png) Click on the following tabs to expand the step-by-step instructions.
Create a blank agreement - Click **Create Blank** to start creating a performance agreement from the beginning. ![PM Create PM agreement employees – Blank.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/0Xwij9aR5vNCwfSS-pm-create-pm-agreement-employees-blank.png) - Click **START**. ![PM Create PM agreement employees – Blank – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/w6NLqkBJ2abHvZGD-pm-create-pm-agreement-employees-blank-start.png) - The performance agreement screen will display, showing the different sections, though it won't include any objectives at this stage. Adding objectives is covered in the next section. ![PM Create PM agreement employees – Blank – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/XDGzjO45wmi1ycMO-pm-create-pm-agreement-employees-blank-agreement-screen.png)
Use a performance agreement template - Click **Copy From Template** to create a performance agreement based on a system template. ![PM Create PM agreement employees – Template.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/QmMMiriSm9KdFtKR-pm-create-pm-agreement-employees-template.png) - Click **START**. ![PM Create PM agreement employees – Template – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/zDSjduKEIdCRfXkx-pm-create-pm-agreement-employees-template-start.png) - A list of the templates currently on the system will be shown. ![PM Create PM agreement employees – Template – List.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Ypf07gaxhGAnFJHk-pm-create-pm-agreement-employees-template-list.png) - - - Use the search bar to search for a template based on a job title or specific keywords. ![PM Create PM agreement employees – Template – Search Bar.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/AWqzvPY8QBQX9DrX-pm-create-pm-agreement-employees-template-search-bar.png) - - - A **tick** will be displayed if the template's weights override the review setup's weights. A **cross** indicates that the review setup's weights will be used. ![PM Create PM agreement employees – Template – Use Template Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/lMw8sukVaHJP4Swu-pm-create-pm-agreement-employees-template-use-template-weights.png) - - - To ensure you select the correct template, click the **PREVIEW icon** to view. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Choose a template you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Template – Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/T3kHzyO8dtSd2lvw-pm-create-pm-agreement-employees-template-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the template. ![PM Create PM agreement employees – Template – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/4Gj5Dz8khGbtc7Hd-pm-create-pm-agreement-employees-template-agreement-screen.png)
Copy from a previous agreement - Click **Copy From Previous** to create a performance agreement based on an agreement from a previous performance cycle. ![PM Create PM agreement employees – Previous.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/anF1iUHhaHJVjDz8-pm-create-pm-agreement-employees-previous.png) - Click **START**. ![PM Create PM agreement employees – Previous – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Iiyt3xWZWiijd9P9-pm-create-pm-agreement-employees-previous-start.png) - A list of the performance agreements from previous review periods will be shown. ![PM Create PM agreement employees – Previous – Select.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/83AX0ELdQO0QaHmi-pm-create-pm-agreement-employees-previous-select.png) - - - To ensure you select the correct performance agreement, click the **PREVIEW icon** to view. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Select the performance agreement you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Previous – Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/6xRnAuPpmoZzY3Jf-pm-create-pm-agreement-employees-previous-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the previous agreement. ![PM Create PM agreement employees – Template – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/4Gj5Dz8khGbtc7Hd-pm-create-pm-agreement-employees-template-agreement-screen.png)
Copy an agreement from another employee (Managers only!) - Click **Copy From Another** to create a performance agreement based on another employee's agreement. ![PM Create PM agreement employees – Another.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/eWEihZfNM6RP4prI-pm-create-pm-agreement-employees-another.png) - Click **START**. ![PM Create PM agreement employees – Another - Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/qVUVG72Qg6UUjDTs-pm-create-pm-agreement-employees-another-start.png) - A list of the other employees in your team's performance agreements will be shown. These agreements are from the current and previous review periods. ![PM Create PM agreement employees – Another - List.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/TRwGoBDBOVZUgWgt-pm-create-pm-agreement-employees-another-list.png) - - - To ensure you select the correct performance agreement, click the **PREVIEW icon** to view the agreement. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Select the performance agreement you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Another - Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/iJIGNnZ0kIx6GC42-pm-create-pm-agreement-employees-another-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the other employee's performance agreement. ![PM Create PM agreement employees – Another - Agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/qj3wwQ0CZJUy3ltJ-pm-create-pm-agreement-employees-another-agreement.png)
[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu) # Objective-Setting Phase [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)[![PM Phases Step 2.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/scaled-1680-/CohWXeeT08DADD0B-pm-phases-step-2.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/CohWXeeT08DADD0B-pm-phases-step-2.png) ### The Objective-Setting Phase Explained When creating a performance agreement, it is important to understand the **WHY**. Why is it important to set objectives? The answer is simple: to bring **clarity**. Having a clearly outlined goal makes it easier for managers and employees alike to achieve success. For helpful tips on approaching the objective-setting phase, please visit the [**Before You Start**](https://signature.signifyhr.co.za/books/performance-management-sq2/page/before-you-start "Before You Start") page. The following guide will help you in setting your objectives, and will assume you are using all of the following **sections** in a performance agreement: - **Primary Goals** - Perspectives (optional) - Key Performance Areas - Key Performance Indicators - **Stretch Goals (optional)** - Perspectives (optional) - Key Performance Areas - Key Performance Indicators - **Values and Behaviours (optional)** - **Leadership Behaviours (optional)** - **Key Competencies (optional)** The **Performance Management** module is modular and can be configured to suit your unique performance management processes. For examples of how different combinations of review setup settings work, or of different performance management configurations, please see the [**Tips and Use Cases**](https://signature.signifyhr.co.za/books/performance-management-sq2/chapter/chapter-5-tips-and-use-cases "Tips and Use Cases") chapter. [![PM Performance agreement sections.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/1pjhifpctqSUdh74-pm-performance-agreement-sections.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) Below is an example of a complete performance agreement that uses all available sections. - It has been populated with **perspectives**, **KPAs**, **KPIs**, and assigned **weights**. - The **side menu** provides an overview of the performance agreement and allows easy **navigation** between its sections. [![PM - Example of a Performance Agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/scaled-1680-/J5SsJMMrLWd91pki-pm-example-of-a-performance-agreement.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/J5SsJMMrLWd91pki-pm-example-of-a-performance-agreement.png) ### Our Example's Settings Based on your review setup, you may be using some (or all) of the aforementioned performance agreement sections. ***Not all sections are mandatory***. If a section (such as Stretch Goals) or a feature (such as Perspectives) does not apply to your review setup, you can skip its tutorial and proceed to the next step. For our example, the following review setup settings have been enabled: [![PM Example Review Setup - Dual Participation.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Y7ZiFp01ZlC5W0N7-pm-example-review-setup-dual-participation.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) Additionally, the automatic distribution of item weights has been enabled for all settings: [![PM Create Blank Agreement - Auto-distribute Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YpgZhXKQnhOQ8nr3-pm-create-blank-agreement-auto-distribute-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) The setting to add or delete items on a list (such as the Values and Behaviours list) has been disabled: [![PM Create Blank Agreement - Add or Edit List Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/6r6dGKuAYaUbRKoA-pm-create-blank-agreement-add-or-edit-list-items.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### How to Complete the Objective-Setting Phase Expand the following collapsible blocks to learn more.
PRIMARY GOALS #### Primary Goals ##### Overview of the process [![PM Objective Setting - Primary Goals overview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/dblItZdqbAH0KEA4-pm-objective-setting-primary-goals-overview.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/UICFVpUjpoZCwiHZ-pm-objective-setting-primary-goals-overview.png) ##### Add perspectives - For this tutorial, we will assume you selected **Create Blank** when creating the performance agreement. [![PM Create PM agreement employees – Blank – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/w6NLqkBJ2abHvZGD-pm-create-pm-agreement-employees-blank-start.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The blank performance agreement will be populated with the sections that have been activated in the review setup's configuration. Please note, the **red headings** in the menu on the left show that information is missing, such as missing perspectives, KPAs, KPIs, or unbalanced weights. The weights of unbalanced sections will also flash red. [![PM Create PM agreement employees – Blank – Start.png](https://media3.giphy.com/media/v1.Y2lkPTc5MGI3NjExYXV4anB6anJjd2RnbHVjNzg1aWxhcGowNjdmOTB2eHhkaHN3cWU5aiZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/8m9ibcg0SWuvw5JvlC/giphy.gif)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **+PERSPECTIVE** to add a perspective. [![PM Create Blank Agreement - Add Perspective.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/EVBi9a87vHnPZ99N-pm-create-blank-agreement-add-perspective.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Select a perspective which has been loaded to the **Master Data Library**. [![PM Create Blank Agreement - Perspective Library.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/CM0EVrnLXyrDvjiy-pm-create-blank-agreement-perspective-library.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Assign a weight to the perspective, then click **SAVE ADD NEW** to continue adding more perspectives. [![PM Create Blank Agreement - Perspective Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/f8QdmmfHV34TFcUZ-pm-create-blank-agreement-perspective-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Once you have finished adding all the perspectives, your agreement should look something like this: [![PM Create Blank Agreement - Perspectives Added.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ACjxn6C9iznn4WAT-pm-create-blank-agreement-perspectives-added.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Ensure all the perspective weights in this section add up to 100%. - To delete a perspective, hover over its title, then click the dustbin icon. [![PM Create Blank Agreement - Perspectives Deletion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/l9QVqnMFPYueX6gD-pm-create-blank-agreement-perspectives-deletion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A perspective can be tagged for discussion with your manager by clicking the tag icon. [![PM Create Blank Agreement - Tag Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/kACYPLsi3EGbLuVN-pm-create-blank-agreement-tag-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their system inbox regarding your query. [![PM Create Blank Agreement - Discussion with Manager.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/uqu2qALCSQrE9VJk-pm-create-blank-agreement-discussion-with-manager.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Documents linked to a specific performance agreement item can be viewed by clicking on the folder icon. [![PM Create Blank Agreement - View Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/BTBJFn4sPQpGR60x-pm-create-blank-agreement-view-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Linked documents will display in the table on the **Documents** screen. [![PM Create Blank Agreement - Uploaded Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/XmhoDmPaSTHsXUEO-pm-create-blank-agreement-uploaded-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ##### Add KPAs - Click **+KEY PERFORMANCE AREA** to add a KPA. [![PM Create Blank Agreement - Add KPA.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Ycf7nbv01epIQ3Ku-pm-create-blank-agreement-add-kpa.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Either type your own KPA or select one from the **Master Data Library**. [![PM Create Blank Agreement - KPA Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/R8bBrfxKWirZ5Rwo-pm-create-blank-agreement-kpa-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If using **Master Data Library** items, click on the hand icon to search for a KPA. [![PM Create Blank Agreement - KPA Library.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/S8yokEEzPIylybw7-pm-create-blank-agreement-kpa-library.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on the KPA you would like to **link**. [![PM Create Blank Agreement - KPA Library Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/E1ykdJF4j1YcUEYG-pm-create-blank-agreement-kpa-library-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Assign a **weight**. Click **SAVE ADD NEW** to keep adding additional KPAs for this perspective, or **SAVE** if you are done. [![PM Create Blank Agreement - KPA Save.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/LMwD5XDHoUOUeUqx-pm-create-blank-agreement-kpa-save.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Ensure all the weights of the KPAs linked to a specific perspective add up to 100%. - To **delete** a KPA, hover over its title, then click the dustbin icon. [![PM Create Blank Agreement - KPA Deletion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ctHW1lz814AQ8ojX-pm-create-blank-agreement-kpa-deletion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A KPA can be **tagged** for discussion with your manager by clicking the tag icon. [![PM Create Blank Agreement - KPA Tag Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ivwDWaozN6tRoN0O-pm-create-blank-agreement-kpa-tag-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their **system inbox** regarding your query. [![PM Create Blank Agreement - KPA Discussion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PoeUNFBVxTf4ets9-pm-create-blank-agreement-kpa-discussion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Documents** linked to a specific KPA can be **viewed** by clicking on the folder icon. [![PM Create Blank Agreement - KPA View Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/hY9UGkemRxUO6hNf-pm-create-blank-agreement-kpa-view-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Linked **documents** will **display** in the table on the **Documents** screen. [![PM Create Blank Agreement - Uploaded Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/XmhoDmPaSTHsXUEO-pm-create-blank-agreement-uploaded-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ##### Add KPIs - Click the plus icon next to **KEY PERFORMANCE INDICATOR** to add a KPI. [![PM Create Blank Agreement - Add KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/f2HHGnnbPOwxzwrC-pm-create-blank-agreement-add-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Either type your own KPI or select one from the **Master Data Library**. [![PM Create Blank Agreement - Add KPI Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/szKTTw38STMFklK7-pm-create-blank-agreement-add-kpi-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If using **Master Data Library** items, click on the hand icon to **search** for a KPI. [![PM Create Blank Agreement - Add KPI from Library.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/FobpuMCu19vZwX65-pm-create-blank-agreement-add-kpi-from-library.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on the KPI you would like to **link**. [![PM Create Blank Agreement - Select KPI from Library.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/QztPDzUArnvREi2l-pm-create-blank-agreement-select-kpi-from-library.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the **weights are automatically distributed** (based on your review setup's settings), the KPI's weight will be calculated automatically. [![PM Create Blank Agreement - Auto-distribute Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YpgZhXKQnhOQ8nr3-pm-create-blank-agreement-auto-distribute-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If this setting is switched off, you should assign a weight to this KPI. For more information on review setup settings, click [here](https://signature.signifyhr.co.za/link/2544#bkmrk-sections "Sections of a Performance Agreement"). - If a **rating scale** has been configured on your review setup's settings, you can click to insert this pre-saved rating scale, or choose to construct your own. For more information on rating scales, click [here](https://signature.signifyhr.co.za/link/2544#bkmrk-sections "Sections of a Performance Agreement"). - If **interpolation** has been activated for this review setup, you can choose to interpolate the scores of this KPI if required. - For example, if the KPI requires selling more than 10 cars a month, you can use interpolation to calculate the scores of employees who sold 13, 20, 30, or 40 cars a month. - During the **Rating phase**, you would enter how many cars were sold, and the system would automatically calculate a rating for this KPI. - For more information on how this works, click [here](https://signature.signifyhr.co.za/books/performance-management-sq2/page/settings-explained-create-or-edit-review-setup#bkmrk-setting-name "Interpolation"). [![PM Create Blank Agreement - Interpolation.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Fw1ZlWtAKemYl5vF-pm-create-blank-agreement-interpolation.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **SAVE ADD NEW** to keep adding additional KPIs for this perspective, or **SAVE** if you are done. [![PM Create Blank Agreement - Save KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/gu0CfiOOtzxh4ycE-pm-create-blank-agreement-save-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Check to ensure the KPI **weights** are **balanced** for this section. There are two possible settings for KPI weights: - The **Key Performance Indicator weights must add up to 100% per Key Performance Area** setting is on, as shown in our example, and you need to adjust the weights accordingly (if the auto-distribute weights setting has been switched off). [![PM Create Blank Agreement - Auto-distribute Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YpgZhXKQnhOQ8nr3-pm-create-blank-agreement-auto-distribute-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ***OR*** - - The **Key Performance Indicator weights must sum to 100% across the entire section** setting is on, and you need to adjust the weights accordingly (if the auto-distribute weights setting has been switched off). ***[![PM Create Blank Agreement - KPIs in Section add up to 100.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/54yJoQKtxG5bDMce-pm-create-blank-agreement-kpis-in-section-add-up-to-100.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)*** *If you are unsure which setting is active, please contact your performance management administrator.* [![PM Create Blank Agreement - KPI Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/IvvPtsgKvDGyli0P-pm-create-blank-agreement-kpi-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - To **delete** a KPI, hover over it and click the dustbin icon. [![PM Create Blank Agreement - Delete KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/MlnEJ1RnSsScDc3Z-pm-create-blank-agreement-delete-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A KPI can be **tagged** for discussion with your manager by clicking the tag icon. [![PM Create Blank Agreement - KPI Tag Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/TMRQGCOSFUOfVYbW-pm-create-blank-agreement-kpi-tag-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their **system inbox** regarding your comment or query. [![PM Create Blank Agreement - KPA Discussion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PoeUNFBVxTf4ets9-pm-create-blank-agreement-kpa-discussion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Hovering over a KPI will show its **activities**, **measures**, and **ratings**. [![PM Create Blank Agreement - KPI Activities, Measures, Ratings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/71SbiCQzkBY8LFId-pm-create-blank-agreement-kpi-activities-measures-ratings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Documents** linked to a specific KPI can be **viewed** by clicking on the folder icon. [![PM Create Blank Agreement - KPI View Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/LRXeTLtKGqx617pn-pm-create-blank-agreement-kpi-view-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Linked **documents** will **display** in the table on the **Documents** screen. [![PM Create Blank Agreement - KPI View Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/d22nlAt4QdyWgVoy-pm-create-blank-agreement-kpi-view-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **UPLOAD** to upload a document linked to a specific KPI. [![PM Create Blank Agreement - KPI Upload Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/iDg6zRKmwDZF5rCk-pm-create-blank-agreement-kpi-upload-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **LINK DOCUMENT** to link a document from an external storage location, such as Google Drive, OneDrive, or SharePoint. [![PM Create Blank Agreement - KPI Link Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/GmbyJfGZ6LIQthpD-pm-create-blank-agreement-kpi-link-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Back on the objective setting screen, click to link an **action plan** to a specific KPI. [![PM Create Blank Agreement - KPI Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/bPpFcd8FHrVycgkr-pm-create-blank-agreement-kpi-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **details** of the **action plan** can be captured on the pop-up screen. [![PM Create Blank Agreement - KPI Action Plan Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ACnPEIXlLV1adKnc-pm-create-blank-agreement-kpi-action-plan-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If training is required for this KPI, a training intervention can be linked from the **Training Intervention Library**. [![PM Create Blank Agreement - KPI Action Plan - Training Required.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/xNdfqB8ykko4ethp-pm-create-blank-agreement-kpi-action-plan-training-required.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **comment** may be added to a KPI by the manager or the employee. - It is important to ensure your weights for this section are correct. [![PM Performance Agreement Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-03/6MXxJCerj4e8b4cY-pm-performance-agreement-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If your weights of perspectives, KPAs, or KPIs are unbalanced, you will receive the following error message when attempting to submit your objectives: [![PM Create Blank Agreement - Incorrect Weights at KPI or KPA level.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/wbnlZeU6ZKKh3sGc-pm-create-blank-agreement-incorrect-weights-at-kpi-or-kpa-level.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)
STRETCH GOALS #### Stretch Goals ##### Overview of the process [![PM Objective Setting - Stretch Goals overview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/IKh35QjrvfGO19k4-pm-objective-setting-stretch-goals-overview.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/ivWZbUVt3epHE62B-pm-objective-setting-stretch-goals-overview.png) ##### Add perspectives The process for adding perspectives in the Stretch Goals section is the same as Primary Goals. Click [here](https://signature.signifyhr.co.za/books/performance-management-sq2/page/objective-setting-phase#bkmrk-add-perspectives "Add perspectives") to jump to the tutorial. ##### Add KPAs The process for adding KPAs in the Stretch Goals section is the same as Primary Goals. Click [here](https://signature.signifyhr.co.za/books/performance-management-sq2/page/objective-setting-phase#bkmrk-add-kpas "Add KPAs") to jump to the tutorial. ##### Add KPIs The process for adding KPIs in the Stretch Goals section is the same as Primary Goals. Click [here](https://signature.signifyhr.co.za/books/performance-management-sq2/page/objective-setting-phase#bkmrk-add-kpishttps://signature.signifyhr.co.za/books/performance-management-sq2/page/objective-setting-phase%23bkmrk-add-kpis "Add KPIs") to jump to the tutorial. For more information regarding the settings used to configure Stretch Goals, click [here](https://signature.signifyhr.co.za/link/2544#bkmrk-stretch-goals "Stretch Goals Settings"). Once completed, your Stretch Goals section may look similar to our example below: [![PM Create Blank Agreement - Stretch Goals.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YdQnuSGFkzHEG1Pw-pm-create-blank-agreement-stretch-goals.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)
VALUES AND BEHAVIOURS #### Values and Behaviours The objectives in this section are **automatically populated** when the performance agreement is created. For more information regarding the **settings** used to configure Values and Behaviours, click [here](https://signature.signifyhr.co.za/link/2544#bkmrk-%C2%A0-5 "Values and Behaviours Settings"). Once completed, your **Values and Behaviours section** may look similar to our example below: [![PM Create Blank Agreement - Values and Behaviours.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/3jsP7T9SwMASmqOr-pm-create-blank-agreement-values-and-behaviours.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the **addition or deletion** of items to the list has been enabled, you may link additional items to the performance agreement. Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**. You can hover over an item and click the dustbin icon to **delete** it. In our example, this setting has been disabled. [![PM Create Blank Agreement - Add or Edit List Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/6r6dGKuAYaUbRKoA-pm-create-blank-agreement-add-or-edit-list-items.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the **auto-distribution of weights** setting has been enabled, the system will automatically assign a weight to each item in the list. However, if this setting has been disabled, please ensure the **weights** of the items in this list add up to 100%. In our example, this setting has been enabled. [![image.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/CMVERx6tfsLO65r0-image.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A Values and Behaviours item can be **tagged** for discussion with your manager by clicking the tag icon. [![PM Create Blank Agreement - Values and Behaviours - Tag Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/leISl0Woq4zbVkcw-pm-create-blank-agreement-values-and-behaviours-tag-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their **system inbox** regarding your comment or query. [![PM Create Blank Agreement - KPA Discussion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PoeUNFBVxTf4ets9-pm-create-blank-agreement-kpa-discussion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Documents** linked to a specific Values and Behaviours item can be **viewed** by clicking on the folder icon. [![PM Create Blank Agreement - Values and Behaviours - View Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/dVm2YRdjwfHiMIFA-pm-create-blank-agreement-values-and-behaviours-view-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Linked **documents** will **display** in the table on the **Documents** screen. [![PM Create Blank Agreement - KPI View Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/d22nlAt4QdyWgVoy-pm-create-blank-agreement-kpi-view-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **UPLOAD** to upload a document. [![PM Create Blank Agreement - KPI Upload Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/iDg6zRKmwDZF5rCk-pm-create-blank-agreement-kpi-upload-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **LINK DOCUMENT** to link a document from an external storage location, such as Google Drive, OneDrive, or SharePoint. [![PM Create Blank Agreement - KPI Link Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/GmbyJfGZ6LIQthpD-pm-create-blank-agreement-kpi-link-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Back on the objective setting screen, click to link an **action plan** to a specific Values and Behaviours item. [![PM Create Blank Agreement - Values and Behaviours - Link Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/iROWsLLsg3HpTgpb-pm-create-blank-agreement-values-and-behaviours-link-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **details** of the **action plan** can be captured on the pop-up screen. [![PM Create Blank Agreement - KPI Action Plan Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ACnPEIXlLV1adKnc-pm-create-blank-agreement-kpi-action-plan-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If training is required for this Values and Behaviours item, a training intervention can be linked from the **Training Intervention Library**. [![PM Create Blank Agreement - KPI Action Plan - Training Required.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/xNdfqB8ykko4ethp-pm-create-blank-agreement-kpi-action-plan-training-required.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **comment** may be added to a Value or Behaviour by the manager or the employee.
LEADERSHIP BEHAVIOURS #### Leadership Behaviours The objectives in this section are **automatically populated** when the performance agreement is created. For more information regarding the **settings** used to configure Leadership Behaviours, click [here](https://signature.signifyhr.co.za/link/2544#bkmrk-leadership-behaviour "Leadership Behaviours Settings"). Once completed, your **Leadership Behaviours section** may look similar to our example below: [![PM Create Blank Agreement - Leadership Behaviours.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/JQSgMRNeERKrYee6-pm-create-blank-agreement-leadership-behaviours.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the **addition or deletion** of items to the list has been enabled, you may link additional items to the performance agreement. Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**. You can hover over an item and click the dustbin icon to **delete** it. In our example, this setting has been disabled. [![PM Create Blank Agreement - Add or Edit List Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/6r6dGKuAYaUbRKoA-pm-create-blank-agreement-add-or-edit-list-items.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the **auto-distribution of weights** setting has been enabled, the system will automatically assign a weight to each item in the list. However, if this setting has been disabled, please ensure the **weights** of the items in this list add up to 100%. In our example, this setting has been enabled. [![image.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/CMVERx6tfsLO65r0-image.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A Leadership Behaviours item can be **tagged** for discussion with your manager by clicking the tag icon. [![PM Create Blank Agreement - Leadership Behaviours - Tag Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/npGiLuok7a9Un1kJ-pm-create-blank-agreement-leadership-behaviours-tag-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their **system inbox** regarding your comment or query. [![PM Create Blank Agreement - KPA Discussion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PoeUNFBVxTf4ets9-pm-create-blank-agreement-kpa-discussion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Documents** linked to a specific Leadership Behaviours item can be **viewed** by clicking on the folder icon. [![PM Create Blank Agreement - Leadership Behaviours - View Documents.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/KnNpoEVVdf1pXi2F-pm-create-blank-agreement-leadership-behaviours-view-documents.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Linked **documents** will **display** in the table on the **Documents** screen. [![PM Create Blank Agreement - KPI View Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/d22nlAt4QdyWgVoy-pm-create-blank-agreement-kpi-view-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **UPLOAD** to upload a document. [![PM Create Blank Agreement - KPI Upload Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/iDg6zRKmwDZF5rCk-pm-create-blank-agreement-kpi-upload-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **LINK DOCUMENT** to link a document from an external storage location, such as Google Drive, OneDrive, or SharePoint. [![PM Create Blank Agreement - KPI Link Documents Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/GmbyJfGZ6LIQthpD-pm-create-blank-agreement-kpi-link-documents-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Back on the objective setting screen, click to link an **action plan** to a specific Leadership Behaviours item. [![PM Create Blank Agreement - Leadership Behaviours - Link Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/25EPY3z4vJyhqVju-pm-create-blank-agreement-leadership-behaviours-link-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **details** of the **action plan** can be captured on the pop-up screen. [![PM Create Blank Agreement - KPI Action Plan Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ACnPEIXlLV1adKnc-pm-create-blank-agreement-kpi-action-plan-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If training is required for this Leadership Behaviours item, a training intervention can be linked from the **Training Intervention Library**. [![PM Create Blank Agreement - KPI Action Plan - Training Required.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/xNdfqB8ykko4ethp-pm-create-blank-agreement-kpi-action-plan-training-required.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **comment** may be added to a Leadership Behaviour by the manager or the employee.
KEY COMPETENCIES #### Key Competencies The settings governing the **Key Competencies** section is explained [here](https://signature.signifyhr.co.za/link/2544#bkmrk-key-competencies "Key Competencies Settings"). - Click to link key competencies to the performance agreement. [![PM Create Blank Agreement - Add Key Competencies Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/OMb9FkTyCtBSxAvl-pm-create-blank-agreement-add-key-competencies-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A key competency can be selected from the **Master Data Library**, or you can type your own. [![PM Create Blank Agreement - Add Key Competencies.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/I9UuIKjmz29iwkj9-pm-create-blank-agreement-add-key-competencies.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Add a **description**, appropriate **measures**, and a **rating scale** for this competency. - Click to activate **interpolation** for this item. - Click **SAVE ADD NEW** to add an additional item, or click **SAVE** if you are done. - Once you have completed the key competencies section, your performance agreement may look something like this: [![PM Create Blank Agreement - Key Competencies.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/nl5nJdcZH2q3j5p5-pm-create-blank-agreement-key-competencies.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Documents may be linked to key competency items, as well as action plans. - A comment may be added to a Key Competency by the manager or the employee.
ACTION PLAN #### Action Plan An action plan can be linked to a performance agreement, with actionable steps and milestones to track progress. - To create an action plan, click **+ACTION.** A previous action plan item may also be copied to the current performance agreement. [![PM Create Blank Agreement - Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ByiZOhN6JjRPykrh-pm-create-blank-agreement-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **details** of the **action plan** can be captured on the pop-up screen. [![PM Create Blank Agreement - Add Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/3XXmmZdMOQtFpgSH-pm-create-blank-agreement-add-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If training is required for this action plan, a training intervention can be linked from the **Training Intervention Library**, or you may type your own. [![PM Create Blank Agreement - KPI Action Plan - Training Required.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/xNdfqB8ykko4ethp-pm-create-blank-agreement-kpi-action-plan-training-required.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)
GENERAL COMMENTS #### General Comments General comments, from the employee as well as the manager, can be made on the performance agreement. Click **+GENERAL COMMENT** to add a new comment. [![PM Create Blank Agreement - General Comments.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/BVOBSe1PPppqFuhP-pm-create-blank-agreement-general-comments.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)
### Submitting Your Objectives To ensure you are ready to submit your objectives, ask yourself the following questions: - [ ] Have you completed all the sections of the performance agreement with suitable objectives? - [ ] Does each objective have the correct weight assigned? - [ ] Are the weights for each section correct? - [ ] Have you uploaded supporting documents for your objectives where needed? - [ ] Have you added comments to your objectives where needed? - [ ] Have you added action plans to specific objectives where needed? - [ ] If applicable, have you added a general action plan to the performance agreement? - [ ] If necessary, have you added general comments to the performance agreement? If you have gone through this list and double-checked your performance agreement, you can use the toolbar at the bottom of the screen to finalise your objectives: [![PM Create Blank Agreement - Next Steps.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/sk3fhbd2a0Vgyrlp-pm-create-blank-agreement-next-steps.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you would like to edit the section weights of the performance agreement, click **EDIT SECTION WEIGHTS**. [![PM Create Blank Agreement - Edit Section Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/qRHZeXVkfZKhP21S-pm-create-blank-agreement-edit-section-weights.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you would like to view or print the performance agreement, click **VIEW/PRINT**. The performance agreement will open in a new tab. [![PM Create Blank Agreement - View or Print.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/jnaj2ULHUHXMvt87-pm-create-blank-agreement-view-or-print.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The performance agreement can be exported to Excel as a spreadsheet by clicking **EXPORT**. [![PM Create Blank Agreement - Export to Excel.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ABgalDuXidP1A6SI-pm-create-blank-agreement-export-to-excel.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Save** the document. [![PM Create Blank Agreement - View or Print - Export.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/gafzubP1g3B01FTD-pm-create-blank-agreement-view-or-print-export.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Print** the document using the print dialogue. [![PM Create Blank Agreement - Print Agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/owOEI7daWziAtQTs-pm-create-blank-agreement-eprint-agreement.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Back on the performance agreement screen, click **SUBMIT OBJECTIVES** if you are ready to submit the performance agreement for approval. [![PM Create Blank Agreement - Submit Objectives.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/qDzUOrhsep7L6w3y-pm-create-blank-agreement-submit-objectives.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A confirmation message will appear, indicating that your performance manager will be notified of your submission. Click the **I acknowledge & agree** toggle, then click **SUBMIT**. [![PM Create Blank Agreement - Submit Objectives Confirmation.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/VunOYzxtkfRVIFPD-pm-create-blank-agreement-submit-objectives-confirmation.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee's **Performance Management** dashboard will indicate that they have successfully **submitted their objectives**. [![PM Employee Dashboard](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/W4pGCOFFbrXdpQ4o-screenshot-2026-02-24-143724.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Upon submitting their objectives, the employee's performance manager will receive the following **email** automatically: [![PM Manager Email Received](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/es2IFuhjkViiJ9de-screenshot-2026-02-24-144252.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If the manager navigates to their **Performance Management** dashboard, they will see that their next step is to complete the objective-setting phase. Next to the employee's performance summary, the manager can click **CONTINUE**. [![PM Manager Dashboard](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/phA1jiUHHT9jrMD7-screenshot-2026-02-24-143805.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The performance manager can **review** the performance agreement, make necessary edits, submit comments, initiate discussions, and adjust weights as needed. [![PM Manager Review PM Agreement](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HnON3w4zH7WmtqLV-screenshot-2026-02-24-143848.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Once they have finished their reviews, they can click **SUBMIT OBJECTIVES**. [![PM Create Blank Agreement - Submit Objectives.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/qDzUOrhsep7L6w3y-pm-create-blank-agreement-submit-objectives.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A confirmation message will appear, indicating that the objectives will be locked for editing. Toggle the **I acknowledge & agree** switch to select, then click **SUBMIT**. [![PM Manager Submit Objectives Confirmation](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/UdMjgIrWQnAztzB1-screenshot-2026-02-24-143920.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee will then receive this **email**, indicating that the manager has approved their objectives: [![PM Objectives Approved by Manager - Employee Email](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/coS40sD3cyOENQeo-screenshot-2026-02-24-144322.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The manager's dashboard will show that the performance agreement has moved to the next phase, which is the **Check-In Phase**. [![Screenshot 2026-02-24 152047.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Aty6uBbJkqfFG4KM-screenshot-2026-02-24-152047.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Editing Your Objectives - The employee will be unable to **modify their objectives** unless the manager clicks **MODIFY OBJECTIVES** on their **Performance Management** dashboard. Hover over the three dots next to the employee's profile picture to access this menu. [![PM Manager to Modify Objectives](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/OfJVWhz8077CgjWx-screenshot-2026-02-24-151650.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Modifying the objectives will **unapprove** them, allowing the employee to **modify** and resubmit them. The manager must then **reapprove** them. Click the **I acknowledge & agree** toggle, then click **SUBMIT**. [![PM Manager to Modify Objectives Approval Screen](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/A3C2qaKEnRf4P36f-screenshot-2026-02-24-151812.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee will also receive an **email** notifying them that their performance manager has modified the objective settings. [![PM Modify Objectives Employee's Email.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/VpY4rcLryMgJqMJC-pm-modify-objectives-employees-email.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Viewing or Printing the Performance Agreement - If you would like to view or print the performance agreement, hover over the three dots next to the employee's profile picture to access this menu. Click **VIEW/PRINT**. [![PM Manager to Modify Objectives](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/OfJVWhz8077CgjWx-screenshot-2026-02-24-151650.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The performance agreement will open in a new tab. [![PM Agreement - View or Print.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/MTfg1Ofs87wxy8o8-pm-agreement-view-or-print.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The performance agreement can be exported to Excel as a spreadsheet by clicking **EXPORT**. [![PM Create Blank Agreement - Export to Excel.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ABgalDuXidP1A6SI-pm-create-blank-agreement-export-to-excel.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Save** the document. [![PM Create Blank Agreement - View or Print - Export.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/gafzubP1g3B01FTD-pm-create-blank-agreement-view-or-print-export.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **Print** the document using the print dialogue. [![PM Create Blank Agreement - Print Agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/owOEI7daWziAtQTs-pm-create-blank-agreement-eprint-agreement.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Next Steps The next phase of the performance management process has started: the **Check-In Phase**. Your performance manager may contact you to discuss your performance during a check-in. Use this time wisely and ensure check-ins happen regularly. For more information, proceed to the next part of this chapter. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Check-In Phase [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)[![PM Phases Step 3.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/hsZbeJgl056saQDi-pm-phases-step-3.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/CohWXeeT08DADD0B-pm-phases-step-2.png) ### The Check-In Phase Explained Once performance objectives have been submitted and approved, the **Check-In Phase** will start. This is an integral part of the performance management process, as it provides time for employees to work on achieving the objectives in their performance agreements, while managers can monitor their progress and provide feedback. The **Performance Management** module's check-in functionality works best when paired with one-on-one discussions between employees and managers. By digitally recording content from check-ins, employees have a reference point, and managers can efficiently track the employee's progress. However, check-ins in the **Performance Management** module are not mandatory and can be disabled. Remember, a performance management process is not one-size-fits-all; it is imperative that employees and managers discuss how they will approach it. ### Activating Check-Ins - As an administrator or a person with access, navigate to the **Performance Management** module. [![PM Performance Management Dashboard for Managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ZYk8MrHJqLYBR1w1-pm-performance-management-dashboard-for-managers.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on the **Setup and Configuration** menu. [![PM Setup and Configuration Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/O4sSn7Htk1P6u3t4-pm-setup-and-configuration-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on **Product Setup**. [![PM Product Setup Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/IXhcNuEaTbzGgSkh-pm-product-setup-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on the **Review Years** tab. [![PM Review Years Tab.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/BpeasT3cy70YzAp3-pm-review-years-tab.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click the **review year** to which the review setup is linked that you would like to activate check-ins for. [![PM List of Review Years on the System.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/R8I0rUoGsG9i8Dcz-pm-list-of-review-years-on-the-system.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **Details** screen of the review year will appear. Click **Review Setups** in the menu on the left. [![PM Details of Selected Review Year.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/vZkokjYqUMFafbVI-pm-details-of-selected-review-year.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click on the **review setup** you would like to activate check-ins for. [![PM Linked Review Setups to Review Year.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/MqqgmbKyZilM7lPv-pm-linked-review-setups-to-review-year.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **review periods** for the review setup will appear. Toggle the switch next to check-ins to activate or deactivate check-ins. [![PM Activate Check-Ins Setting.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/SfQbxb8AXpXvahBk-pm-activate-check-ins-setting.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **SAVE** when you are done. [![PM Edit Review Period's Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ggqeze9wTYflCkKD-pm-edit-review-periods-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Conducting a Check-In For our example, we will assume that Emily Collins, the performance manager, will kick off the check-in phase with her reportee, Christoph Sutherland. [![Emily Collins and Christoph Sutherland PM](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HVAk8S7UI9AmpcI3-chatgpt-image-feb-25-2026-07-24-59-am.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The manager should navigate to the **Performance Management** dashboard and find the employee's contract under the **My Team** tab. [![PM Performance Management Dashboard for Managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ZYk8MrHJqLYBR1w1-pm-performance-management-dashboard-for-managers.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **CHECK-IN**. [![PM Manager Check-In Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/gRUrxhAq4LDyBmOa-pm-manager-check-in-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee's performance agreement will open. At the top of the screen, the check-in statistics banner will provide the following information: [![PM Check-In Statistics Banner.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/3G2dKKtrs9k3jlla-pm-check-in-statistics-banner.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - - The number of objectives to discuss. - The number of objectives that were discussed during the last two weeks during a check-in. - The number of objectives that were discussed more than two weeks ago during a check-in. - The number of objectives for which no check-in has been done yet. ***The manager does not need to review all the objectives at each check-in. Select a few objectives and provide feedback, then select another set of objectives for the next check-in.*** - The **menu** on the left can be used for navigation. [![PM Check-In Left-hand Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/MsAkhSNrrqTwyZ9V-pm-check-in-left-hand-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The centre section contains all the **objectives** of the performance agreement, the date of the last review, and comments from the manager and the employee. [![PM Check-In Objectives Section.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/FACJ4UOKzyDTMbqb-pm-check-in-objectives-section.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - To add a **comment** on an objective during a check-in, click on the desired KPI. [![PM Check-In Objectives to be Discussed.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/J6VAxgyp6MPWnzeZ-pm-check-in-objectives-to-be-discussed.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **check-in menu** will appear. Click to rate whether the employee is on track with this KPI, then record your comments. Once you have reviewed the feedback and you are satisfied, click **SAVE**. - Please note that the manager may record **private comments** for their own record-keeping, which will not be displayed to the employee. [![PM Check-In Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YGZKD0sTWUHmGOGt-pm-check-in-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **message** will confirm that the comment has been successfully saved. [![PM Check-In Successful Comments.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/4pdYgtzCIFUzBsTU-pm-check-in-successful-comments.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you would like to **edit** a previous check-in comment, click on the KPI where you have entered the comment. When the check-in screen appears, click **EDIT LAST COMMENT**. [![PM Check-In Edit Last Comment.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/X7eIiPt6qLzrYynD-pm-check-in-edit-last-comment.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Adjust your check-in comments as necessary, then click **SAVE**. [![PM Check-In Edit and Save Comment.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/FH9xH2eambNzFT0U-pm-check-in-edit-and-save-comment.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your **historical comments** will be displayed when you click on the KPI. [![PM Check-In Historical Comments.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/A26fd7Cx4k0wYsZd-pm-check-in-historical-comments.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Historical comments, the last check-in date, and the previous rating will display on the main check-ins screen. [![PM Check-In Main Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/e1I6XOx36Xb3X7ze-pm-check-in-main-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Reviewing a Check-In - From the employee's perspective, their **Performance Management** dashboard will notify them that their manager has conducted a check-in. The employee can click the **CHECK-IN** button to view their manager's comments. [![PM Check-Ins Employee Dashboard.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ixuFBYwlxkDbK8ni-pm-check-ins-employee-dashboard.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - When opening their performance agreement, the employee will see the check-in statistics banner, the navigation menu, and their objectives. [![PM Check-In Employee Check-In Main Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/6wwqWClHFAEyAtrD-pm-check-in-employee-check-in-main-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee can **review** their manager's comments and **add** their own comments to each objective. Click a KPI to open the check-in menu. [![PM Check-In Employee Check-In Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/NiARY0cwP0o99WGs-pm-check-in-employee-check-in-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Add your own comment, then click **SAVE**. Your comment will display on the main check-in screen. [![PM Communications Check-In Employee's Comments.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/unnhYQZYIjQft9yk-pm-communications-check-in-employees-comments.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - To edit your comment on an objective, click the KPI and then click **EDIT LAST COMMENT**. [![PM Check-In Employee Check-In Edit Last Comment.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HhlGdXbOtggWTLK8-pm-check-in-employee-check-in-edit-last-comment.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Update your comment, then click **SAVE**. - Click **BACK TO DASHBOARD** to return to the **Performance Management** dashboard. [![PM Communications Check-In Employee's Comments.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/unnhYQZYIjQft9yk-pm-communications-check-in-employees-comments.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The number of check-ins will appear in the dashboard's **overall summary** section. [![PM Communications Check-In in Overall Summary.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/2U4hdJwIBrXY0tTp-pm-communications-check-in-in-overall-summary.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Check-In Notification Emails The system automatically sends the following emails for check-ins: [![PM Communications Check-In Emails.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/rQ1iZwPQhX9LbwmE-pm-communications-check-in-emails.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **For managers:** - A reminder email once the **start date of the check-ins has been reached**. [![PM Communications Check-In Phase Started.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/xIHT3r2jSYinkoWx-pm-communications-check-in-phase-started.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - **For managers and employees:** - A reminder email of the **check-in deadline**. - The date when this email will be sent can be configured at the same location where check-ins can be activated or deactivated. - Managers' emails will look like this: [![PM Communications Check-In Phase Deadline Managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Q5sRlfvlEfhUR5Uz-pm-communications-check-in-phase-deadline-managers.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - - - Employees' emails will look like this: [![PM Communications Check-In Phase Deadline Employees.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ZDrJ4TC6aY68W9Jl-pm-communications-check-in-phase-deadline-employees.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Next Steps The next phase of the performance management process is the **Ratings Phase**. For more information, proceed to the next part of this chapter. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Ratings Phase [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)[![PM Phases Step 4.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/LpTa4Q6nD0OEogrE-pm-phases-step-4.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/CohWXeeT08DADD0B-pm-phases-step-2.png) ### The Ratings Phase Explained The **Ratings Phase** of the performance management process focuses on evaluating the employee based on the objectives specified in their performance agreement. If the **dual participation** option is enabled in the review setup, both the employee and the manager will be involved in the rating process. However, if this option is disabled, only the manager will enter the details into the **Performance Management** module, while the employee will be able to review them. For our example, the following review setup settings have been enabled: [![PM Example Review Setup - Dual Participation.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Y7ZiFp01ZlC5W0N7-pm-example-review-setup-dual-participation.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) For our example, we will assume that Emily Collins, the performance manager, and her reportee, Christoph Sutherland, will complete the **Ratings Phase** together. [![Emily Collins and Christoph Sutherland PM](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HVAk8S7UI9AmpcI3-chatgpt-image-feb-25-2026-07-24-59-am.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) Please note: since the **dual participation** setting has been activated for our example, we will explain both the employee's and the manager's roles in the process. If this setting does not apply to your review setup, you may skip the sections explaining the employee's involvement. Moreover, Emily can complete the manager rating and the final rating simultaneously. This means Emily can view Christoph's comments for each objective while she is rating him, but not his self-rating score. ### Employee Self-Rating - The employee will start the **Ratings Phase** by completing their self-rating on each of their objectives. Navigate to the **Performance Management** dashboard, locate the performance agreement, and click the **RATE** button. [![PM Performance Management Dashboard for Managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ZYk8MrHJqLYBR1w1-pm-performance-management-dashboard-for-managers.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee's **performance agreement** will open. The left-hand menu may be used for navigation, and the objectives are listed in the centre. The summary banner at the top of the screen shows the person's average rating based on the weights for each KPI that has been rated. [![PM Ratings Start Employee's Self-Ratings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/SWgUQM4Xe57KBK2R-pm-ratings-start-employees-self-ratings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click here to start a **discussion** with your manager about a selected objective. [![PM Ratings Start Discussion.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/WKgyasGmeh4cqpVq-pm-ratings-start-discussion.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your manager will receive a message in their **system inbox**. [![PM Ratings Discussion with Manager.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HvfM2u3idJ2KlD4Y-pm-ratings-discussion-with-manager.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **RATE** to start rating an objective. [![PM Ratings Rate Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PaPNBVAichyRAI87-pm-ratings-rate-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **ratings menu** will appear. Click on a rating for the KPI, and add a suitable comment. [![PM Ratings Employee Rate and Add Comment.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Jl579zQVlbAwtxAF-pm-ratings-employee-rate-and-add-comment.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Scrolling down will display the **historical comments** from the objective-setting and check-in phases. It can be useful to review these before submitting your KPI rating. [![PM Ratings Historical Comments from Check-Ins.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/4ZyLCNOfujpvnSkM-pm-ratings-historical-comments-from-check-ins.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you are ready to submit your rating for this KPI, click **SAVE**. [![PM Ratings Employee Save Rated KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/PqQkNQIkPyghHnM2-pm-ratings-employee-save-rated-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your rating and comment will appear on the main ratings screen. [![PM Ratings Employee Rated KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/MnAk86jg4LnEueF9-pm-ratings-employee-rated-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - As you proceed through the self-rating process, your calculated **self-rating score** in the summary banner will change based on the KPI's weight in the performance agreement. [![PM Ratings Summary Changes.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Mep7i1qynlyRj5JR-pm-ratings-summary-changes.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - To modify your rating for a particular objective, click **CHANGE**. [![PM Ratings Employee Change Rated KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/GyqQ8GQ37R5l9QoM-pm-ratings-employee-change-rated-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Update your comment or rating, then click **SAVE**. [![PM Ratings Employee Completed Rating and Comment.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HJ4UzklTq5nsB6Qm-pm-ratings-employee-completed-rating-and-comment.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - For KPIs using **interpolation**, type in the actual value. The system will automatically calculate the rating for this objective, based on the configured interpolation rating scale. [![PM Ratings Phase Interpolation Rating.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/LCfiYloXHNdKgqYm-pm-ratings-phase-interpolation-rating.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Once you have rated each objective, click **APPROVE PERSON SELF-RATING**. [![PM Ratings Phase Approve Self-Rating.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/dApWcVzz6Q8I69XF-pm-ratings-phase-approve-self-rating.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **warning message** will appear, notifying the employee that submitting the ratings will lock the agreement for editing and notify their manager. To proceed, click to **acknowledge and agree**, then click **SUBMIT**. [![PM Ratings Phase Employee Submit.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/OsRJENeOePDMQwyj-pm-ratings-phase-employee-submit.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If objectives in the agreement have **not been rated**, the employee will not be able to submit their ratings. Please review the performance agreement carefully, ensure each objective has been rated, and resubmit the self-ratings. [![PM Ratings Employee Skipped Objective Error Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/qtKDfHysA9lKokjH-pm-ratings-employee-skipped-objective-error-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **manager** will receive an automated **email** from the system notifying them to proceed with the **manager ratings**. [![PM Ratings Phase Manager Email for Self-Ratings Submitted.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/dkCxWkSQapR5vapH-pm-ratings-phase-manager-email-for-self-ratings-submitted.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **employee's dashboard** will show that their performance agreement status is now completed. They can click **VIEW** to review their performance agreement as they wait for their manager to complete their ratings. [![PM Ratings Employee Dashboard Submitted Ratings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Pkt4blWAgE95GcgN-pm-ratings-employee-dashboard-submitted-ratings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Viewing the submitted performance agreement will show the rating and comment for each objective, as well as the employee's self-rating score. To modify self-ratings, click **MODIFY PERSON'S SELF-RATING**. [![PM Ratings Employee Dashboard Submitted Ratings View.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/hC2pkQ1MTTOW0SsZ-pm-ratings-employee-dashboard-submitted-ratings-view.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **warning message** will ask the employee to acknowledge and agree that their manager will be notified of these changes. To proceed, click to **acknowledge and agree**, then click **SUBMIT**. [![PM Ratings Employee Dashboard Submitted Ratings Modify.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/yPeCE03ynLOizEkE-pm-ratings-employee-dashboard-submitted-ratings-modify.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **manager** will receive an automated **email** from the system notifying them that the employee has **modified** their self-ratings. [![PM Ratings Phase Manager Email for Self-Ratings Modified.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Y8ScoSOw2UCGhoXk-pm-ratings-phase-manager-email-for-self-ratings-modified.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Manager Rating and Final Rating - The manager should navigate to the **Performance Management** dashboard and find the employee's contract under the **My Team** tab. The performance agreement's status will show that the employee has submitted their self-rating, and the manager should proceed with the manager's rating. [![PM Ratings Phase Manager Dashboard Start Ratings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/QKlUVPxqMz1af6DV-pm-ratings-phase-manager-dashboard-start-ratings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **RATE** next to the employee's performance agreement. [![PM Ratings Phase Manager Dashboard Start Ratings Rate Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/r964C7BmyKwR7kRp-pm-ratings-phase-manager-dashboard-start-ratings-rate-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The employee's **performance agreement** will open. The left-hand menu may be used for navigation, and the objectives are listed in the centre. The summary banner at the top of the screen shows the person's average rating based on the weights for each KPI that has been rated. [![PM Ratings Start Manager and Final Ratings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/A4Qq3yHLQFjLQS6z-pm-ratings-start-manager-and-final-ratings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click here to start a **discussion** with your employee about a selected objective. [![PM Ratings Phase Manager Discussion Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Hld82W3DKxvthFOj-pm-ratings-phase-manager-discussion-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Click **RATE** to start the manager's rating of an objective. [![PM Ratings Phase Manager Rating Button.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Y4pAoHLVZ2fUJqo6-pm-ratings-phase-manager-rating-button.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **ratings menu** will appear. Since the manager's rating and the final rating will be completed simultaneously, you can select a value for each rating and then provide one overall comment. Managers can also make a private comment that will not be visible to the employee. [![PM Ratings Phase Manager Ratings Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/HBkjd13wul88PNcX-pm-ratings-phase-manager-ratings-screen.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Scrolling down will display the **historical comments** from the objective-setting and check-in phases. It can be useful to review these before submitting your ratings. If you are ready to submit your rating for this KPI, click **SAVE**. [![PM Ratings Phase Manager Historical Comments from Check-Ins.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/rUHLS3TG26uHyg7b-pm-ratings-phase-manager-historical-comments-from-check-ins.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Your ratings and comments will appear on the main ratings screen. As you proceed through the rating process, your calculated **manager rating** and **final rating** **scores** in the summary banner will change based on the KPI's weight in the performance agreement. [![PM Ratings Phase Manager Summary Changes.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/B33MuOHwvbzYdiIH-pm-ratings-phase-manager-summary-changes.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - To modify your rating for a particular objective, click **CHANGE**. [![PM Ratings Phase Manager Change Rated KPI.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/jKKF657vTawGYs60-pm-ratings-phase-manager-change-rated-kpi.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Update your comment or rating, then click **SAVE**. - For KPIs using **interpolation**, type in the actual value. The system will automatically calculate the rating for this objective, based on the configured interpolation rating scale. [![PM Ratings Phase Interpolation Rating.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/LCfiYloXHNdKgqYm-pm-ratings-phase-interpolation-rating.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Once you have rated each objective, click **APPROVE FINAL RATING**. [![PM Ratings Phase Approve Manager and Final Rating.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/RUpWyou2PVhe88h6-pm-ratings-phase-approve-manager-and-final-rating.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **warning message** will appear, notifying the manager that submitting the ratings will lock the agreement for editing. To proceed, click to **acknowledge and agree**, then click **SUBMIT**. [![PM Ratings Phase Manager Submit Ratings Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/SJ2HbOCn5FOS3XfQ-pm-ratings-phase-manager-submit-ratings-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - If you have omitted a rating for an objective, an **error message** will appear. Please review the performance agreement carefully and add the missing rating(s). [![PM Ratings Phase Manager Submit Ratings Skipped Objective Error Message.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/CrPvVUCjH7wAPGbK-pm-ratings-phase-manager-submit-ratings-skipped-objective-error-message.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **employee** will receive an automated **email** from the system notifying them that their manager has submitted their **final ratings**. [![PM Ratings Phase Manager Submitted Final Ratings Email.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ET9SHJbvEgzt1poq-pm-ratings-phase-manager-submitted-final-ratings-email.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - The **manager's dashboard** will show that their employee's performance agreement status is now completed. They can hover over a specific review period to view the performance agreement. [![PM Ratings Phase Completed Phases.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/9f9WZ21FXUoZThey-pm-ratings-phase-completed-phases.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - Viewing the submitted performance agreement will show the rating and comment for each objective, as well as the three scores for this review period: - The employee's self-rating score, - The manager's rating, and - The final rating. - To modify the final ratings, click **MODIFY FINAL RATING**. [![PM Ratings Phase Completed Phases Final Rating.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Zj8p7ZoWgP7yqAIy-pm-ratings-phase-completed-phases-final-rating.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) - A **warning message** will ask the manager to acknowledge and agree that the performance agreement's ratings will be unapproved. To proceed, click to **acknowledge and agree**, then click **SUBMIT**. [![PM Ratings Manager Submitted Ratings Modify.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/QlOMQweZk68c9ENK-pm-ratings-manager-submitted-ratings-modify.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) ### Ratings Notification Emails The system automatically sends the following emails for the **Ratings Phase**: [![PM Ratings Auto Emails 1.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/atMsQaZxBL1Pmjug-pm-ratings-auto-emails-1.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) **[![PM Ratings Auto Emails 2.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/gsSd0j9flFnhuZWQ-pm-ratings-auto-emails-2.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)** ### Next Steps The first review period of the performance management cycle has been completed. If a second review period has been created for the review year, the next phase is the **Recontracting** phase. Navigate to the next section for more information. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Re-contracting Phase [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) The **Recontracting Phase** is similar to the objective-setting phase described earlier, with one key difference: a performance agreement has already been completed for the current performance year, and now a new one needs to be established. This guide assumes that you do not have an existing agreement for the current review period and that you want to create a new one. - Begin by navigating to the **Performance Management** dashboard. ![PM Dashboard (Employee).png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Q1hagynMO737QZsl-pm-dashboard-employee.png) - Click **START** to create a new performance agreement. ![PM Start creating a performance agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/UIHAMKbQP4PvM2DL-pm-start-creating-a-performance-agreement.png) - The **Performance Management** module allows **employees** to create a performance agreement in three ways. ![PM Create PM agreement options for employees.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Rx9o0GI3vWKD2g7r-pm-create-pm-agreement-options-for-employees.png) - **Managers** are offered an additional option to create a performance agreement for a reportee using a template from another team member. ![PM Create PM agreement options for managers.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/UBTyjUgcts7duwJB-pm-create-pm-agreement-options-for-managers.png) Click on the following tabs to expand the step-by-step instructions.
Create a blank agreement - Click **Create Blank** to start creating a performance agreement from the beginning. ![PM Create PM agreement employees – Blank.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/0Xwij9aR5vNCwfSS-pm-create-pm-agreement-employees-blank.png) - Click **START**. ![PM Create PM agreement employees – Blank – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/w6NLqkBJ2abHvZGD-pm-create-pm-agreement-employees-blank-start.png) - The performance agreement screen will display, showing the different sections, though it won't include any objectives at this stage. Adding objectives is covered in the next section. ![PM Create PM agreement employees – Blank – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/XDGzjO45wmi1ycMO-pm-create-pm-agreement-employees-blank-agreement-screen.png)
Use a performance agreement template - Click **Copy From Template** to create a performance agreement based on a system template. ![PM Create PM agreement employees – Template.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/QmMMiriSm9KdFtKR-pm-create-pm-agreement-employees-template.png) - Click **START**. ![PM Create PM agreement employees – Template – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/zDSjduKEIdCRfXkx-pm-create-pm-agreement-employees-template-start.png) - A list of the templates currently on the system will be shown. ![PM Create PM agreement employees – Template – List.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Ypf07gaxhGAnFJHk-pm-create-pm-agreement-employees-template-list.png) - - - Use the search bar to search for a template based on a job title or specific keywords. ![PM Create PM agreement employees – Template – Search Bar.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/AWqzvPY8QBQX9DrX-pm-create-pm-agreement-employees-template-search-bar.png) - - - A **tick** will be displayed if the template's weights override the review setup's weights. A **cross** indicates that the review setup's weights will be used. ![PM Create PM agreement employees – Template – Use Template Weights.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/lMw8sukVaHJP4Swu-pm-create-pm-agreement-employees-template-use-template-weights.png) - - - To ensure you select the correct template, you can preview it by clicking the icon. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Choose a template you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Template – Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/T3kHzyO8dtSd2lvw-pm-create-pm-agreement-employees-template-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the template. ![PM Create PM agreement employees – Template – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/4Gj5Dz8khGbtc7Hd-pm-create-pm-agreement-employees-template-agreement-screen.png)
Copy from a previous agreement - Click **Copy From Previous** to create a performance agreement based on an agreement from a previous performance cycle. ![PM Create PM agreement employees – Previous.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/anF1iUHhaHJVjDz8-pm-create-pm-agreement-employees-previous.png) - Click **START**. ![PM Create PM agreement employees – Previous – Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/Iiyt3xWZWiijd9P9-pm-create-pm-agreement-employees-previous-start.png) - A list of the performance agreements from previous review periods will be shown. ![PM Recontracting Phase Copy From Previous.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/VG1XRUxKo6zrz1UT-pm-recontracting-phase-copy-from-previous.png) - - - To ensure you select the correct performance agreement, you can preview it by clicking the icon. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Select the performance agreement you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Previous – Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/6xRnAuPpmoZzY3Jf-pm-create-pm-agreement-employees-previous-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the previous agreement. ![PM Create PM agreement employees – Template – Agreement Screen.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/4Gj5Dz8khGbtc7Hd-pm-create-pm-agreement-employees-template-agreement-screen.png)
Copy an agreement from another employee (Managers only!) - Click **Copy From Another** to create a performance agreement based on another employee's agreement. ![PM Create PM agreement employees – Another.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/eWEihZfNM6RP4prI-pm-create-pm-agreement-employees-another.png) - Click **START**. ![PM Create PM agreement employees – Another - Start.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/qVUVG72Qg6UUjDTs-pm-create-pm-agreement-employees-another-start.png) - A list of the other employees in your team's performance agreements will be shown. These agreements are from the current and previous review periods. ![PM Create PM agreement employees – Another - List.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/TRwGoBDBOVZUgWgt-pm-create-pm-agreement-employees-another-list.png) - - - To ensure you select the correct performance agreement, you can preview it by clicking the icon. The preview will open in a new tab. ![PM Create PM agreement employees – Template – Preview.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/gactQaNiLlF6DQ0v-pm-create-pm-agreement-employees-template-preview.png) - Select the performance agreement you would like to copy, then click **CREATE**. ![PM Create PM agreement employees – Another - Create.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/iJIGNnZ0kIx6GC42-pm-create-pm-agreement-employees-another-create.png) - The performance agreement screen will display, with the **Perspective**, **Key Performance Area**, and **Key Performance Indicator** fields filled in from the other employee's performance agreement. ![PM Create PM agreement employees – Another - Agreement.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/qj3wwQ0CZJUy3ltJ-pm-create-pm-agreement-employees-another-agreement.png)
[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Completing the Performance Cycle [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) [![PM Phases Final Step.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/scaled-1680-/ssy8SeqngYqdCnoh-pm-phases-final-step.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-11/ssy8SeqngYqdCnoh-pm-phases-final-step.png) Once each phase for each review period has been completed, the overall summary of the performance agreement can be used to review the performance cycle: [![PM Completed Performance Cycle.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/GR6mNikTl9oZi4kg-pm-completed-performance-cycle.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png) This summary provides several important pieces of information: - The overall score for the first review period, which is calculated based on the employee's self-rating, the manager's rating, and the final rating. - The number of check-ins on objectives conducted in the first review period. - The overall score for the second review period, which is calculated based on the employee's self-rating, the manager's rating, and the final rating. - The number of check-ins on objectives conducted in the second review period. - The score for the review survey (if included). - The calculated overall final score, which is based on the weights of the review periods and the review survey. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Chapter 5: FAQs and How-To Guides Even with comprehensive guidance, users may encounter challenges or have questions about specific features of the module. This chapter addresses the most frequently asked questions, offering practical solutions to common issues, troubleshooting advice, and tips for getting started. By compiling these insights, we aim to provide quick, accessible answers that empower users to resolve concerns efficiently and continue leveraging the module effectively. # FAQs for Managers and Employees [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
Why am I, as the employee, unable to submit and approve my ratings? ##### Why am I, as the employee, unable to submit and approve my ratings?
Why am I as the manager unable to submit and approve my final ratings? ##### Why am I as the manager unable to submit and approve my final ratings? In order to submit final ratings, the employee and manager are required to both submit their ratings. Then the manager can proceed to submit their final ratings. Additionally, the manager needs to ensure all the objectives have been rated.
Why am I unable to submit my objectives? ##### Why am I unable to submit my objectives? To submit objectives, ensure the KPIs for each KPA add up to 100%. Also, ensure there are no duplicate KPAs in a section.
Why is the self-rating button not available to employees, but only to managers? ##### Why is the self-rating button not available to employees, but only to managers? The **Dual Participation** setting has been turned off, therefore users are only able to view their performance contracts, while managers will be able to rate.
Why am I unable to select a perspective from the menu? ##### Why am I unable to select a perspective from the menu? If a perspective is not currently available, please verify that it hasn’t been disabled in the **Master Data Library**. If you find that a perspective is missing from the **Master Data Library**, kindly reach out to your administrator to have it added.
Why am I unable to set objectives for the new review period? ##### Why am I unable to set objectives for the new review period? If the "The next review period can only start when the previous one has been completed" setting has been switched on in the review setup, it means that the previous review period's **Objective-Setting Phase**, **Check-In Phase**, and **Ratings Phase** must be completed before you can start with the new review period. If the setting is switched off, an employee can work on all review periods at once.
Why is the manager unable to approve the employee's ratings? ##### Why is the manager unable to approve the employee's ratings? There could be several reasons why the manager is unable to approve the employee's ratings: - The **phase end date** has passed and therefore the manager cannot finalise and approve ratings. Either the review setup's setting that ignores phase end dates should be switched on, or the phase end date needs to be amended. - The employee has not completed the **final ratings** for each of their KPIs. Once the employee has completed the final ratings, the manager should be able to continue.
Why am I unable to view the performance agreements of my direct reportees? ##### Why am I unable to view the performance agreements of my direct reportees? This issue may occur if direct reportees are not assigned to the correct performance manager. After the administrator updates the **reporting lines**, the manager will be able to view the performance agreements of their reportees.
Why am I not given the option to set my objectives? ##### Why am I not given the option to set my objectives? A possible reason for this could be that the **phase end date** for objective setting has passed.
Why am I unable to modify my ratings as an employee after I have submitted them? ##### Why am I unable to modify my ratings as an employee after I have submitted them? If the manager has completed their final rating, the manager needs to unapprove their final ratings. This unlocks the ratings phase for the employee. However, if the final ratings have not been completed, the employee can independently proceed with the following step. The employee should unapprove their ratings and can then add their comments alongside the ratings.
Why am I unable to modify my objectives as an employee after I have submitted them? ##### Why am I unable to modify my objectives as an employee after I have submitted them? The manager needs to unapprove the performance agreement, then the employee can modify the objectives. Thereafter, both the manager and the employee need to approve the modified objectives for the performance cycle to proceed.
I have completed my objective settings phase and ratings as an employee, but now it shows "Incomplete" on the system. What happened? ##### I have completed my objective settings phase and ratings as an employee, but now it shows "Incomplete" on the system. What happened? The manager has selected "Modify Objectives" while the **Objective-Setting Phase** is open, which has unapproved the contract. Therefore, the manager and the employee will have to approve the objectives again and submit their ratings.
Why is an employee not showing on the "My Team" tab? ##### Why is an employee not showing on the "My Team" tab? Please ensure the employee has been added to the People Group linked to the Review Setup. Ask the administrator to: - Open the Setup and Configuration menu by clicking on the gear icon at the top of the screen (if available) - Select the "Product Setup" option - Go to the "Review Years" tab and select the Review Year to which the phase belongs - Go to the "Review Setups" tab and click the relevant Review Setup you would like to adjust - Go to the "Target Audience" tab and ensure the employee has been added to the relevant group
What do I do if the employee is linked to the incorrect performance agreement? ##### What do I do if the employee is linked to the incorrect performance agreement? If the employee and manager have submitted their ratings, both need to unapprove their ratings. Next, both the manager and the employee need to unapprove their objectives they have set. Finally, the current performance agreement can be deleted. Alternatively, performance management administrators with the required access can perform a deletion by clicking on the Module-Specific Functions menu, selecting Bulk Actions, and then searching for the correct agreement to delete under the Delete Agreements menu item.
[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # FAQs for Administrators [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
What is the Performance Management module? The **Performance Management** module is used to manage employee performance agreements, goal setting, check-ins, reviews, ratings, and development planning. It allows organisations to monitor employee performance against set objectives, provide structured feedback, and maintain formal performance records.
How do I activate the Performance Management module? To activate the module: - Navigate to **Setup and Configuration** - Open **Ruleset Setup** - Select the relevant ruleset - Open the **Products** tab - Select the **Performance Management** product card - Toggle the product status to **Active** Once activated, the module becomes available for setup.
Why can users not see the Performance Management menu item? There are several possible reasons: - The product has not been activated - The system menu item has not been enabled - User permissions are restricted - The user is linked to the wrong ruleset Ensure both the product and system menu item are active.
What is a review setup? A **review setup** defines the structure, settings, and rules of the performance review process. It controls: - Review workflows - Rating permissions - Approval requirements - Employee participation - Performance agreement structure A review setup forms the foundation of the performance cycle.
What is a review year? A **review year** represents a full performance cycle for a specific year. It contains the review periods, surveys, timelines, and performance agreements used during that cycle.
What is dual participation? **Dual participation** allows both employees and managers to participate electronically in the performance review process. This includes: - Creating agreements - Setting objectives - Completing self-ratings - Completing manager ratings - Approving final ratings If disabled, only managers participate electronically.
What are perspectives? **Perspectives** are the highest level of categorisation in a performance agreement. When enabled, **Key Performance Areas (KPAs)** are grouped under perspectives. When disabled, KPAs can be added directly without perspective grouping.
What is a review period? A **review period** is a weighted performance evaluation phase within a review cycle. Examples include: - Quarterly reviews - Mid-year reviews - Annual reviews Each review period contributes to the overall performance score.
What is a review survey? A **review survey** is an evaluation tool used during performance reviews. It may include: - Survey questions - Weightings - Scores - Mandatory comments - Revised scores Survey results contribute to the overall performance outcome.
What sections can be included in a performance agreement? A performance agreement may include: - **Primary Goals** - **Stretch Goals** - **Values and Behaviours** - **Leadership Behaviours** - **Key Competencies** - **Action Plan** Only **Primary Goals** are mandatory by default.
What are Primary Goals? **Primary Goals** are the core performance expectations of an employee’s role. They define the essential responsibilities and outputs required for effective job performance.
What are Stretch Goals? **Stretch Goals** are optional, ambitious objectives designed to push performance beyond routine expectations. They are often linked to: - Innovation - Strategic growth - Transformation - Long-term development
What are Values and Behaviours? This section evaluates *how* employees achieve results. It focuses on workplace behaviours such as: - Professionalism - Teamwork - Accountability - Communication - Integrity This complements goal-based performance measurement.
What are Leadership Behaviours? **Leadership Behaviours** measure leadership effectiveness and influence. This section may evaluate: - Strategic thinking - Decision-making - Team leadership - Coaching - Governance It is especially relevant for senior roles.
What are Key Competencies? **Key Competencies** measure the skills and capabilities that support strong performance. Examples include: - Problem solving - Communication - Innovation - Technical expertise - Critical thinking These measure capability, not just results.
What is an Action Plan? An **Action Plan** is used to address performance gaps, risks, or development needs. It links performance feedback to concrete improvement actions and development planning.
Why am I getting a section weight error? This error usually occurs when the combined weights of all active sections do not equal **100%**. Before saving, ensure all enabled sections total exactly 100%.
What is interpolation? **Interpolation** maps actual KPI values to a performance rating scale. For numerical KPIs, the system automatically converts actual values into ratings based on predefined ranges.
Can other people besides the manager rate an employee? Yes, if **Allow Non-Manager Ratings** is enabled. This allows selected individuals such as peers or project leads to provide KPI-level ratings. This is useful for: - Peer reviews - 360-degree feedback - Cross-functional evaluations
Can non-manager ratings be anonymous? Yes. The system supports several anonymity options: - Fully anonymous - Anonymous to employees only - Anonymous comments only - Hidden evaluation summaries This helps reduce bias.
What are locked agreements? **Locked agreements** prevent managers and employees from editing performance agreements. When enabled: - Agreements remain viewable - Editing is disabled - Finalised records remain protected This preserves data integrity.
What does auto-copy objectives do? **Auto-copy objectives** automatically copies objectives from the previous review period into the next one. This reduces administrative effort when objectives remain similar across review periods.
What are Performance Management Section Items? These are master data items used in performance agreement sections. Examples include: - Values - Behaviour items - Leadership items - Competency items They can be reused across templates and review setups.
Why should I configure evaluation periods? **Evaluation periods** define the official date range for performance reviews. They help manage: - Review start dates - Review end dates - Rating deadlines - Review schedules This ensures reviews remain aligned with business timelines.
Why should I use templates? Templates help standardise and speed up performance agreement creation. Benefits include: - Consistency - Reduced setup time - Easier administration - Better scalability Templates are especially useful in large organisations.
What are People Groups used for? **People Groups** allow administrators to group employees based on: - Organisational units - Reporting lines - Job roles - Custom criteria They simplify large-scale assignment of performance structures.
What is the main responsibility of a Performance Management Administrator? A **Performance Management Administrator** is responsible for configuring and maintaining the performance management environment. This includes: - Managing review setups - Creating templates - Maintaining master data - Configuring sections and ratings - Monitoring performance cycles - Supporting managers and employees Their role ensures the performance process runs efficiently and accurately.
[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Chapter 6: Glossary For users who need additional support or detailed examples, this chapter serves as a repository of helpful resources. It includes practical exercises, downloadable templates, and troubleshooting guidance. This chapter is designed to be your go-to resource for ongoing reference, ensuring you have the tools and information needed to maximise your use of the **Performance Management** module. # Glossary ![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) ##### Action Plan An action plan in a performance evaluation outlines specific steps an employee needs to take to improve their performance, develop new skills, or achieve set goals. It includes clear objectives, timelines, measurable outcomes, and any required support or resources. The plan is typically created collaboratively between the employee and their manager, ensuring alignment with organisational expectations and professional growth. Regular check-ins and progress reviews help track improvements and adjust the plan as needed. ##### Check-In A check-in is a feature that enables managers to conduct regular progress reviews of an employee’s performance against agreed-upon objectives between formal review periods. It allows managers to provide direction, offer guidance, and keep employees focused on their objectives. Additionally, check-ins facilitate employee feedback on the support and guidance received, fostering continuous communication and alignment. ##### Company Values and Behaviours Company values and behaviours define the expected conduct within an organisation. By identifying and explicitly communicating these values and behaviours, companies shape their culture, establish a moral compass for employees, and create a foundation for consistent decision-making. They also serve as guidelines for internal processes and performance measurement. Employees are assessed against these values as part of their performance management process, and they automatically form part of each employee’s performance agreement. ##### Employee, User, Learner, or Person These terms are used interchangeably within the system to refer to individuals interacting with it. The term "person" or "user" generally refers to those engaging with the system in a non-administrative or non-managerial capacity. If the context is related to **Learning Management**, "learner" is preferred. In a manager-subordinate environment, such as **Performance Management**, "employee" is typically used. The appropriate term depends on the specific module and its functionality. ##### Key Competencies Key competencies refer to the essential skills, abilities, and attributes required for success in a specific job or organisation. These competencies are often used in the rating process to assess employee performance. Within the system, competencies can be defined for each job and made available in the **Performance Management** module. ##### Key Performance Area (KPA) Key Performance Areas are the specific business areas for which an individual is responsible, such as process improvement, safety and health, and security. Each KPA is further defined by one or more Key Performance Indicators (KPI), which measure performance within that area. KPA weights within a Perspective must always total 100%. For further details, refer to Key Performance Indicator (KPI). ##### Key Performance Indicator (KPI) Key Performance Indicators are measurable values that assess progress towards strategic goals or objectives. An effective KPI is well-defined, quantifiable, and essential for achieving specific targets. KPI weights within a Key Performance Area (KPA) must always total 100%. ##### Leadership Behaviours Leadership behaviours are performance objectives applicable only to employees in leadership positions who have direct reports. If an employee is not a manager, this section will be unavailable, and its weight will be redistributed proportionally among the remaining sections. ##### Manager, Performance Manager, or Line Manager In the context of the system, a manager is an individual with direct reports. Organisationally, this role may be referred to as a line manager. Within the **Performance Management** module, a manager is referred to as a performance manager, whereas in the **Learning Management** module, the role may be identified as a training manager. Depending on the organisation, these roles may be held by the same person or different individuals. To determine who fulfils each role, refer to an employee's reporting lines. The terms manager, performance manager, and line manager are used interchangeably. ##### Objective An objective is a specific goal that an employee is expected to achieve. In Signify, the term "objective" encompasses various performance elements, including a Key Performance Area's (KPA) Key Performance Indicator (KPI), a Stretch Target's KPI, a Company Value, a Leadership Behaviour, and a Key Competency. These objectives define performance expectations for an employee over a given performance year and serve as the basis for assessment and measurement. ##### People Group A people group is a defined selection of individuals based on specific criteria, such as their position in the organisational structure, reporting line, location, or other conditions. Individuals within a people group have access to certain system functionalities, including selected eLearning courses, events, or specific processes. ##### Performance Agreement A performance agreement consists of a person’s objectives, structured across one or more review periods (also called assessment periods). The agreement provides a comprehensive framework for assessing the person's performance, with review periods typically weighted to contribute to the final score. The performance agreement forms the foundation of performance evaluation and ensures a structured approach to measuring and developing employee contributions. Additional components, such as a 360° evaluation or a value survey, can also be included alongside the objectives. ##### Performance Year A performance year, also known as a performance cycle, typically spans 12 months. It may align with the calendar year (January to December) or follow a different schedule, such as the financial year (March to February of the following year). Organisations often determine their performance cycle based on factors such as salary review periods and business planning needs. ##### Perspectives Perspectives, also known as pillars, are categories used to group Key Performance Areas (KPAs) and are derived from the Balanced Scorecard approach to performance management. Common examples include the Financial Perspective, Customer Perspective, Internal Process Perspective, and Learning and Growth Perspective. Each perspective provides a structured way to evaluate performance across different business areas. Note that the perspective weights within a section must always sum to 100%. ##### Rating / Rating Scale / Score A rating, rating scale, or score is used to assess an employee’s performance against agreed objectives. At the start of a performance year, the manager and employee define these objectives. At the end of each review or assessment period, which may be one or more per year, the employee provides a personal rating for each objective. This rating is visible to the manager only after submission. Similarly, the manager assigns a rating for each objective, which is not immediately visible to the employee. These ratings contribute to the overall performance evaluation process. ##### Review Period A review period is a designated timeframe within a performance cycle during which an employee's objectives, as outlined in their performance agreement, are assessed. There may be one or multiple review periods within a performance year. The review period provides structured opportunities for evaluating progress and performance. ##### Review Setup A review setup defines the structure and rules governing the performance review process within an organisation. It determines how performance agreements operate, specifying rating permissions, the level of employee involvement, and approval workflows. ##### Review Survey A review survey in a performance evaluation is a structured questionnaire used to gather feedback on an employee's performance, skills, and contributions. It may include ratings, open-ended questions, and competency assessments from various sources, such as the employee, their manager, peers, or subordinates. The survey helps identify strengths, areas for improvement, and overall job effectiveness. ##### Stretch Target A stretch target, also known as a stretch goal, is an objective within the **Performance Management** module that functions similarly to a Key Performance Area (KPA) objective but is typically intended to drive additional growth or challenge an employee beyond standard expectations. This section can be customised using system aliases and renamed to suit organisational needs. For example, some companies have renamed this section to **Personal Development Plan** to incorporate training initiatives into employees' performance agreements. ![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) [Your feedback matters! How helpful was the support content?](https://forms.office.com/r/LugDBTGaZu)