Creating a Performance Agreement

Before you start:

• Ensure you have a clear understanding of the employee's responsibilities, the company's goals, and how the role contributes to the overall picture.
• Base the performance objectives on SMART goals.goals. Each objective should be:
  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-bound
• Make sure the goals support the department or organisation's 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.

• Behavioural expectations
  • Include company values, as well as expected behaviours in terms of teamwork, leadership, or communication.
• Employee support
  • Consider tools, resources, or support from management that the employee may need to succeed.
  • Acknowledge that priorities may shift and 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 allow feedback from the manager to the employee and vice versa.

Create a performance agreement:

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 wish to create one.

Begin by navigating to your Performance Management dashboard.

Click START to create a new performance agreement.

The Performance Management module allows a performance agreement to be created in three ways for employees.

Managers are offered an additional option to create a performance agreement for a reportee using a template from another team member. 

Click on the following tabs to expand the step-by-step instructions.

Create a blank agreement

 

Use a performance agreement template

 

Copy from a previous agreement

 

Copy an agreement from another employee

 

Your feedback matters! How helpful was the support content?