# 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)