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Administrator Roles

Performance Management Chapter 2: Roles and Permissions

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 fa...

Managerial Roles

Performance Management Chapter 2: Roles and Permissions

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 succe...

Employee Roles

Performance Management Chapter 2: Roles and Permissions

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 p...

Performance Management Implementation Guide

Performance Management Chapter 3: Setup and Configuration of P...

Please click on this link to navigate to the implementation guide.

Creating Effective Performance Agreements

Performance Management Chapter 5: Tips and Use Cases

Conducting Constructive Check-Ins

Performance Management Chapter 5: Tips and Use Cases

Aligning Performance Management with Employee Development

Performance Management Chapter 1: Introduction to Performance ...

The Performance Management module plays a crucial role in the Develop phase of the employee lifecycle. Integrated with other key modules such as Learning Management, Event Management, and Personal Development Plan, this module ensures that employees are cont...

How Performance Management Works

Performance Management Chapter 2: Roles and Permissions

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. ...

Version 9.1.141 (3 February 2025)

RELEASE NOTES List of the Release Notes (2025)

Imports Employee data import error (#125558) Problem The org nodes are duplicated when no org structure exists and multiple users are linked to the node When importing nodes with accents in the name the import fails The bulk import to V8 for the job str...

Version 9.1.139.1 (Support Release - 24 January 2025)

RELEASE NOTES List of the Release Notes (2025)

Performance Management PM Interpolation should allow 0 value (#126280) Problem Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied t...

Version 9.1.139.2 (Support Release - 27 January 2025)

RELEASE NOTES List of the Release Notes (2025)

Performance Management PM Allow Employee and Manager ratings on interpolation (#126340) Problem Interpolation was based on having a single Actual Value, however, a client requested that we allow for the manager & person to capture individual actuals as th...

Purpose of the Module

Performance Management Chapter 1: Introduction to Performance ...

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 perform...

System Documentation
V10
Performance Management
Employee Engagement
Goal Alignment
Feedback Process
Performance Metrics
Talent Management
Business Objectives
HR Processes
HR Technology

Version 9.1.142 (3 February 2025)

RELEASE NOTES List of the Release Notes (2025)

Imports [Imports] [Auditing] ValueObjects in tables are not audited (#116420) Problem When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not e...

Version 9.1.143 (3 February 2025)

RELEASE NOTES List of the Release Notes (2025)

Tenant Management Able to log into a deactivated ruleset (#126304) P&S Import Employee Data Import error (#126586) Problem The pre-import does not validate duplicates correctly when the strings have different cases The staging translation does not...

Creating a Performance Agreement

Performance Management Chapter 4: Using the Performance Manage...

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 d...

Objective-Setting Phase

Performance Management Chapter 4: Using the Performance Manage...

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 a...

Check-In Phase

Performance Management Chapter 4: Using the Performance Manage...

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 ...

Ratings Phase

Performance Management Chapter 4: Using the Performance Manage...

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 th...