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Prerequisites for this Module
Some configuration and setup should be done before implementing the Performance Management module. The 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 rev...
Prerequisites for this Module
The People Management module is essential for setting up other modules in the system. Therefore, the only prerequisite for the People Management module is to configure the email server if the default Signify email server is not used for notifications. This i...
Version 9.1.165 (30 June 2025)
People Management [My Profile] Error shown when user clicks on My Profile (#132878) Problem When a user who does not have an admin role tries to view their profile, the page breaks. The problem is that it tries to fetch the active products for the tenant/rule...
FAQs for Managers and Employees
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 app...
FAQs for Administrators
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 again...
Create a Cycle
Click the gear icon to access the Setup and Configuration menu. Click Master Data. 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...
Create Class Periods
Click the gear icon to access the Setup and Configuration menu. Click Master Data. 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...
Configure Comment Categories
Click the gear icon to access the Setup and Configuration menu. Click Master Data. 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...
Compile Academic Report Comments
Click the gear icon to access the Setup and Configuration menu. Click Master Data. 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...
Before You Start
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...
Purpose of the Main Dashboard
The Main Dashboard feature offers a personalised, single entry point to the HR platform, allowing users to see what matters most to them at a glance and act swiftly. It combines milestone information, company communications, people insights, and outstanding H...
Key Features of the Main Dashboard
The Main Dashboard combines people, status, and communications into a personalised view, enabling users to scan, act, and navigate easily without searching menus. Let us examine the key features and their functions. Timeline Displays the user’s employment ...
Overview of the Main Dashboard
The Main Dashboard is the user’s central hub for people-related information, company updates, and quick actions. It delivers a personalised snapshot of employment milestones, team connections and outstanding HR items so users can see what matters most at a gl...
Glossary
Employee and Managerial Roles
The Main Dashboard serves as a personalised landing page for users, offering quick access to relevant information, updates, and actions within the HR management platform. Users can view key dates on the timeline, such as their employment anniversary o...
Administrator Roles
Administrators are responsible for configuring and maintaining the content and behaviour of the My Dashboard to ensure it remains relevant and useful for users across the organisation. This includes: managing dashboard widgets, deciding which widgets are...