Performance Management Overview 0 0

What It Does

Explains the relationship between KPIs, appraisals, competencies, and goals.

This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.

When To Use It

• Use it when setting up or reviewing this feature for a company.
• Use it when a user asks where the feature is or why the expected record is missing.
• Use it before importing, approving, publishing, syncing, or reporting data related to this area.

Before You Start

• Confirm you have permission to use the screen.
• Check that required setup records already exist.
• Review the record before saving changes.

Basic Steps

1. Confirm the review period, employee group, and evaluation criteria.
2. Add goals, KPIs, competencies, or appraisal details.
3. Collect manager and employee input where required.
4. Review scores and comments for completeness.
5. Finalize the review only after the responsible reviewer has checked it.

Practical Example

A manager prepares quarterly reviews. They use performance management overview to confirm the employee goals and KPIs, add manager comments, review scores with the employee, and finalize the appraisal after both sides understand the outcome.

Common Mistakes

• Skipping the setup record that the screen depends on.
• Saving without checking employee, date, or status.
• Assuming all users can see the same menu.
• Not verifying the result after the change.

What To Check If Something Looks Wrong

• Confirm the employee, company, department, location, or date range is correct.
• Confirm the user has both module access and role permission.
• Check whether the record is filtered out by status, date, location, or department.
• Review related logs, history, or reports before changing production data.

Related Articles

• Setting Up Performance Indicators KPIs
• Running Performance Appraisals
• Managing Competencies