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Performance
Enhance organizational productivity and efficiency through data-driven performance metrics and insights
Overview
All User Resources (Indigo: V3)
- Create a performance review template
- Manage a performance review template
- Auto-fetch goals and IDPs to the performance review form
- Add goals and IDPs to the performance review form
- Create a performance review cycle
- Manage a performance review cycle
- Add training courses to a performance review
- Manage actions in an active performance review cycle
- Add employees to a performance review cycle
- My performance review dashboard
- Submit a performance review
- Calibrate performance reviews
- Sign off on a performance review
- Request a resolution in a performance review
- View performance analytics
- View past performance reviews
- Export performance review reports
- Visibility restrictions on the performance review forms and ratings
Admin
- Performance user guide for admins
- Create performance review template
- Auto-fetch goals into review form
- Manage performance review template
- Create performance review cycle
- Manage performance review cycle
- Add employees to performance review cycle
- Assign, unassign, and share performance templates
- Access performance cycle manage page
- Delegate performance review
- Add and manage additional reviewers
- Enable or disable leadership potential in performance review
- Nudge employees and reviewers in performance
- Notify users in performance review
- Bulk actions to manage performance cycle
- Calibrate performance review
- View and download calibration history
- Performance review visibility for employees
- Sign-off performance reviews for employees
- Rollback performance review
- Lock or unlock performance review
- View and export employee review reports
- View and export past performance reviews of employees
- Access employees' performance review form
Manager
- Performance user guide for managers
- Review team members performance
- Add and manage team members goals
- Add and manage team members IDPs
- Delegate team members performance reviews
- Performance review visibility for team members
- Sign off performance reviews for team members
- View and export past performance of team members
- View and export team members review forms
Employee
FAQs
- Can the admin delete a performance review cycle?
- Is it possible to edit the rating and comments after the performance review is locked?
- How can employees modify their ratings and comments for a locked performance review?
- Can managers and employees view HR remarks and recommendations?
- Can admins automatically share the template while creating the performance review cycles?
- Can admins disable the leadership potential from the performance review cycle?
- Do employees view the manager’s comments on leadership potential?
- Is it mandatory for employees, managers, and HR managers to sign-off the performance review cycle?
- Can admins access the blocked employees’ performance reviews?
- Can managers view the performance reviews of their team?
- Can anyone submit the review if the performance cycle is locked?
- Who can lock the performance cycle? How is it helpful?
- Who are secondary managers?
- What is the role of the secondary managers in the performance review process?
- Can the secondary manager view past performance reviews?
- Who is the skip-level manager? What is their role in the performance review process?
- What is the role of delegated reviewers in the performance review process?
- What is weighting in the performance review?
- What is the grading scale functionality in the performance review?
- Why is the 9-box rating scale not available in the hire date based review?
- How is the average rating calculated in the performance review?
- What is employee leadership potential in the performance review process?
- Who can rollback the performance reviews?
- Who can view if the skip-level manager is involved in the performance review?
- How does the manager know if the skip-level manager edits their review?
- Who can view past performance reviews?
- Who can view the performance review forms of site admins?
- What happens if admins enable the review form restriction for both employees and managers after the review end date?
- What happens to reminders when admins enable the review form restriction after the review end date?
- How are section ratings calculated in the performance review?
- What happens to in-process review forms when employees leave mid-cycle?
- What happens when an employee is reassigned to a new manager mid-cycle?
- Do we lose the previous manager’s review inputs if a manager change happens mid-cycle?
- Can admins add an external person, such as a contractor, as an additional reviewer?
- Are admin-level comments a standard part of performance reviews?