Creating Review Cycles in Performance+

Overview:

This article guides Admins on how to create and launch Review Cycles in Performance+, as well as how to configure the structure of Review Cycles, including timelines, goal levels, and ratings on goal levels.

TABLE OF CONTENTS

• Definitions
• Adding a Review Cycle
• Setting Review Cycle Timeline
• Configuring a Goal Phase (Optional)

Definitions

Here are some definitions of the key terms used in Performance+ to help you understand better:

• Review Cycle

        The performance review period vessel that can include one or more Goal Phases and one or more Review Phases.

• Review Phase

        A phase within the Review Cycle where performance reviews are conducted.

• Goal Phase

        A phase within the Review Cycle where participants create their goals. Goal Phases are optional and can be                     configured to support one level goals or two level goals.

Adding a Review Cycle

• Navigate to Performance + > Review Cycles > Add New Cycle
  
  

• A pop-up will appear where you can enter a Review Cycle name. This name is displayed to all participants throughout the review cycle period.
  
  

Setting Review Cycle Timeline

• Next, select a start date and an end date for your Review cycle. The end date must be later than the start date.
  
  

• The start date defines when the Review Cycle opens, and the end date defines when the cycle period will close
• You can add and structure Goal Phases and Review Phases after creating the Review Cycle. 
• All Goal Phases and Review Phases must fall within this Review Cycle timeline.

Configuring Goal Phase (Optional)

• The next section is where you have an option to include Goal Phases in this Review Cycle
• If you select No, the Review Cycle will not include a Goal Phase at all and you can proceed to click Save
• You can enable Goal Phases under Settings later, as long as no Goal Phase has started
  
  

• If you select Yes, you will be guided through Goal Phase configuration to choose one level or two level goals
• If you choose to select one level goals, you may then select Save
  
  

• If you choose to have two levels of goals, participants of the Review Cycle will need to create parent goals and also break them into sub-goals.
• You will then be prompted to select where goal ratings should be applied.
  
  

• By selecting to rate at Goal level (level 1), ratings apply only to parent goals and sub-goals cannot be rated.
• By selecting to rate at Sub-goal level (level 2), ratings only apply to the sub-goals and parent goal ratings are calculated based on the configuration of the sub-goals rating and weightage.
• Once you have selected the level, you may click Save

Important Configuration Notes

• The Goal configuration selections applies to all Goal Phases within the same Review Cycle.
• Once a Goal Phase has started, the following cannot be changed:
  • Goal levels
  • Rating level (goal vs sub-goal)

⚠️ Exception: Approval flows can still be edited after a Goal Phase starts.

• If a Goal Phase has not yet started, all configurations can still be edited under Settings.

Still Need Help?: 

Reach out to our support team should you need further assistance.