Performance
The Performance module manages employee review cycles and goal tracking. You can run quarterly or annual reviews, assign ratings, and track progress on individual goals — all in one place.
[Screenshot: Performance module showing the stats cards, tab bar, and reviews table]
Overview
The Performance module has two tabs:
| Tab | Purpose |
|---|---|
| Reviews | Create, manage, and complete performance reviews |
| Goals | Set and track individual employee goals |
Stats Cards
Four cards at the top of the page show the current state of reviews across your organization:
| Card | Description |
|---|---|
| Reviews Completed | Number of reviews fully submitted with a final rating |
| In Progress | Reviews that have been started but not yet submitted |
| Not Started | Reviews assigned but not yet opened |
| Average Rating | The mean rating across all completed reviews (out of 5.0) |
[Screenshot: Performance stats cards]
Reviews Tab
Reviews Table
[Screenshot: Reviews table with a mix of Completed, In Progress, and Not Started rows]
| Column | Description |
|---|---|
| Employee | The employee being reviewed |
| Reviewer | The manager or HR admin conducting the review |
| Cycle | The review period (e.g. Q1 2026, Q2 2026, Annual 2025) |
| Due Date | Date by which the review should be completed |
| Status | Not Started, In Progress, or Completed |
| Rating | Star rating display (Completed reviews only) |
| Action | Context-dependent button |
Action Button
The button in the rightmost column changes based on the review status:
| Status | Button label | What it does |
|---|---|---|
| Not Started | Start | Opens the review form |
| In Progress | Continue | Reopens the partially completed review |
| Completed | View | Opens the completed review in read-only mode |
Searching and Filtering Reviews
Search bar — Search by employee name, reviewer name, or review cycle.
Filter dropdowns:
| Filter | Options |
|---|---|
| Status | All, Completed, In Progress, Not Started |
| Cycle | All cycles, Q1 2026, Q2 2026, Q3 2026, Q4 2026 |
Creating a New Review
Click + New Review to open the New Review drawer.
[Screenshot: New Review drawer]
| Field | Notes |
|---|---|
| Employee | The employee being reviewed |
| Reviewer | The person conducting the review (defaults to the logged-in user) |
| Cycle | Select the review period |
| Due Date | Deadline for completion |
Click Create to add the review with Not Started status. It will appear in the Reviews table.
Creating a Review Cycle
Instead of creating individual reviews one at a time, you can create a Review Cycle that generates reviews for multiple employees at once.
Click the New Cycle button in the toolbar to open the Review Cycle drawer.
[Screenshot: New Cycle drawer showing the cycle configuration fields]
Cycle Fields
| Field | Notes |
|---|---|
| Cycle Name | A descriptive name for the cycle (e.g. "Q1 2026 Quarterly Review", "2026 Annual Performance Review") |
| Due Date | The deadline by which all reviews in this cycle should be completed |
| Review Type | Quarterly, Annual, Probation, or Mid-Year |
| Scope | Choose between All Active Employees or Select Departments (pick one or more departments) |
| Default Reviewer | Who will conduct the reviews: Direct Manager, HR Admin, or a specific person you select |
What Happens When You Create a Cycle
When you click Create Cycle:
- The system creates an individual review record for each employee within the selected scope
- Each review is assigned the default reviewer you specified
- All reviews are set to Not Started status with the cycle's due date
- A toast notification confirms the result: "Created X reviews for {cycle name}"
The newly created reviews appear in the Reviews table and can be filtered by cycle name. Each review can then be started, completed, and submitted individually by the assigned reviewer.
Tip: Use the Probation review type when creating cycles for employees approaching their 90-day probation end. The dashboard will show alerts for employees nearing this milestone with a "Start Review" button.
Completing a Review
Click Start or Continue on any review to open the review form.
[Screenshot: Review form showing rating sliders and comments section]
The review form includes:
Rating Categories
Each review scores the employee across multiple dimensions. Scores are entered on a 1.0–5.0 scale:
| Category | What it measures |
|---|---|
| Performance | Quality and output of work |
| Collaboration | Teamwork and communication |
| Initiative | Self-direction and problem-solving |
| Reliability | Consistency and meeting commitments |
| Growth | Learning, development, and skill-building |
Overall Rating
The Overall Rating is automatically calculated as the average of all category scores. It is shown as a decimal (e.g. 4.2) and as a star display.
Star Rating Scale
| Rating | Label |
|---|---|
| 4.5 – 5.0 | Exceptional |
| 4.0 – 4.4 | Exceeds Expectations |
| 3.0 – 3.9 | Meets Expectations |
| Below 3.0 | Needs Improvement |
Comments
A free-text field is provided for written comments supporting the ratings. This is strongly recommended for any rating below 3.0 or above 4.5.
Submitting
Click Submit Review to finalize. The status changes to Completed, the rating is recorded, and the average rating card on the stats panel updates.
Note: Submitted reviews cannot be edited. If a correction is needed, contact your HR administrator.
Goals Tab
The Goals tab tracks individual employee goals — project milestones, skill development targets, or any measurable objective.
[Screenshot: Goals tab showing goal progress rows]
Goal List
Each goal is displayed as a row showing:
| Element | Description |
|---|---|
| Goal | Description of the goal |
| Employee | The employee the goal is assigned to |
| Due Date | Target completion date |
| Progress bar | Visual representation of progress (0–100%) |
| Progress % | Numeric progress percentage |
| Update button | Opens the progress update control |
Updating Goal Progress
Click Update on any goal row to expand an inline progress slider.
[Screenshot: Progress slider expanded on a goal row]
- Drag the slider from 0% to 100% in increments of 5%
- Click Save to record the new progress
- Click Cancel to discard the change
A goal at 100% is considered complete.
Creating a New Goal
Click + New Goal to open the New Goal drawer.
[Screenshot: New Goal drawer]
| Field | Notes |
|---|---|
| Employee | The employee this goal is assigned to |
| Goal Description | A clear, measurable description of what success looks like |
| Due Date | Target completion date |
Goals are stored locally per session. For full persistence across sessions, ensure you are connected to the backend API.
Goal Footer Stats
At the bottom of the Goals tab, a summary line shows how many goals are complete out of total (e.g. "14 of 22 goals complete").
Performance and the Reports Module
For a full picture of rating distributions, review completion rates by department, and goal completion summaries, navigate to Reports → Performance. See Reports for details.