Performance Reviews & Goals

Full appraisal lifecycle - from KRA template creation and cycle activation, through self-review and manager scoring, to rating computation and cycle closure. Also supports independent goal tracking.

How it works at a glance

HR builds KRA library → Creates & activates cycle → Manager assigns KRAs to employees → Employee submits self-review → Manager scores → Employee acknowledges → HR closes cycle

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Prerequisites

From Core HR:

• ✅ Active employees with departments and reporting managers assigned
• ✅ Departments configured - KRAs can be scoped to specific departments

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👤 Role-Based Access

Action	SUPER_ADMIN / HR_ADMIN	Manager	EMPLOYEE
Create master KRAs / KPIs	✅	❌	❌
Create / activate review cycles	✅	❌	❌
Assign KRAs to direct reports	✅	✅	❌
Create goals for employees	✅	✅ (direct reports)	❌
Update own goal progress	✅	✅	✅
Submit self-review	-	-	✅
Score manager evaluation	-	✅	❌
Acknowledge review result	-	-	✅
Close review cycle	✅	❌	❌

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Admin Workflow

Step 1 - Build the Master KRA Library

Key Result Areas (KRAs) define performance dimensions. KPIs within each KRA define measurable targets.

Navigate to: Appraisals Settings → Master KRAs → Add KRA

Field	Description	Example
Title	KRA name	Engineering Quality
Category	Grouping label	Technical
Department	Restrict to a department (leave blank for global)	Engineering

Add KPIs to the KRA:

Field	Description	Example
Metric Name	What is measured	Bug Rate
Target	Expected performance	< 5% bugs in production
Is Mandatory	Must this KPI be scored?	✅

Note

If you omit the Department field, the KRA is Global and can be assigned to any employee. If set, only employees in that department can receive the KRA.

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Step 2 - Create and Activate a Review Cycle

Navigate to: Appraisals Settings → Review Cycles → Create Cycle

Field	Description	Example
Name	Cycle label	H1 2026 Appraisal
Start Date / End Date	Review period	2026-01-01 to 2026-06-30
Self-Review Deadline	When employees must submit self-review	2026-07-15
Manager Review Deadline	When managers must complete scoring	2026-07-31

After creating the cycle, click Activate Cycle.

System action on activation: A PerformanceReview record is automatically created for every active employee eligible for appraisal. No manual record creation is needed.

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Step 3 - Assign KRAs to Employees (Manager or HR)

Each employee needs KRAs cloned from the master library for the specific cycle.

Navigate to: My Team Reviews → select employee → Setup KRAs

1. Click Add KRA → search and select a master KRA
2. Set the Weightage (e.g. 40 for 40%)
3. Repeat for all KRAs
4. Once all KRAs are added, click Finalize KRAs

Caution

Finalization checks that the sum of all KRA weightages is exactly 100%. If the total is not 100, finalization is rejected and the review stays in KRA_DEFINED status.

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Employee Workflow

Step 1 - Complete the Self-Review

Once your manager has finalized your KRAs, you’ll see your review in My Reviews → Active Review.

Navigate to: My Reviews → Active Review → Start Self-Review

For each KPI in each KRA:

• Rate yourself on a 1 to 5 scale
• Add comments explaining your achievement (e.g. Completed all assigned technical targets ahead of schedule)

Add an overall Self Summary in the text field at the bottom.

Click Save Draft to preserve progress, then Submit when ready.

Note

After submitting, your self-review fields are locked. The status moves to MANAGER_REVIEW and your manager is notified.

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Step 2 - Acknowledge Your Review Result

After your manager scores your review, you’ll receive a notification.

Navigate to: My Reviews → Completed Review → Acknowledge

This marks the review as ACKNOWLEDGED and signals to HR that you have read the evaluation.

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Manager Workflow

Step 1 - Assign KRAs to Direct Reports

See Step 3 of the Admin Workflow above.

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Step 2 - Score the Manager Evaluation

Once an employee submits their self-review, it appears in your queue.

Navigate to: Team Appraisals → Score Employee

For each KPI:

• Enter a Manager Score (1 to 5)
• Add Manager Comments

Enter an overall Manager Summary and optional Development Areas.

Click Submit Manager Review.

How the final score is calculated:

Final Score = Σ (KPI Score × KRA Weightage%)

The final score is matched against rating band thresholds (configured by HR):

Band	Label	Score Range (example)
EE	Exceeds Expectations	4.0 – 5.0
ME	Meets Expectations	3.0 – 3.99
BE	Below Expectations	0.0 – 2.99

The review status moves to COMPLETED and the employee is notified to acknowledge.

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Goal Tracking (Independent of Appraisal Cycles)

Goals allow employees and managers to align on individual targets throughout the year.

Creating Goals (Manager / HR)

Navigate to: Employee Profile → Goals Tab → Add Goal

Field	Description	Example
Title	Goal description	Complete AWS certification
Priority	LOW, MEDIUM, or HIGH	HIGH
Target Date	Deadline	2026-09-30

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Tracking Progress (Employee)

Navigate to: My Reviews → My Goals → select goal → Update Progress

Field	Description
Self Progress	Numeric value 0–100
Notes	Status update or blockers

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Appraisal Status Flow

KRA_DEFINED → [Employee Self-Review] → MANAGER_REVIEW → [Manager Scores] → COMPLETED → [Employee Acknowledges] → ACKNOWLEDGED → [HR Closes Cycle] → CLOSED

HR closes the cycle when all reviews are acknowledged:

Navigate to: Appraisals Settings → Review Cycles → cycle → Close Cycle

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Common Troubleshooting

Problem	Solution
Employees don’t have reviews after activating cycle	Ensure employees are marked ACTIVE; inactive employees are excluded
KRA finalization fails - “weightage must sum to 100”	Review all assigned KRA weightages and adjust until they total exactly 100
Self-review fields greyed out	Your KRAs have not been finalized by your manager yet
Manager can’t see employee in Team Appraisals	Reporting manager relationship may not be set; contact HR
Rating band not showing	Rating bands must be configured in Appraisals Settings; contact your admin

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← Core HR Employees and departments must exist before setting up KRAs.

Offboarding → Configure offboarding when employees eventually leave.