Performance Management Configuration

After setting up Bucket Types, the next step is to configure the Performance Management Configuration. Here, you will define the review cycle (Quarterly, Half-Yearly, or Annually) and specify key dates, such as the assessment initiation date, evaluation date, and final acceptance date for performance reviews.

How to Configure Performance Management:

1. Navigate to Performance Management Configuration:Go to Settings.Click on Performance Management Configuration.
2. Select the Review Cycle:Choose from one of the following options:Quarterly: Performance reviews occur every 3 months.Half-Yearly: Reviews occur every 6 months.Annually: Reviews happen once a year.
3. Set the Dates for the Review Cycle: Depending on your selected review cycle, set the following dates:Assessment Initiation Date: The date when the review cycle officially begins.Evaluation Date: The date when the review is actually conducted.Final Acceptance Date: The last date by which the review must be completed and accepted.

Example for Quarterly Review Cycle:

• First Quarter:Assessment Initiation Date: January 1Evaluation Date: February 15Final Acceptance Date: March 30
• Second Quarter:Assessment Initiation Date: April 1Evaluation Date: May 15Final Acceptance Date: June 30
• Third Quarter:Assessment Initiation Date: July 1Evaluation Date: August 15Final Acceptance Date: September 30
• Fourth Quarter:Assessment Initiation Date: October 1Evaluation Date: November 15Final Acceptance Date: December 30

1. Customizing Dates for Weekends or Holidays:If any of the dates fall on a weekend or holiday, use the Individual Cycle Customisation option to change them.
2. Enable/Disable Additional Options:Toggle the options as needed:Allow Uploading Files as Part of Performance Review: Choose whether employees can upload supporting files.Allow Self-Assessment Visible to Manager Before Manager’s Assessment: Decide if the manager can view the employee’s self-assessment before completing their own evaluation.
3. Save the Configuration:After setting all the dates and toggling the necessary options, click Save.