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 1
  • Evaluation Date: February 15
  • Final Acceptance Date: March 30

• Second Quarter:

  • Assessment Initiation Date: April 1
  • Evaluation Date: May 15
  • Final Acceptance Date: June 30

• Third Quarter:

  • Assessment Initiation Date: July 1
  • Evaluation Date: August 15
  • Final Acceptance Date: September 30

• Fourth Quarter:

  • Assessment Initiation Date: October 1
  • Evaluation Date: November 15
  • Final Acceptance Date: December 30

4. 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.

5. 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.

6. Save the Configuration:

   • After setting all the dates and toggling the necessary options, click Save.