Goals & Assessments

Manage Operations → Goals & Assessments — design and run performance appraisal cycles. Requires perf:manage.

Appraisal cycles list

The page lists every appraisal cycle. Filter by status (Draft → Active → Closed → Archived) and click a row to open its detail page.

The two building blocks at the top right are defined once and composed into every cycle:

Button	Library	What it holds
KRA	Key Result Areas	reusable KRAs with descriptions, measurement criteria, rating guidance and default weights
Questionnaire	Question sets	reusable questions (rating, yes/no or open-text) for self-assessment and manager feedback

The KRA library — reusable Key Result Areas

The Questionnaire library — reusable question sets

How a cycle is built

An appraisal cycle is a multi-step configuration created with the New Cycle wizard. Each step configures one axis of the review.

The cycle wizard — six steps

1. Basic Info

The cycle's identity and review period.

• Name — e.g. Annual 2025.
• Cycle type — e.g. Annual, Half-Yearly, Quarterly (free label).
• Evaluation period — the date range the review covers.
• Appraisal methods / review types — which review stages and rater types to enable (see Stages below).

2. Stages

A cycle moves through one or more review stages, each with its own start/end dates. The stages, in order:

Stage	Who rates
Goal Setting	employee drafts their goals; manager approves
Self Review	employee rates themselves
Peer Review	selected peers rate the employee
Manager Review	the reporting manager rates
Skip-Level Review	the skip-level manager rates
Normalization	HR normalizes scores across the org
Published	final scores released to employees

A cycle does not need every stage. Enable only the ones your process uses; the wizard hides the ones you leave off.

3. Weight Config

Each enabled component gets a macro weight — the percentage it contributes to the final composite score. The three components:

Component	What it is
KRA	Key Result Areas — rated against weighted KRAs from the library
Goal	Goals — drafted by the employee during goal setting, approved by the manager
Questionnaire	Question sets — self-assessment and feedback questions from the library

Macro weights must total 100%. Within a component, each item also has its own weight (the micro weight); the component's sub-score is the weighted average of its items, and the final composite is the weighted average of the component sub-scores.

4. Rating Bands

Define the rating scale the raters pick from. Each band has a label, a minimum score and a color. Two presets are available:

• 5-point scale — e.g. Exceptional, Exceeds, Meets, Needs Improvement, Unsatisfactory.
• 10-point scale — finer granularity.

Bands are used by every rater for every component. A rater picks one band per item; the band's score is what the weight math uses.

5. Component Config

Per rater type (Self, Manager, Skip-Level, Peer), configure each component:

• Enabled — whether this rater rates this component at all.
• Mandatory — whether ratings/comments are required to submit.
• Ratings enabled / mandatory — whether a numeric rating is required.
• Comments enabled / mandatory — whether a written comment is required.

This is what makes a self-review, a manager review and a skip-level review ask for different things from the same form.

6. Applicability & Publish

Choose who the cycle applies to and how it publishes.

• Applicability rules — match employees by Department, Location, Designation, Employment Type, Grade, or named Employees (by employee code). Multiple rules combine; a rule resolves against the employee's attributes, so an unknown value quietly excludes.
• Publish mode:
  • Manual — finalize and release results yourself.
  • Auto on close — results publish automatically when the cycle is closed.

Running a cycle

Cycle detail — tabs for cycle, dashboard, employees, mappings, stages, jobs

From the cycle detail page:

Tab	What it holds
Cycle	the configuration from the wizard; edit while Draft
Dashboard	live progress: who has self-assessed, which managers have reviewed
Employees	the participants; allocate forms, see each one's status
Mappings	KRA and Questionnaire mappings (see below)
Stages	the review stages and their dates
Job History	async jobs run for this cycle (allocations, score calculations)

Allocating forms

Click Allocate Forms to create an appraisal form for every employee the applicability rules match. Allocation runs as an async job — a cycle with many participants returns immediately and the forms appear as the job progresses. Each form is addressed to one employee, their reporting manager and (if enabled) a skip-level reviewer.

Mappings (KRA & Questionnaire)

A cycle starts with no mappings. Mappings decide which library KRAs and questions land on which employees' forms. Map by department, designation, etc., or to everyone. Use Clone mappings to copy another cycle's mappings into this one — the escape hatch that stops HR re-creating every rule each quarter. Use Reapply to push the cycle's current mappings onto forms that were already allocated (e.g. after editing a mapping).

Goal Setting → Self → Manager → Skip → Finalized

Once forms are allocated, the appraisal moves through its stages. Each form's status reflects where it is:

Appraisal status	Stage	What happens
NOT_STARTED / GOALS_DRAFT	Goal Setting	employee drafts goals
GOALS_SUBMITTED	Goal Setting	employee submitted goals for approval
GOALS_APPROVED	Self Review	manager approved goals; self review opens
GOALS_REJECTED	Goal Setting	manager rejected goals; employee revises
SELF_SUBMITTED	Manager Review	employee submitted self review
MANAGER_SUBMITTED	Skip-Level / Normalization	manager submitted review
SKIP_LEVEL_SUBMITTED	Normalization	skip-level submitted review
FROZEN	Published	HR finalized; scores released

Goal weights must total exactly 100% before the employee can submit them. Employees see their ratings and feedback only once the cycle is finalized.

Closing a cycle

When reviews are complete, close the cycle to stop further edits. Under Auto on close, final scores publish automatically; under Manual, use Freeze on each form (or in bulk) to release results. Closing moves the status to Closed; archiving moves it to Archived for record-keeping without cluttering the active list.

Additional reviewers

An employee can request an additional reviewer from within their appraisal (see My Appraisals). The request routes to HR for approval. An approved additional reviewer gains read access to the form and contributes a peer-style rating. This is separate from the fixed reporting-line seats (manager, skip-level) which only HR can change.

Roles and permissions

Permission	What it unlocks
perf:manage	create/edit cycles, allocate forms, mappings, freeze/revert
perf:read	read cycles and appraisals
employee:read	self-service: see own appraisals, submit goals/self/manager reviews

A cycle list is open to any authenticated user — they need it to reach their own forms. Writing cycle configuration requires perf:manage.