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Employee goals and performance reviews

Employee goals and performance reviews

Connect employee goals, review cycles and performance conversations. Keep feedback and decisions in a dedicated people workflow.

When to use it

A practical example for your team

A manager and employee review a goal, discuss supporting feedback and complete the relevant appraisal steps before a pay change is sent for finance review.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how Team management fits together

How employee goals and performance reviews works

  1. 1

    Set meaningful goals

    Record goals with enough context to support a useful review. Agree on the work and expectations before assessing progress.

  2. 2

    Run the review

    Bring goals and feedback into the configured performance process. Keep the employee and reviewer responsibilities clear as the cycle progresses.

  3. 3

    Follow the decision

    Record review outcomes and follow the required approvals. Where an appraisal proposes a salary revision, payroll administrators make the financial decision.

What to prepare for a walkthrough

Choose the employee actions and manager reviews you want to introduce first. Map who should see each people workflow before inviting the team.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make employee goals and performance reviews work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.

Request a walkthrough