This article describes the steps to set up the Goal-based review cycle for your company.
Step 1: Create a Goal-based review cycle
Go to Settings > Performance > Goal-based reviews > Goal cycles
Step 2: Cycle Details
Set the Goal Cycle start date and duration & add employees to the cycle
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Set a Name for the cycle
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Set the start date of the Goal Cycle & duration of the cycle (3 months,6 months, or 1 year)
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Click on the Manage list to select the employees to be included/excluded from the cycle.
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Now that the Start date, Duration & employees have been assigned click on 'Continue'
Step 3: Goal Setting
Set up permissions for who can set goals
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HR - Permission to set goals for the employees is given to HR by default
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Line Managers - you can click and check the box to enable and allow Line Managers to be able to add goals for their direct subordinates
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Employees - you can click and check the box to enable and allow the employees themselves to be able to add their own goals.
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Click on Continue once enabled the necessary permission.
Step 4: Performance Review
Set up the Review type and who can Calibrate the reviews.
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Select review types for this cycle - Set up Review permissions
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Self-Review: Employees will be able to submit a review of their own performance if enabled.
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Line manager to employee: Line manager review their employees on the goals assigned to them is enabled by default.
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Select who can calibrate reviews - Set up calibration permissions
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HR - HR can calibrate goal rating for all employees by Default.
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Line Manager: Line managers can calibrate goal ratings for employees that report to them if enabled.
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Click on Continue once enabled the necessary permission.
Step 5: Timeline
Set up timelines for activities within the cycle
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Goal Setting:
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A period where goals can be created and assigned based on the permissions set.
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Select the start and end date for the goal-setting period
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Employees will be unable to add new goals after this period.
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Goal Approval:
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A period where line managers/HR can review the goals added & approve them.
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Select the start and end date for the goal approval period
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The goal approval start date can be only after the end date for goal creation.
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Once approved the goals will be locked.
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Tracking:
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During this phase, employees can update their goal progress on the platform.
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Through comments, they can request and receive feedback from their manager.
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Self Review:
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A period wherein employees can take their self-review.
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Select the start and end date for the Self Review period
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The Self Review start date can be only after the end date for goal approval.
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Self-review will be locked after this period ends.
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Line Manager to employee Review:
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A period wherein Line managers can complete employee reviews.
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Select the start and end date for the 'Line Manager to employee Review' period.
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The Self Review start date can be only after the end date for goal approval.
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Calibration and report sharing: Once reviews are complete HR can calibrate ratings and enable line managers to share performance reports
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Click on Continue once timelines are set up.
Step 6: Summary
Once everything is set up, view the summary and click on Create cycle
Note: Cycle dates cannot overlap (Only one Goal cycle can run at a time)