HRMS with Performance Reviews
Core HR, payroll and leave and attendance, in one system.
Track employee goals and performance measures, collect 360-degree feedback and organize appraisal cycles.
Explore the specification
YouCycle.Statusnot Closed or Cancelled
| Cycle | Status | Self Assessment Due Date | Manager Assessment Due Date | Manager |
|---|---|---|---|---|
| RC-9483 | NotStarted | 19 Sep | 22 Sep | RD |
| RC-2751 | SelfAssessmentInProgress | 06 Sep | 13 Sep | KT |
| RC-5050 | PeerNominationOpen | 24 Sep | 03 Oct | VC |
| RC-9985 | PeerFeedbackOpen | 28 Sep | 05 Oct | CL |
| RC-3448 | ManagerInProgress | 13 Sep | 20 Sep | CV |
| RC-2716 | Cancelled | 22 Sep | 27 Sep | BK |
YouStatusSelfAssessmentInProgressPeerFeedbackOpenManagerInProgressdue today
- RT-9576RC-836010 SepSelfAssessmentInProgress
- RT-7268RC-555906 SepPeerFeedbackOpen
- RT-5072RC-168006 SepManagerInProgress
- RT-9581RC-699608 SepSelfAssessmentInProgress
- RT-9902RC-548717 SepPeerFeedbackOpen
YouSubmitted
- PN-40962 NS in 10 d
- PN-98206 PA in 4 d
- PN-65746 MP 11 d
- PN-56674 JL in 11 d
- PN-41814 BN in 9 d
PN-40962
- ReviewInstance.Employee
- RI-685
- Nominee
- NS
- RelationshipContext
- DirectCollaborator
- NominatedAt
- 27 Sep
YouDraftApprovedByManager = false
- GLS-66441 Draft gls-511 940
- GLS-47636 Draft gls-764 690
- GLS-17828 Draft gls-161 930
- GLS-47110 Draft gls-462 850
- GLS-87894 Draft gls-405 280
GLS-66441
- Owner
- KX
- Title
- Draft gls-511
- Period
- Q1
- Weight
- 940
- MeasureType
- Numeric
Cycle.StatusLaunchedSelfInProgressManagerInProgressCalibrationInProgress
Cycle.StatusManagerInProgressCalibrationInProgressCalibratedScheduledAt >= today − 7
YouStatusFinalReleasedAcknowledgedDisputed
You or YouStatusActiveOnTrackAtRisk
StatusActiveMidReviewDoneAwaitingFinalReview
YouStatusNotStartedInProgress
YouStatusActiveOnTrackAtRiskOffTrack
YouStatusActiveOnTrackAtRiskOffTrack
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
HR and payroll teams who want people data and pay in one place.
- Defined tables
- 23
- Operational views
- 12
- Defined roles
- 6
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Track employee goals and performance measures, collect 360-degree feedback and organize appraisal cycles.
Core HR
Employee records, org chart and documents
Payroll
Pay runs, deductions and payslips
Leave and attendance
Balances, rosters and time capture
Recruiting
Openings, candidates and offers
Performance
Goals, reviews and calibration
Compliance
Statutory filings and policy acknowledgement
- 01Offer
- 02Documents
- 03Access
- 04First payroll
- 05Review
Built for your team
EmployeeManagerThemeStart Date
HR Manager
Owns the cycle end-to-end. Orchestrates the launch, monitors progress, runs the calibration sessions, finalizes the cycle and releases ratings, and owns the analytics. The named facilitator on every CalibrationSession.
Review Instance EmployeeNomineeRelationship ContextNominated At
Cross Functional Partner
Manager
Line manager with scope over direct reports. Rates own reports, attends calibration with peers, finalizes Goals with reports, runs CheckIns, owns DevelopmentPlans for own reports, and co-owns PIPs (with HRPartner) for own reports.
NameScope DepartmentScope LevelFacilitator
Skip-Level Manager
Manager-of-managers. Read-write on indirect reports' ratings during calibration; can override a direct Manager's draft rating when the calibration body agrees. Sees the full cascade view of own org's ratings.
Review Instance CycleDimensionStatusReview Instance Self Assessment Due Date
In Progress
Employee
Self-service access to own performance record. Sets own Goals and KRs, files GoalCheckins, writes own SelfAssessment, nominates peers, files own CheckIns, and accepts or disputes the final released Rating.
Peer
A reviewer-only role layered on Employee. When nominated for a peer review and approved by the rated Employee's Manager, gains read access to a redacted Application packet on the rated Employee for the cycle and write access to own PeerFeedback rows.
Reports and dashboards
Explore what each report measures and the records behind it.
Cycle Progress Dashboard
Per ReviewCycle: count of ReviewInstances by Status, percent SelfAssessment submitted, percent ManagerAssessment submitted, percent Peer windows open / closed, calibration sessions scheduled / done, ratings finalized, ratings released. Drills into Department × Manager and into the per-Instance grain. The HR Manager's daily landing report during a live cycle.
Rating Distribution
Histogram of Ratings.Outcome (Top, Strong, Solid, Below, NeedsImprovement) per Cycle × Department × Manager × Level — pre-calibration draft vs. post-calibration final, with the delta visualized. Highlights grade inflation, grade compression, and outlier Managers (too lenient, too harsh, too clustered). The calibration committee's working view.
Goal Attainment
Per Period × Department: percent of active Goals at each Status (OnTrack / AtRisk / OffTrack / Completed / Missed), median ProgressPercent, count of Goals with no GoalCheckin in the last 30 days. Surfaces stale OKRs and at-risk objectives.
Time-to-Complete Cycle
Days from ReviewCycles.LaunchDate to each ReviewInstance.Status: Done, by Manager, Department, and Cycle. Identifies which Managers are bottlenecks and which Departments need cycle-cadence adjustment.
Peer-Feedback Coverage
Per ReviewInstance: peers nominated, peers approved, peers submitted, average peer score vs. self vs. manager — flags employees with too few peer responses (statistical noise) and large self-vs-manager divergence (calibration-meeting talking points).
Manager Calibration Outlier
Per Manager: average pre-calibration ManagerAssessment score, post-calibration final score, count of CalibrationItems where ChangeRationale was required (i.e. the score moved). Highlights Managers whose ratings consistently move during calibration — coaching signal for the next cycle.
Development & PIP Pipeline
Active DevelopmentPlans and PIPs by Department × Manager, days-since-start, mid-point status, expected end date. PIPs broken out by Outcome. The HR Manager's growth-and-escalation operations view.
CheckIn Compliance
Per Quarter × Manager: percent of direct reports with a Completed CheckIn for the quarter, percent SkippedReason captured. The 1:1 hygiene report — used by HR to coach Managers who are skipping their cadence.
One connected workspace
Cycle Progress Dashboarddrill-down
Per ReviewCycle: count of ReviewInstances by Status, percent SelfAssessment submitted, percent ManagerAssessment submitted, percent Peer windows open / closed, calibration sessions scheduled / done, ratings finalized, ratings released. Drills into Department × Manager and into the per-Instance grain. The HR Manager's daily landing report during a live cycle.
| Cycle | Status | Self Assessment Due Date | Manager Assessment Due Date | Manager |
|---|---|---|---|---|
| RC-9483 | NotStarted | 19 Sep | 22 Sep | RD |
| RC-2751 | SelfAssessmentInProgress | 06 Sep | 13 Sep | KT |
| RC-5050 | PeerNominationOpen | 24 Sep | 03 Oct | VC |
| RC-9985 | PeerFeedbackOpen | 28 Sep | 05 Oct | CL |
- NotStarted
- SelfAssessmentInProgress
- PeerNominationOpen
- PeerFeedbackOpen
- ManagerInProgress
- AwaitingCalibration
- CalibrationInProgress
- Calibrated
- ManagerSigned
- ReleasedToEmployee
- EmployeeAcknowledged
- EmployeeDisputed
- Done
- Cancelled
- Cycle
- RC-9483
- Manager
- RD
- Template
- RT-8107
- SelfAssessmentDueDate
- 19 Sep
- ManagerAssessmentDueDate
- 22 Sep
ownerEmployee
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
goal-cascade-from-parent — appEventTrigger on Goals.record.created (ParentGoal set) → notifies parent Goal owner of the new child OKR, bumps ChildGoalCount.
quarterly-checkin-scheduler — scheduleTrigger on quarterly cron → bulk-creates one CheckIns row per active Employee with a 14-day due date, emails Employee + Manager.
review-cycle-launch — appEventTrigger on ReviewCycles.record.updated (Status: Configured → Launched) → resolves scope, bulk-creates ReviewInstances + draft SelfAssessments + ManagerAssessments per Employee, emails launch packets. Idempotency guard: code node skips creation if a ReviewInstance already exists for the same Cycle + Employee, so a re-run after partial failure or after an Unlaunch→Re-launch sequence does not duplicate.
peer-nomination-request — appEventTrigger on ReviewInstances.record.updated (Status: SelfAssessmentInProgress AND PeerReviewEnabled) → emails Employee with nomination form; on submit, emails Manager for approval.
peer-feedback-collection — appEventTrigger on PeerNominations.record.updated (Status: Approved) → creates one PeerFeedback row per nominated peer, emails each peer the rubric and due date.
manager-review-due-reminder — scheduleTrigger daily 09:00 → finds open ReviewInstances with ManagerAssessmentDueDate at T-7 / T-3 / T-1, nudges Manager; T-1 CCs HR Manager.
calibration-session-prep — scheduleTrigger 24h before CalibrationSessions.ScheduledAt → snapshots pre-calibration scores onto CalibrationItems, emails attendees the calibration packet.
rating-finalize-and-share — appEventTrigger on Ratings.record.updated (Status: Calibrated → Final AND ReviewCycles.Status: ReleasedToEmployees) → emails Employee, advances ReviewInstance to Done, unmasks score + outcome to the Employee scope.
development-plan-from-rating — appEventTrigger on Ratings.record.updated (Status: Final, Outcome IN Top / Strong / Solid) → creates DevelopmentPlans and pre-seeds DevelopmentPlanItems for any RatingDimension below the template's DevelopmentTargetScore, emails Employee + Manager.
pip-creation-on-low-rating — appEventTrigger on Ratings.record.updated (Status: Final, Outcome: NeedsImprovement) → creates a PIPs record (60-day default), links source Rating, notifies Manager + HR Manager to schedule kick-off in person. Integrations: inbound from Core HR (Employees, Positions, Manager hierarchy, Departments, Locations — read for scope and calibration grouping), the calendar provider for CheckIns and CalibrationSessions scheduling, and optionally the LMS for course-completion linkbacks on DevelopmentPlanItems. Outbound to email (assessment reminders, peer invites, rating release, PIP kickoff alerts), the calendar provider (CalibrationSessions invites), the document store (signed PIP PDFs, frozen rating packets), and a downstream comp-planning app (Ratings export with Employee, Cycle, OverallScore, Outcome — read-only feed for merit-pool allocation).
