Process · Performance cycle

Performance cycle

Set review dates, gather assessments, calibrate and release results to employees.

Step by step

Plan the cycle HR Business Partner

HR Business Partner selects the cycle type and dates, with separate due dates for self and manager reviews.
- Planned and dated cycle
- Updates Performance cycles
Open goals HR Business Partner

Employees and HR Business Partner record goals against the cycle, with weight, due date and progress.
- Draft to Active
- Updates Goals, Performance cycles
Collect reviews HR Business Partner

Each review has a subject, reviewer and type. The reviewer records a narrative and rating before submitting.
- Not started, in progress, Submitted
- Updates Performance reviews
Calibrate results HR Business Partner

HR Business Partner checks submitted assessments and records the calibrated state after the decision.
- Calibrated review and cycle
- Updates Performance reviews, Performance cycles
ApprovalA person approves before the work moves on.
Release reviews HR Business Partner

HR Business Partner releases the review to the employee after calibration.
- Released result
- Updates Performance reviews
ApprovalA person approves before the work moves on.
Acknowledge and close HR Business Partner

The employee acknowledges the released review, then HR Business Partner closes the cycle when required work is complete.
- Acknowledged review and Closed cycle
- Updates Performance reviews, Performance cycles

Start free, then use Proto to change fields, steps and approvals before your team goes live.