To get the most from Performance, we recommend you set up the following before using the module.

General Settings

Select which modules you want to make available within performance.

Performance Permissions

Control the depth of access for a manager.

Performance Groups

Create performance groups, performance group managers, and assign employees to performance groups.


Select your goal methodology name and other optional goal settings.


Organise your section order, create meeting checklists, and create meeting templates.


Control how you want feedback to appear - add competencies, edit review settings, and edit mail templates.


Access survey settings in preparation to create surveys and look at survey reports.

Development Goals

Create development goal templates and development methods.


Create general and professional competencies.

Review Cycles

Create reminders for review related tasks such as 1-to-1 meetings.

Return to our knowledgebase collection for Performance.

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