HRMS › Performance & Talent
Performance Cycles
The period, the rating scale and whether ratings have to fit a distribution.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Performance Cycles
Address in the console: /hrms/performance-cycles
List · 8 columns · 16 fields on its form · 4 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Type | Status | review_type |
| From | Date | period_start |
| To | Date | period_end |
| Status | Status | status |
| Calibrated | Yes or no | calibration_required |
| Check-ins | Status | checkin_cadence |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Period start required | Date | ||
| Period end required | Date | ||
| Type | Choice | annual, mid_year, quarterly, probation, project, continuous | |
| Rating scale | Text | Held as data so a rating from three years ago still means what it meant. | |
| Self review required | Yes or no | ||
| Peer review | Yes or no | ||
| Upward review | Yes or no | ||
| Calibration required | Yes or no | ||
| Status | Choice | planned, open, in_review, calibration, closed | |
| Opens | Date | ||
| Closes | Date | ||
| Review workflow | Choice | Looked up from existing records | Blank: the company’s workflow for the review type, or the steps the switches above imply. |
| Goal check-ins | Choice | none, weekly, biweekly, monthly, quarterly | |
| Grace (days) | Number |
What you can do here
Start reviews
Asks for confirmation: Start every draft review of this cycle at its first step?
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Performance & Talent
RecordsPerformance ReviewsOpenRecordsGoalsOpenRecordsGoal Check-insOpenViewCheck-in StatusOpenRecordsDevelopment PlansOpenRecordsDevelopment ActionsOpenRecordsReview WorkflowsOpenRecordsReview Workflow StepsOpenViewReview HistoryOpenRecordsTalent ProfilesOpenRecordsSuccession PlansOpenRecordsSuccession CandidatesOpen