HRMS › Performance & Talent
Performance Reviews
Performance and potential are different axes, and conflating them is what makes a nine-box impossible to build later.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Performance Reviews
Address in the console: /hrms/performance-reviews
List · 8 columns · 15 fields on its form · 2 of them required
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 |
|---|---|---|
| Employee | Code | employee_no |
| Worker | Text | employee_name |
| Cycle | Text | cycle_name |
| Rating | Status | overall_rating |
| Potential | Status | potential_rating |
| Reviewer | Text | reviewer_name |
| Status | Status | status |
| Promotion | Yes or no | promotion_recommended |
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 |
|---|---|---|---|
| Cycle required | Choice | Looked up from existing records | |
| Employee required | Choice | Looked up from existing records | |
| Reviewer | Choice | Looked up from existing records | |
| Overall rating | Text | ||
| Potential rating | Text | ||
| Self rating | Text | ||
| Calibrated rating | Text | ||
| Strengths | Long text | ||
| Development areas | Long text | ||
| Manager comments | Long text | ||
| Employee comments | Long text | ||
| Triggers a performance plan | Yes or no | ||
| Merit eligible | Yes or no | ||
| Promotion recommended | Yes or no | ||
| Status | Choice | draft, self_review, manager_review, calibration, shared, acknowledged, closed |
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.