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 · 10 columns · 15 fields on its form · 2 of them required · 4 actions
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 |
| Step due | Date | step_due_on |
| Overdue | Yes or no | step_overdue |
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, approval, shared, acknowledged, closed |
What you can do here
Start primary
Asks for confirmation: Start this review at its first step?
Decide step
Asks for: Decision* Calibrated rating Overall rating Comment (required to send back)
Send calendar invite
Send a calendar invitation
Asks for: Starts* Minutes Where Also invite Note
Cancel calendar invite
Asks for confirmation: Send a cancellation to everybody invited? It is removed from their calendars.
* required
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.