Performance · Questions
Performance: questions and answers
Short answers about ratings, goals, who can review, and why someone is missing from a cycle.
Common questions
- What ratings are there?
Three: Exceeds, Meets and Below. The summary is where the detail goes.
- Can I set goals?
There is no separate goals list. Write goals for the next cycle in the review's summary.
- Who can write reviews?
Anyone whose role can edit Performance, for anyone in the cycle; the built-in Manager and Member roles can. Creating a cycle needs a role that can create in Performance.
- Why is someone missing from a cycle?
Their record did not exist yet when the cycle was activated, or they were offboarded at the time.
- Can I delete a cycle?
No. Close it instead; closed cycles stay in the picker for the record.
Read next
Performance: review cycles for your team
Run review cycles, periods in which everyone gets a rating and a written review, and keep each person's reviews on their record.
Get time off, reviews and hiring, and what happens if the group lapses
People, the time clock and payroll are in every licence. Time off, reviews, hiring and onboarding come with Chain and are an extra group on Standard, which an owner manages on the web; if it ends, their data is kept 30 days, then erased.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Performance
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