Talent

Goals & Reviews

Goals and key results are tracked as they move. When the cycle opens, the form is already populated by twelve months of evidence rather than by whoever remembers hardest.

Goals and key results with progress against each measure.
Available on Standard, Premium, Enterprise — not included on lower plans.

How it is used

Goals and review cycles per employee. Reviews are visible to the person being reviewed, which is the point of running them here rather than in a spreadsheet.

How it works, screen by screen

Every screen below is the real one, photographed from a working tenant, with the route it lives at so you can go straight to it.

  1. 01

    Set goals with measures on them

    /admin/performance

    Goals and key results with progress against each measure, so a review opens with numbers in front of it rather than with recollection of the last two weeks.

    Goals and key results with progress against each measure.
  2. 02

    Delivery feeds the review

    /admin/employees/performance

    Completed project work rolls up per person. The appraisal argues from what was actually delivered, which is the part a spreadsheet of ratings cannot show.

    The task performance leaderboard drawn from completed project work.

What it does

  • Goals and key results with measurable progress
  • Review cycles with defined windows and participants
  • Competency ratings against a defined framework
  • 360 feedback from peers, reports and managers
  • Manager team scoping — you review your own line
  • Bulk review creation for a cycle
  • Task-completion performance drawn from project work

Where to find it

Administrators

  • /admin/performance
  • /admin/employees/performance

What staff see

  • /employee/performance

How it connects to the rest

Nothing below is an integration to switch on. These are the same records, read and written by more than one module.

Comes from

Goals & Reviewsthis module

Feeds into

Looking for what this replaces and why it matters? See the Goals & Reviews overview.