Performance & Approvals
Reviews, KPI monitoring, team compliance and the approval queue.
Performance Reviews
Quarterly staff performance appraisals
The Performance module is active. Staff appraisals, 360° feedback and development plans are available to your users.
No templates adopted yet. Browse the catalogue below, preview a format and adopt it for the whole company or for specific occupational levels.
Manager Review
Top-Down Appraisal
The classic supervisor-led appraisal — the manager rates the employee against competencies and goals.
Self-Assessment
Employee-Led
The employee reflects on and rates their own performance before the manager discussion.
Manager & Self Review
Combined Appraisal
A single appraisal combining the employee’s self-assessment with the manager’s ratings in one document.
360° Feedback
Multi-Rater
Multi-rater feedback from self, peers, manager, direct reports and external stakeholders.
Goals & OKRs
Outcome-Based
Objective & key-result driven appraisal focused on measurable outcomes rather than competencies.
Balanced Scorecard
Multi-Dimensional
Performance scored across four perspectives: financial, customer, internal process, learning & growth.
9-Box Talent Review
Talent Calibration
Calibration exercise plotting performance against potential on the 9-box grid.
Probation Review
Onboarding / Probation
End-of-probation review with a criteria checklist and a confirm / extend / terminate recommendation.
Behavioural / Competency-Based
Competency Framework
Competency ratings against the role profile with STAR behavioural evidence and gap analysis.