Managing Performance
This guide walks you through the core workflows in the Performance module, including creating goals, submitting feedback, and navigating to new appraisal cycles.Prerequisites
- You have access to the Performance module in Blank HR
- At least one employee exists in your system to assign feedback to
1
Open the Performance dashboard
Navigate to Dashboard > Performance. The Performance overview page will load, showing your current performance data and activity.
2
Create a new goal
Go to Dashboard > Performance > Goals and click the New Goal button. A dialog will appear.
- In the first dropdown, select the appropriate Goal Category or type from the list.
- In the Title field, enter the name of the goal (for example,
Complete Q2 objectives). - Click Save to create the goal.
3
Navigate to the Feedback section
Go to Dashboard > Performance > Feedback. This page displays all submitted feedback entries.
4
Add new feedback
Click the Add Feedback button. A dialog will open where you can fill in the feedback details.
5
Select the feedback recipients
In the feedback dialog:
- Click the first dropdown and select the employee you are giving feedback about.
- Click the second dropdown and select the reviewer or feedback source, if prompted.
6
Enter a rating
In the Rating field, enter a numeric score (for example,
4.5).Ratings are typically on a scale of 1 to 5. Check your organisation’s rating guidelines before submitting.
7
Submit the feedback
Click Create, Save, or Submit to finalise and record the feedback entry.
8
Navigate to the new cycle page
Go to Dashboard > Performance > Cycles > New. The new appraisal cycle setup page will load, where you can configure cycle names, date ranges, and participants.
Goals, feedback, and appraisal cycles are independent records. You can create them in any order, but linking them within the same appraisal cycle ensures a consistent and complete review process.