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Performance Management (Appraisals)

Run structured performance reviews on a repeating cycle: employees self-assess, managers evaluate, and HR verifies and seals the result. Reviews are built from reusable templates (weighted sections) and grouped into time-boxed cycles.

Screenshot: Appraisal verification dashboard — TODO

How a review flows

Every appraisal moves through the same lifecycle, and the system only ever shows each person the step that needs their action:

  1. Self-assessment — the employee reflects against each section of the template and adds evidence/comments.
  2. Manager review — the manager scores each section and writes a final assessment and rating.
  3. HR verification — HR checks the completed review, adds a verification note, and seals it.
  4. Acknowledgement — the employee reads the outcome and adds optional closing remarks (the "handshake").
  5. Completed — the review is finalized and locked as a record.

Everyone sees only their queue

  • Employees work from My Performance Reviews (/pms/appraisals/my-appraisals).
  • Managers work from the Team Performance Inbox (/pms/appraisals/team-appraisals).
  • HR works from the Appraisal Verification dashboard (/pms/appraisals/admin/appraisal-dashboard). The row's button reads Complete Action / Evaluate Now when it's your turn, otherwise View Details.

Set up templates and cycles (HR / admin)

Before reviews can start, configure two things under Performance → Appraisals → Admin:

  • Template Builder (/pms/appraisals/admin/template-builder) — define the sections employees are rated on (e.g. Goals, Competencies, Values) and give each a weightage %. Weights drive the final weighted score.
  • Cycle Manager (/pms/appraisals/admin/cycle-manager) — open a review period (e.g. FY 2081/82 Annual), pick the template, and include the employees. Opening a cycle generates a draft appraisal for each participant and notifies them to start their self-assessment.

Screenshot: Cycle Manager — open a new review cycle — TODO

The evaluation workspace

Managers (and employees, for the self-assessment view) work in the appraisal workspace (/pms/appraisals/{id}/evaluate). For each template section you'll see:

  • The section name and its weight (e.g. Weight: 30%).
  • The employee's evidence/comment (self-assessment).
  • The manager's assessment and per-section score.

At the bottom, the Overall Summary & Handshake brings it together:

  • Employee's Overall Self-Reflection
  • Manager's Final Assessment and Manager's Final Rating
  • Employee's Closing Remarks (added at acknowledgement)

Use Submit Evaluation to send the review to the next stage.

HR verification

On the Appraisal Verification dashboard, filter by Workflow State to find reviews Pending HR Action. Open one, add an HR Final Remarks & Verification Note, and verify it — the review becomes Sealed, then returns to the employee for acknowledgement.

Scores feed other modules

Final appraisal scores can inform Bonuses (performance bonus type) and surface in HR Analytics. Keeping cycles on schedule keeps those downstream views accurate.