People and HR

Performance appraisals

Run structured performance reviews. Open Appraisals (People ▸ Appraisals). Work is organised into cycles (e.g. “H1 2026 Review”); each employee gets one appraisal per cycle with a reviewer, an overall rating, and written feedback.

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    1. Create a cycle

    Click New cycle, give it a name and an optional period, and set it Active. Draft cycles are work-in-progress; Closed locks a finished round.

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    2. Add appraisals

    With a cycle selected, click Add appraisal, pick the employee and reviewer, then set the status, an overall rating (0 to 5) and a summary. Group the list by status to see what is pending vs completed.

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    3. Track to completion

    Move each appraisal Pending → Self review → In review → Completed. The KPI cards show how many are done and the cycle’s average rating.

Only owners, admins and people with the “Manage performance appraisals” permission can create or edit appraisals. Employees can view their own appraisal (and reviewers theirs) but cannot edit. Turn the whole module on or off in Settings ▸ Modules.

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