Performance
The Performance module brings together goals, reviews, 1:1 meetings, and feedback in one place. It helps managers and employees stay aligned on expectations and track progress throughout the year.
Key features
- Goals — set individual goals with key results, deadlines, and progress tracking
- Reviews — run structured review cycles with customisable templates
- 1:1 meetings — schedule and track regular one-to-one conversations with agenda items and action points
- Feedback — give and receive feedback (praise, constructive, or general) at any time
How it works
Goals
Employees and managers can create goals together:
- Go to Performance > Goals
- Click New Goal
- Define the goal with a title, description, and due date
- Add key results — measurable milestones that indicate progress
- Update progress over time as key results are achieved
Goals can be aligned to team or company objectives, making it easy to see how individual work contributes to the bigger picture.
Reviews
Review cycles are structured performance assessments, typically run quarterly or annually:
- An admin creates a review cycle with a template and timeline
- Employees complete a self-assessment
- Managers complete their assessment of each direct report
- A review meeting is held to discuss the results
- Final ratings and comments are recorded
1:1 meetings
Regular 1:1s keep managers and reports aligned:
- Go to Performance > 1:1s
- Create or join a 1:1 series with your manager or report
- Add agenda items before each meeting
- During the meeting, capture notes and action points
- Action points carry forward to the next 1:1 until completed
Feedback
Feedback can be given at any time, not just during formal reviews:
- Praise — recognise great work
- Constructive — suggest improvements
- General — share observations
Feedback is visible to the employee and their manager, building a continuous record that informs review discussions.
Admin setup
Configure review templates, cycle timelines, and goal categories from Admin > Performance.