This article gives an overview of the Performance tab, as well as an explanation for the Performance settings for allocating bonus salaries and how to create feedback forms.
You can access this tab by going to an employee's profile and clicking on the tab Performance. The Performance Overview section comprises three mains sections: Feedback, Performance meetings and Targets.
In this section, you can find all of your feedback drafts and all the feedback published for the employee. Please keep in mind that the drafts are only visible to the person who created them, whether they are supervisors or the employees themselves.
For more information on the performance feedback, have a look here.
Please note that, to write feedback for an employee or for employees to use the feedback section for self-reflection, an edit right is needed for the Performance data.
2. Performance meetings
In this section, you can have an overview of the upcoming meetings or click on Schedule meeting to create a new meeting.
For more information on how to set up and manage performance meetings, have a look here.
In this section, you can have an overview of the set targets or click on Create new targets to enter a new target for the employee.
For more information on how you can define and manage target agreements, have a look here.
Configuring Bonus distribution
In your account, navigate to Settings > Performance > General and click on Edit next to General performance settings. You can now choose the interval for paying performance-based bonuses. These can be activated in combination with target agreements. The following options are available:
- End of period
- After period
- Distribute evenly over period
For more information on the different bonus distribution options, have a look at the Target Agreements article.
Configuring Form Templates
If you go to the Form template tab, you can create forms that will be used for the feedback section of the Performance tab (in the Employee profile). By doing so, you can customize the information to be collected regarding an employee's performance.
To create a new form, click on the Create a new form button, give a name to the template and click on Create.
You can then add questions to your form by clicking on the Add questions button. In the configuration window, enter your question and click on Add to save the question.
You can edit the question by clicking on it. Don't forget to click on the Save button to make sure your changes are reflected.
Once your template is created, you can then use the drag and drop function to organize the questions in your preferred order. Once you are done, click on the Save button.
For more information on how to use the form templates for managing your employee's performance, you can have a look at our best practice on performance management.
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