Best Practices: Performance Management


This article refers to the Goals and Feedback features in the Performance tab of the employee profile, which will be discontinued on the 1st of January 2023 for all users without the Performance & Development package. By the same date, new, improved Goals and Feedback features will be available to all customers with the Performance & Development package.

The following article is an overview of well-established best practices for your performance management.


Best Practice Performance Feedback

Using the performance feedback section, your employees can write self-reflections about their performance. You can create specific form templates to guide them through this exercise.

For more information on how to create form templates, see Performance Settings


To be able to write their own feedback, your employees must have edit rights under the Performance data section. 


Best Practices Form Templates

After navigating to Settings > Performance > Performance & Development > Form templates, you can create templates to use to track your employee's performance.

The following is a list of templates you can create for the different types of feedback you would like to collect.

Form Template name Example of questions or general themes
  • Are you satisfied with your tasks and responsibilities?
  • Are you satisfied with your working environment?
  • Do you have any requests, suggestions or ideas for change?
End of probation period discussion
  • Updates on the last six months
  • Supervisor feedback (behavior and performance)
  • Personal development goals
Review meeting
  • General feedback
  • Development potential
  • Personal development goals


Goal setting discussion


  • What were some goal achievements of the past period?
  • What are improvement opportunities?
  • What are the employee's suggestions and concerns?
  • How will the discussed results be put into practice?


Best Practices Goal Agreements

You can define goals by navigating to the Performance tab of the employee's profile and then clicking on Add new goal within the Goal section.

You can define any number of KPIs for each agreed goal. The following three KPI types are available:

  • Binary: goal achieved or not achieved
  • Qualitative: not directly measurable
  • Quantitative: directly measurable

You can also determine whether KPIs should be considered in the bonus calculation and how they are weighted. The following example shows established KPIs and their goals:

KPI Goal KPI Type
Establish knowledge transfer within the department
  • Hold 4 units per month with minimum 3 participants
  • Qualitative
150k in additional sales
  • Goal: 150; Result: 93
  • Quantitative
Trade fair visit
  • Visit a relevant trade fair
  • Binary
Customer satisfaction
  • From quarterly survey
  • Qualitative

The following is the overview of the goals as mentioned above, once set up in the employee's profile:


More Information



Article is closed for comments.

    Topics of this article