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|
|End of probation period discussion||
Goal setting discussion
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:
|Establish knowledge transfer within the department||
|150k in additional sales||
|Trade fair visit||
The following is the overview of the goals as mentioned above, once set up in the employee's profile:
- Learn more about how to manage performance goals and key results.
- Find out more about how to link a performance-based bonus to a performance goal.