This article provides an overview of the Performance and Development app.
The Performance app offers comprehensive performance management and training management functionalities:
- Automated performance review cycles: Use the Performance Review Cycle Builder to create and trigger standardized performance review cycles across the organization. With this feature, employees and supervisors can manage tasks and create, organize, send, or request feedback autonomously.
- 360° Feedback: Collect feedback across the organization. Send or request feedback to/from any employee in the organization. Record your thoughts on an employee's performance.
- Centralized training management: Create courses and training sessions, enroll employees in training sessions, and track employee attendance in one location.
- Centralized goal management: View, create, and edit goals for all employees in your organization.
If you're interested in getting access to the Performance app, you can request further information and get an individual consultation from our Customer Growth & Success Team (page only available in English and German).
Access Performance & Development functionalities
If you need access to the Performance area, follow these steps:
- Ask your Personio Administrator to grant you edit rights for all the functionalities of the app.
- By default, Performance features aren't visible to all employees. Learn how to configure feature visibility.
- Learn about the different features explained in this article.
Create and manage performance review cycles
To access this area, go to Performance > Review Cycles. Administrators and employees with the necessary permissions use this area to:
- Create new performance review cycles using the Performance Review Cycle Builder.
- Manage performance review cycles.
- Create and manage a performance meeting.
Supervisors only see review cycles relevant to them and their direct reports. View the details of a specific performance review cycle.
360° feedback
Under Performance you can access the central hub where you can track, manage, and reflect on feedback and reviews to foster your growth and development.
Learn more about edit and view permissions for performance review cycles, continuous feedback, and notes.
Training management
All employees can access the training section from the sidebar. They can see the following tabs, depending on their role or permissions.
Course catalog
This tab is visible to all employees and displays all courses with at least one session open to self-enrollment. Employees can view the catalog and join courses using the Sign up button.
Administrators and employees with edit rights to Training can manage courses and sessions in the catalog. Management functionalities include:
- Add new courses and course sessions.
- Edit course details or edit session details.
- Manage courses and course sessions.
- Manage external courses.
My training
This tab is visible to all employees and contains both planned courses and training history.
Employee training
The Employee training tab provides an overview of individual employee training records. Only Administrators, employees with edit rights to Training, and Supervisors can view this tab.
- Supervisors can only see their direct reports.
- Admins and those with edit rights can see all employees.
Goal management
Under Goals, you can configure and manage performance goals for all employees in your organization. Here, you can:
- Create and configure goals. For each goal, you can define appropriate subgoals to measure progress.
- Link a goal to a salary bonus and choose how to distribute the bonus between weighted subgoals.
- Comment on goals to ensure constant, transparent communication with your reports or your supervisor.
- Export goals to PDF.
- See the complete history of a goal.
For more information on what goals you can view and edit depending on your role and permissions, see our View and edit access in the Performance area article.
More information
To read more about Performance Management and how it can support the retention of talent, visit our website and read our Attraction Plus Whitepaper or take a look at our Performance Management Guide.
See the Personio Performance page to express your interest and learn more about how our solution fits into your needs.