This article provides an overview of the Performance & Development area in Personio. 

The Performance & Development area 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. This empowers employees and supervisors to manage tasks and create, organize, send, or request feedback autonomously. 
• 360° Feedback: Collect feedback across the organization. Enable employees to complete self-reflections. 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 are interested in getting access to the Performance and Development app, you can request further information and get an individual consultation from our Customer Growth & Success Team (page only available in English and German).

Create and manage performance review cycles

To access this area, go to Performance & Development > Cycles. Administrators and employees with the necessary access rights 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 will only see review cycles relevant to them and their direct reports. View the details of a specific performance review cycle.

360° feedback

Under Performance & Development > Feedback, you can access different types of reviews: Self Reviews, Peer Reviews, Upward Reviews, and Manager Reviews. They are grouped under the following tabs:

• To do: All the reviews assigned to you that you need to complete. It also includes continuous feedback drafts and is only visible to you.
• About others: All the reviews you sent, including continuous feedback.
• About you: All the reviews you received, including continuous feedback.

Learn more about edit and view access rights 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 access rights.

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 Performance & Development > Goals, Personio offers the possibility to 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 access rights, see our View and edit access in the Performance & Development area article.

Learn more and sign up

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 & Development page to express your interest and learn more about how our solution fits into your needs.

Learn how to upgrade to our Performance & Development package or contact your Account Manager through Help & Feedback.

Set up the Performance & Development area

If you're an admin and you need to set up the Performance & Development area, follow these steps:

1. Grant yourself edit rights for all the sections of the Performance & Development area.
2. By default, Performance & Development features are not visible to all employees. Learn how to configure feature visibility.
3. Learn about the different features explained in this article.