Employee goals and performance reviews

Workflow overview#

1. Set meaningful goals

   Record goals with enough context to support a useful review. Agree on the work and expectations before assessing progress.

2. Run the review

   Bring goals and feedback into the configured performance process. Keep the employee and reviewer responsibilities clear as the cycle progresses.

3. Follow the decision

   Record review outcomes and follow the required approvals. Where an appraisal proposes a salary revision, payroll administrators make the financial decision.

Access and next steps#

Available controls depend on your workspace configuration and access to the relevant records. If an area is missing, ask your administrator to review your access.

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