Performance Management

Performance review setup, configuration, and user journeys

Performance Management supports structured review cycles separate from mandatory training completion. Admins configure the feature and templates; managers run reviews with their teams; learners complete their side of the journey. Start with the overview to confirm the feature is enabled for your organisation, then open the guide that matches your role.

Start here

Performance Management Overview

What the feature covers and who does what.

What are you trying to do?

Admin: configure performance
Organisation setup and templates.
Manager journey
Run reviews with your team.
Learner journey
Complete your part of a review.

Key concepts

Performance workflows are role-specific — use the guide for your role.
This is separate from course assignment and SCORM completion reporting.

Related categories

User Management — Managers and reporting lines
Reports — Training completion evidence
Settings — Related organisation configuration

All guides

Overview

What Performance Management is for, how it works, and what journeys it supports

Admin Configuration

Enable the feature, configure cadence, seed review cycles, and monitor operational health

Managers

Manager review flow from pre-meeting support to outcomes and completion

Learners

Learner journey for opening, completing, and submitting pre-meeting input

Help