Admin Configuration
Enable the feature, configure cadence, seed review cycles, and monitor operational health
Setup Steps
Enable Performance Module
Confirm your tenant has Performance Module access enabled before configuring settings.
Set Default Cadence
In Admin - Performance Management, set tenant cadence to monthly, quarterly, or annually.
Set Cadence Start Date
This anchors the first scheduled-cycle assignments for learners in scope.
Apply Department Overrides (Optional)
Override the default cadence for specific departments where review frequency differs.
Create Initial Cycle
Use Create initial Performance Review cycle and validate created/skipped counts.
Monitor and Export
Use snapshot/trends/upcoming/overdue views and export CSV for governance reporting.
Business Objectives (Admin)
Business objectives are maintained in the same Admin Performance Management area and are used to align review conversations to strategic priorities.
| Admin Action | Why It Matters |
|---|---|
| Add objective title and description | Gives managers and learners a shared strategic reference |
| Keep objective names specific and measurable | Improves consistency of outcomes and follow-up actions |
| Review objectives quarterly | Keeps review alignment current as business priorities evolve |
| Retire outdated objectives | Reduces confusion and keeps review choices relevant |
Tip
Reports, Analytics, and Exports
Admins can monitor review health and participation quality directly from the Performance Management analytics area.
| Area | What to Use It For |
|---|---|
| KPI tiles | Track total reviews, upcoming, overdue, completion rate, and no-line-manager counts |
| Snapshot tab | Compare learner and manager feedback by group |
| Trend reports | Spot confidence, workload, and manager sentiment shifts over time |
| Upcoming and overdue tabs | Operational queue management and prioritization |
| Filters (department/location/manager/timeframe) | Narrow analysis for governance and leadership reviews |
| Export CSV | Share evidence with HR, leadership, or compliance stakeholders |
Recommended cadence: review KPIs weekly, trend reports monthly, and export a governance snapshot at least once per reporting cycle.
What to Check After Setup
- Expected users received review assignments.
- No-line-manager KPI is low and understood.
- Upcoming and overdue queues look reasonable.
- Completion rate begins moving as reviews progress.
- Business objectives are visible and usable in review workflows.
- Audit logs show assignment, pre-meeting completion, and review completion events.
Tip
Governance and Audit Coverage
| Event | What You Should See in Audit Logs |
|---|---|
| Review assigned | Assignment event with actor and target review context |
| Pre-meeting completed by learner | Self completion event with learner context |
| Pre-meeting completed on behalf | On-behalf completion event with manager/admin actor context |
| Review completed | Completion event when review is locked |
For governance reviews, validate these events are present and human-readable in Admin Audit Logs.
FAQ
Do I need to set a start date before creating the initial cycle?
Yes. A cadence start date is required to anchor scheduled-cycle assignments.
Why were some users skipped when I created the initial cycle?
Common reasons are existing open reviews for that user or missing line-manager relationships.
How often should I review Performance Management reports?
Weekly for queue health (upcoming/overdue), monthly for trend analysis, and each reporting cycle for governance exports.
What is the best way to manage business objectives?
Keep a concise objective set, review quarterly, retire outdated objectives, and ensure language is specific enough for measurable follow-up.
Can managers complete pre-meeting input on behalf of learners?
Yes. This is supported for meeting scenarios, and the audit trail distinguishes self-completed vs on-behalf completion.
What should I do if audit events are not visible?
Confirm performance-related action filters are included in Audit Logs and that the review action reached completion successfully.