Overview
What Performance Management is for, how it works, and what journeys it supports
What it is for
Performance Management creates a consistent Performance Review process across your organisation. Instead of scattered notes or ad-hoc spreadsheets, TrainMeUK provides:
- Learner pre-meeting input before the manager conversation
- Structured manager outcomes, ratings, and objective alignment
- Scheduled cadence (monthly, quarterly, or annual) with optional department overrides
- Operational visibility — upcoming, overdue, completion rate, and sentiment trends
- Audit-ready evidence of assignment, submission, and completion events
Module access
Performance Management is an optional module. When enabled, learners see a Performance tab on Profile; managers use Team Management; administrators use Admin → Employee Performance.
Where each role works
| Role | Navigation path | Primary responsibilities |
|---|---|---|
| Admin / HR | Admin → Employee Performance (/admin/performance-management) | Configure cadence, seed cycles, templates, company objectives, monitor KPIs and exports |
| Manager | Team Management → team member → Performance Reviews (/team-management) | Schedule reviews, review pre-meeting input, capture outcomes, lock reviews |
| Learner | Profile → Performance tab; dashboard tasks (/profile, training dashboard) | Complete pre-meeting form, participate in review, view locked outcomes |
Deep dives: Admin Configuration, Managers, Learners.
Review lifecycle and statuses
Each Performance Review moves through clear statuses shown on admin queues, Team Management, and Profile:
| Status | Meaning |
|---|---|
| scheduled | Review exists; awaiting learner or manager activity |
| in_progress | Pre-meeting or review content has been started but not submitted |
| submitted | Learner submitted pre-meeting input; manager should schedule or conduct the review |
| locked | Review completed and closed — outcomes are final unless reopened |
| reopened | Previously locked review unlocked for corrections; must be locked again when done |
Tip
End-to-end flow (typical cadence review)
- Admin sets default frequency, anchor date, and due-date policy, then runs Create initial Performance Review cycle (seed).
- System creates scheduled reviews for in-scope learners who have a line manager and no conflicting open review.
- Learner completes pre-meeting input from Profile → Performance or the dashboard task.
- Manager opens the review from Team Management, holds the conversation, records outcomes, and locks the review.
- Admin monitors completion rate, overdue queue, and trend reports; exports CSV for governance if needed.
Optional automation can seed new starters or manager assignments after the initial tenant seed — configured in Employee Performance settings.
Line managers and reporting lines
Performance Reviews attach to each learner's line manager (manager relationship on the user record). The admin dashboard tracks learners with no line manager — they are skipped during seeding until a manager is assigned.
Managers only act on their direct reports via Team Management. Admins see organisation-wide analytics, filters by department, location, and line manager, and can open embedded review oversight from the individual report tab.
Reopening a locked review
Managers (and admins with access) can reopen a locked review when corrections are needed. The UI prompts for a reopen reason; the status moves to reopened until the review is locked again. Reopen events belong in your audit trail alongside completion events.
Warning
Cadence at a glance
| Setting | Options / notes |
|---|---|
| Default frequency | Monthly, quarterly, or annually (tenant default) |
| Frequency anchor date | Required before initial seed — anchors scheduled cycle assignments |
| Days until due | Due date = days from assignment (pre-meeting deadline) |
| Department overrides | Per-department frequency; blank inherits tenant default |
| Auto-seed | Optional: new starters, new manager assignment, after initial seed |
FAQ
Is Performance Management the same as training assignments?
No. Training assignments track course completion. Performance Reviews track structured conversations, pre-meeting reflections, manager outcomes, and objectives — with their own statuses and audit events.
Can a learner have two open reviews?
The system prevents duplicate open reviews for the same learner. Managers see a warning if they try to schedule a second open review.
What happens if pre-meeting is not submitted before the meeting?
The manager can complete pre-meeting input during the call and submit on the learner's behalf. Audit logs distinguish self-completed vs on-behalf completion.
Where do I configure review form questions?
Admins manage templates under Employee Performance → Performance Review settings → Templates. Published template versions drive the fields managers and learners see.
Next guides
- Admin Configuration — Setup, cadence, seed, and reporting
- Managers — Team Management review workflow
- Learners — Pre-meeting journey on Profile