Overview
What Performance Management is for, how it works, and what journeys it supports
What It Is For
Performance Management creates a consistent review process across your organization with learner pre-meeting input, manager outcomes, objective alignment, and auditable completion events.
- Standardized review quality across teams
- Clear responsibilities for admins, managers, and learners
- Operational visibility through upcoming/overdue and completion trends
- Audit-ready evidence of key lifecycle actions
Who Uses It
| Role | Primary Responsibilities |
|---|---|
| Admin | Enable module, configure cadence, seed initial cycle, monitor operations |
| Manager | Run team review conversations, submit on-behalf where needed, complete reviews |
| Learner | Complete pre-meeting input and participate in review discussions |
Lifecycle (Simple)
- Scheduled - review exists and is awaiting activity.
- In Progress - learner/manager content has started.
- Submitted - pre-meeting submitted for manager handling.
- Locked - review completed and closed.
- Reopened - previously locked review reopened for updates.
Next Guides
- Admin Configuration - Setup, cadence, and cycle launch.
- Managers - Manager review flow and completion behavior.
- Learners - Learner pre-meeting journey.