[{"data":1,"prerenderedAt":1445},["ShallowReactive",2],{"nav-pages":3,"search-pages":222,"page-\u002Fguides\u002Fperformance-cycles":325},[4,8,13,18,24,30,36,41,45,50,55,60,64,68,73,78,83,87,91,96,100,104,109,113,117,121,125,129,133,137,141,145,149,153,157,161,165,168,172,176,181,185,189,193,197,201,205,209,212,215,219],{"path":5,"title":6,"navTitle":7,"order":7,"module":7},"\u002Fabout","About Content Version 3",null,{"path":9,"title":10,"navTitle":11,"order":12,"module":7},"\u002Fadmin\u002Forganization","Administration and Organization Settings","Administration",1,{"path":14,"title":15,"navTitle":16,"order":12,"module":17},"\u002Fguides\u002Fadd-employee","Add New Employee Records Efficiently","Add an employee","people",{"path":19,"title":20,"navTitle":21,"order":22,"module":23},"\u002Fguides\u002Fasset-management","Manage Assets Efficiently in Ninerole HRMS","Manage 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incorporation date, statutory identifiers (PAN, TAN, CIN, GSTIN, PF, ESI), and address.",{"path":46,"title":47,"navTitle":48,"description":240,"module":49},"Add a training course to the learning catalog — title, summary, category, format, difficulty, and duration — then export course data.",{"path":51,"title":52,"navTitle":53,"description":242,"module":54},"Set up a job opening end to end — role and compensation, visibility and referral bonus, description and skills, approvers, interview rounds, pipeline stages, and the hiring team.",{"path":56,"title":57,"navTitle":58,"description":244,"module":40},"Set up a new project end to end — name and code, client and manager, billing model, dates, budget, and value — then open its dashboard.",{"path":61,"title":62,"navTitle":63,"description":246,"module":23},"Raise a helpdesk ticket from the Workplace Operations work area — subject, category, priority, and description, then create the 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and shipping addresses — then save it for use in projects.",{"path":88,"title":89,"navTitle":90,"description":258,"module":40},"Record a business opportunity against a client — owner, location, amount, pricing model, estimated revenue, probability, close date, and source.",{"path":92,"title":93,"navTitle":94,"description":260,"module":95},"Set up the building blocks of payroll — earning and deduction components, calculation formulas, and reusable salary templates.",{"path":97,"title":98,"navTitle":99,"description":262,"module":95},"Configure what appears on the payslip layout — deductions, net pay in words, bank details, footers — then review, update and download generated payslips.",{"path":101,"title":102,"navTitle":103,"description":264,"module":95},"Open your own payslips from the Payroll section, filter by period, review the earnings and deductions breakdown, and download the PDF.",{"path":105,"title":106,"navTitle":107,"description":266,"module":108},"Create a performance review cycle, build an evaluation template from weighted KRAs and KPIs, and assign it to employees.",{"path":110,"title":111,"navTitle":112,"description":268,"module":108},"Log daily progress against your goals, record achievements and manager notes on the performance timeline, and work through self review, outcomes and your PIP.",{"path":114,"title":115,"navTitle":116,"description":270,"module":17},"Keep your own profile current — personal details, work and financial information, education, certifications, skills, interests, and documents.",{"path":118,"title":119,"navTitle":120,"description":272,"module":29},"Record your daily attendance end to end — capture a webcam photo, punch in, then punch out with your work report at the end of the day.",{"path":122,"title":123,"navTitle":124,"description":274,"module":29},"Correct a missed or wrong punch — pick the date, choose what needs fixing, set the corrected times, and submit the request for approval.",{"path":126,"title":127,"navTitle":128,"description":276,"module":29},"Apply for leave from your own dashboard — choose the leave type, set the dates, add a reason, and submit for approval.",{"path":130,"title":131,"navTitle":132,"description":278,"module":35},"Create a user role in the Administration panel and assign the permissions that control what its holders can view and manage.",{"path":134,"title":135,"navTitle":136,"description":280,"module":95},"Run the readiness check, create a pay run, validate and calculate it, adjust individual amounts, finalize the payroll, and download the bank salary file.",{"path":138,"title":139,"navTitle":140,"description":282,"module":95},"Open an employee's salary details, apply a salary template, review the resulting structure in Payroll, and record a salary history entry.",{"path":142,"title":143,"navTitle":144,"description":284,"module":23},"Raise a support request from the dashboard — enter a subject and description, set the priority, and submit the ticket for assistance.",{"path":146,"title":147,"navTitle":148,"description":286,"module":40},"Log project hours from your personal workspace — add a time entry against a project, record the date and description, then submit the week for approval.",{"path":150,"title":151,"navTitle":152,"description":288,"module":95},"Review employee travel allowance and trip details, filter reimbursement claims, configure rates, and submit payments for approval.",{"path":154,"title":155,"navTitle":156,"description":290,"module":23},"Add a document to the Workplace Operations document library — title, description, category, and visibility, then choose the file and upload.",{"path":158,"title":159,"navTitle":160,"description":292,"module":54},"Add a recruitment vendor — contact details, vendor type, payment terms, statutory numbers, contract dates, and portal access.",{"path":162,"title":163,"navTitle":164,"description":294,"module":29},"Raise a WFH request from your dashboard — apply the policy, pick your dates, set a half day if needed, and submit for approval.",{"path":166,"title":167,"navTitle":7,"description":296,"module":7},"The complete HR operating system for modern businesses — hire, manage, pay, track, develop, and engage your entire workforce from one connected platform.",{"path":169,"title":170,"navTitle":171,"description":298,"module":7},"Time, attendance, shifts, work from home, geofencing, regularization, and overtime in one place.",{"path":173,"title":174,"navTitle":175,"description":300,"module":7},"Announcements and feed, recognition and rewards, surveys and polls — building a connected employee culture.",{"path":177,"title":178,"navTitle":179,"description":302,"module":7},"Tickets for HR, IT, payroll, and admin queries with assignments, SLAs, a knowledge base, and CSAT reporting.",{"path":182,"title":183,"navTitle":184,"description":304,"module":7},"Recruitment from job creation to onboarding, across jobs, candidates, interviews, and 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and billing and analytics.",{"path":210,"title":211,"navTitle":211,"description":318,"module":7},"What an AI assistant may and may not conclude from this help centre — particularly around statutory, tax and legal questions.",{"path":213,"title":214,"navTitle":214,"description":320,"module":7},"Plain definitions of the Ninerole terms that carry consequences — what each one does, and whether it can be undone.",{"path":216,"title":217,"navTitle":218,"description":322,"module":7},"The order things have to exist in — which module feeds which, and why a task is sometimes blocked until something else is set up.",{"path":220,"title":221,"navTitle":221,"description":324,"module":7},"The canonical word for each concept in Ninerole, and the on-screen labels that mean the same thing.",{"id":326,"title":106,"aboutTask":327,"body":350,"description":266,"extension":1438,"faq":7,"meta":1439,"module":108,"navTitle":107,"navigation":1440,"ogImage":365,"order":12,"path":105,"seo":1441,"stem":1442,"updated":1443,"__hash__":1444},"content\u002Fguides\u002Fperformance-cycles.md",{"purpose":266,"actor":328,"before":329,"need":331,"result":332,"unlocks":333,"answers":334,"troubleshooting":340,"related":347,"alsoCalled":349},"HR admin or a performance administrator",[330],"Employees exist to assign the template to.","Cycle name and dates, the KRAs and their weights, the KPIs inside each, and who to assign it to.","A cycle exists and a template is assigned to employees, ready to be filled in.","Employees logging progress against goals, and reviews running on the cycle.",[335,336,337,338,339],"How do I create a performance cycle?","How do I build an evaluation template?","What is the difference between a KRA and a KPI?","Why won't my template save?","How do I assign a template to employees?",[341,344],{"problem":342,"fix":343},"The template will not save.","KRA weights must total exactly 100%, and KPI weights must total 100% within each KRA.",{"problem":345,"fix":346},"Employees do not see the template.","It exists but has not been assigned. Use the assign step and pick the cycle.",[348],{"text":112,"to":110},"appraisal cycle, review cycle, evaluation template.",{"type":351,"value":352,"toc":1356},"minimark",[353,357,361,367,378,393,396,401,404,411,415,420,427,433,437,440,446,450,455,461,465,471,477,481,487,493,497,501,504,510,514,517,523,527,530,536,540,543,549,553,557,563,569,573,576,582,586,589,595,599,610,616,620,636,642,646,650,657,663,667,670,676,680,686,692,696,699,705,709,712,718,722,728,734,738,751,757,761,768,774,778,784,790,794,800,806,810,817,823,827,831,838,844,848,851,857,861,864,870,874,877,883,887,892,898,902,906,912,916,921,927,931,935,941,947,951,954,959,963,968,973,977,981,987,993,997,1000,1005,1009,1012,1018,1022,1025,1030,1034,1040,1046,1050,1055,1061,1065,1070,1076,1080,1085,1090,1094,1098,1103,1107,1111,1116,1120,1124,1130,1135,1139,1142,1147,1151,1154,1159,1163,1168,1173,1177,1181,1186,1190,1193,1199,1203,1206,1212,1216,1219,1225,1229,1233,1239,1245,1249,1255,1261,1265,1268,1274,1278,1281,1287,1291,1297,1303,1307,1313,1319,1323,1329,1335,1338,1341,1347],[354,355,106],"h1",{"id":356},"configure-performance-cycles-and-templates",[358,359,360],"p",{},"This tutorial walks through setting up a performance review cycle and building a customised evaluation template in Ninerole HRMS. You will configure cycle details, define performance criteria, and assign the template to employees.",[362,363],"youtube-embed",{"id":364,"poster":365,"title":366},"oRXyCgRECv4","\u002Fimages\u002Fthumbnails\u002Fperformance-cycles.jpg","NineRole HRMS | Configure Performance Cycles & Templates",[358,368,369,370,377],{},"Before you start, go to ",[371,372,376],"a",{"href":373,"rel":374},"https:\u002F\u002Fninerole.com",[375],"nofollow","ninerole.com"," and sign in with an administrator account.",[379,380,381],"blockquote",{},[358,382,383,384,388,389,392],{},"A template is built from ",[385,386,387],"strong",{},"KRAs"," (Key Result Areas) that must total 100% of the score, each holding ",[385,390,391],{},"KPIs"," that must total 100% within their KRA. A KPI can be one of four types — rating scale, text answer, numeric target or checklist — and this walkthrough adds one of each.",[394,395],"about-task",{},[397,398,400],"h2",{"id":399},"_1-introduction","1. Introduction",[358,402,403],{},"You will learn how to configure cycle details, define performance criteria, and assign templates to employees.",[358,405,406],{},[407,408],"img",{"alt":409,"src":410},"Introduction","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F01.png",[397,412,414],{"id":413},"open-the-performance-cycle-setup","Open the performance cycle setup",[416,417,419],"h3",{"id":418},"_2-access-the-dashboard-overview","2. Access the dashboard overview",[358,421,422,423,426],{},"Open the ",[385,424,425],{},"Dashboard"," for an overview of employee activity and key metrics.",[358,428,429],{},[407,430],{"alt":431,"src":432},"Access the dashboard overview","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F02.png",[416,434,436],{"id":435},"_3-open-the-dashboard-detail","3. Open the dashboard detail",[358,438,439],{},"Open the detailed dashboard view to explore employee journey data and performance indicators.",[358,441,442],{},[407,443],{"alt":444,"src":445},"Open the dashboard detail","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F03.png",[416,447,449],{"id":448},"_4-go-to-administration","4. Go to Administration",[358,451,422,452,454],{},[385,453,11],{}," section, where organizational settings and performance configuration live.",[358,456,457],{},[407,458],{"alt":459,"src":460},"Go to Administration","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F04.png",[416,462,464],{"id":463},"_5-open-the-performance-module","5. Open the Performance module",[358,466,467,468,470],{},"Open ",[385,469,204],{}," to configure and monitor cycles and related data.",[358,472,473],{},[407,474],{"alt":475,"src":476},"Open the Performance module","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F05.png",[416,478,480],{"id":479},"_6-open-cycle-setup","6. Open Cycle Setup",[358,482,422,483,486],{},[385,484,485],{},"Cycle Setup"," page to create or modify review cycles for your organization.",[358,488,489],{},[407,490],{"alt":491,"src":492},"Open Cycle Setup","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F06.png",[397,494,496],{"id":495},"create-a-performance-cycle","Create a performance cycle",[416,498,500],{"id":499},"_7-enter-the-cycle-name","7. Enter the cycle name",[358,502,503],{},"Type a name for the cycle, or pick an existing one to review and update its settings.",[358,505,506],{},[407,507],{"alt":508,"src":509},"Enter the cycle name","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F07.png",[416,511,513],{"id":512},"_8-set-the-start-date","8. Set the start date",[358,515,516],{},"Enter the start date to define when the review period begins.",[358,518,519],{},[407,520],{"alt":521,"src":522},"Set the start date","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F08.png",[416,524,526],{"id":525},"_9-set-the-end-date","9. Set the end date",[358,528,529],{},"Enter the end date to close the review period.",[358,531,532],{},[407,533],{"alt":534,"src":535},"Set the end date","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F09.png",[416,537,539],{"id":538},"_10-create-the-cycle","10. Create the cycle",[358,541,542],{},"Create the cycle with the name and dates you entered, so reviews can be attached to it.",[358,544,545],{},[407,546],{"alt":547,"src":548},"Create the cycle","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F10.png",[397,550,552],{"id":551},"start-a-performance-template","Start a performance template",[416,554,556],{"id":555},"_11-open-performance-templates","11. Open Performance Templates",[358,558,422,559,562],{},[385,560,561],{},"Templates"," section to manage and create evaluation templates for your cycles.",[358,564,565],{},[407,566],{"alt":567,"src":568},"Open Performance Templates","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F11.png",[416,570,572],{"id":571},"_12-start-a-new-template","12. Start a new template",[358,574,575],{},"Click to begin a new template and define its evaluation criteria and structure.",[358,577,578],{},[407,579],{"alt":580,"src":581},"Start a new template","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F12.png",[416,583,585],{"id":584},"_13-enter-the-template-name","13. Enter the template name",[358,587,588],{},"Give the template a name, for example \"Sales Daily Tracker\".",[358,590,591],{},[407,592],{"alt":593,"src":594},"Enter the template name","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F13.png",[416,596,598],{"id":597},"_14-describe-the-template","14. Describe the template",[358,600,601,602,605,606,609],{},"Use ",[385,603,604],{},"Description"," to record what this template is for. The ",[385,607,608],{},"Live preview"," panel on the right shows exactly what your team will fill in.",[358,611,612],{},[407,613],{"alt":614,"src":615},"Describe the template","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F14.png",[416,617,619],{"id":618},"_15-select-the-frequency","15. Select the frequency",[358,621,622,623,626,627,631,632,635],{},"Set ",[385,624,625],{},"Frequency"," to ",[628,629,630],"em",{},"Daily"," or ",[628,633,634],{},"Weekly"," — this decides how often the team completes the form.",[358,637,638],{},[407,639],{"alt":640,"src":641},"Select the frequency","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F15.png",[397,643,645],{"id":644},"define-the-first-kra-and-a-numeric-kpi","Define the first KRA and a numeric KPI",[416,647,649],{"id":648},"_16-name-the-key-result-area","16. Name the Key Result Area",[358,651,652,653,656],{},"Enter the ",[385,654,655],{},"KRA"," — the performance objective this group of KPIs measures, for example \"Delivery\".",[358,658,659],{},[407,660],{"alt":661,"src":662},"Name the Key Result Area","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F16.png",[416,664,666],{"id":665},"_17-set-the-kra-weight","17. Set the KRA weight",[358,668,669],{},"Set the KRA's weight. All KRA weights must total exactly 100%.",[358,671,672],{},[407,673],{"alt":674,"src":675},"Set the KRA weight","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F17.png",[416,677,679],{"id":678},"_18-enter-the-kpi-label","18. Enter the KPI label",[358,681,652,682,685],{},[385,683,684],{},"KPI label"," so the metric being measured is clear.",[358,687,688],{},[407,689],{"alt":690,"src":691},"Enter the KPI label","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F18.png",[416,693,695],{"id":694},"_19-open-the-kpi-weight-field","19. Open the KPI weight field",[358,697,698],{},"Select the KPI's weight field. KPI weights inside one KRA must also total 100%.",[358,700,701],{},[407,702],{"alt":703,"src":704},"Open the KPI weight field","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F19.png",[416,706,708],{"id":707},"_20-set-the-kpi-weight","20. Set the KPI weight",[358,710,711],{},"Enter the weight value to balance this KPI's impact on the score.",[358,713,714],{},[407,715],{"alt":716,"src":717},"Set the KPI weight","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F20.png",[416,719,721],{"id":720},"_21-choose-the-unit","21. Choose the unit",[358,723,622,724,727],{},[385,725,726],{},"Unit"," — calls, ₹, demos, or whatever the metric is counted in.",[358,729,730],{},[407,731],{"alt":732,"src":733},"Choose the unit","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F21.png",[416,735,737],{"id":736},"_22-select-the-direction","22. Select the direction",[358,739,622,740,626,743,746,747,750],{},[385,741,742],{},"Direction",[628,744,745],{},"Higher is better",", or ",[628,748,749],{},"Lower is better"," for metrics like defects and turnaround time.",[358,752,753],{},[407,754],{"alt":755,"src":756},"Select the direction","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F22.png",[416,758,760],{"id":759},"_23-set-the-target-per-entry","23. Set the target per entry",[358,762,763,764,767],{},"Enter ",[385,765,766],{},"Target per entry"," — the value the employee should hit each time they fill the form in.",[358,769,770],{},[407,771],{"alt":772,"src":773},"Set the target per entry","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F23.png",[416,775,777],{"id":776},"_24-set-the-meets-at-threshold","24. Set the \"meets at\" threshold",[358,779,622,780,783],{},[385,781,782],{},"Meets at (%)"," — the share of target that counts as meeting expectations.",[358,785,786],{},[407,787],{"alt":788,"src":789},"Set the meets-at threshold","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F24.png",[416,791,793],{"id":792},"_25-set-the-exceeds-at-threshold","25. Set the \"exceeds at\" threshold",[358,795,622,796,799],{},[385,797,798],{},"Exceeds at (%)"," — the point above which performance counts as exceeding expectations.",[358,801,802],{},[407,803],{"alt":804,"src":805},"Set the exceeds-at threshold","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F25.png",[416,807,809],{"id":808},"_26-mark-the-kpi-as-required","26. Mark the KPI as required",[358,811,812,813,816],{},"Tick ",[385,814,815],{},"Required"," so the KPI must be filled in for the evaluation to be complete.",[358,818,819],{},[407,820],{"alt":821,"src":822},"Mark the KPI as required","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F26.png",[397,824,826],{"id":825},"add-a-rating-scale-kpi","Add a rating-scale KPI",[416,828,830],{"id":829},"_27-add-a-rating-scale-kpi","27. Add a rating scale KPI",[358,832,833,834,837],{},"Click ",[385,835,836],{},"Rating scale"," to add a second KPI scored on a scale rather than a number.",[358,839,840],{},[407,841],{"alt":842,"src":843},"Add a rating scale KPI","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F27.png",[416,845,847],{"id":846},"_28-enter-its-kpi-label","28. Enter its KPI label",[358,849,850],{},"Enter the label for the rating-scale KPI.",[358,852,853],{},[407,854],{"alt":855,"src":856},"Enter its KPI label","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F28.png",[416,858,860],{"id":859},"_29-set-its-weight","29. Set its weight",[358,862,863],{},"Set this KPI's weight within the KRA.",[358,865,866],{},[407,867],{"alt":868,"src":869},"Set its weight","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F29.png",[416,871,873],{"id":872},"_30-choose-the-scale","30. Choose the scale",[358,875,876],{},"Select the rating scale to be used when this KPI is evaluated.",[358,878,879],{},[407,880],{"alt":881,"src":882},"Choose the scale","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F30.png",[416,884,886],{"id":885},"_31-set-its-meets-at-threshold","31. Set its \"meets at\" threshold",[358,888,622,889,891],{},[385,890,782],{}," for the rating-scale KPI.",[358,893,894],{},[407,895],{"alt":896,"src":897},"Set its meets-at threshold","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F31.png",[416,899,901],{"id":900},"_32-set-its-exceeds-at-threshold","32. Set its \"exceeds at\" threshold",[358,903,622,904,891],{},[385,905,798],{},[358,907,908],{},[407,909],{"alt":910,"src":911},"Set its exceeds-at threshold","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F32.png",[416,913,915],{"id":914},"_33-mark-it-as-required","33. Mark it as required",[358,917,812,918,920],{},[385,919,815],{}," so this KPI is always included in the assessment.",[358,922,923],{},[407,924],{"alt":925,"src":926},"Mark it as required","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F33.png",[397,928,930],{"id":929},"add-a-text-answer-kpi","Add a text-answer KPI",[416,932,934],{"id":933},"_34-add-a-text-answer-kpi","34. Add a text answer KPI",[358,936,833,937,940],{},[385,938,939],{},"Text answer"," to add a KPI that captures a written, qualitative response.",[358,942,943],{},[407,944],{"alt":945,"src":946},"Add a text answer KPI","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F34.png",[416,948,950],{"id":949},"_35-enter-its-kpi-label","35. Enter its KPI label",[358,952,953],{},"Enter the label — this is the question your team answers in their own words.",[358,955,956],{},[407,957],{"alt":855,"src":958},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F35.png",[416,960,962],{"id":961},"_36-mark-it-as-required","36. Mark it as required",[358,964,812,965,967],{},[385,966,815],{}," so the written answer cannot be skipped.",[358,969,970],{},[407,971],{"alt":925,"src":972},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F36.png",[397,974,976],{"id":975},"add-a-second-numeric-kpi","Add a second numeric KPI",[416,978,980],{"id":979},"_37-add-a-numeric-target-kpi","37. Add a numeric target KPI",[358,982,833,983,986],{},[385,984,985],{},"Numeric target"," to add another measurable KPI.",[358,988,989],{},[407,990],{"alt":991,"src":992},"Add a numeric target KPI","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F37.png",[416,994,996],{"id":995},"_38-enter-its-kpi-label","38. Enter its KPI label",[358,998,999],{},"Enter the label for the numeric KPI.",[358,1001,1002],{},[407,1003],{"alt":855,"src":1004},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F38.png",[416,1006,1008],{"id":1007},"_39-open-its-weight-field","39. Open its weight field",[358,1010,1011],{},"Select the weight field for this KPI.",[358,1013,1014],{},[407,1015],{"alt":1016,"src":1017},"Open its weight field","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F39.png",[416,1019,1021],{"id":1020},"_40-set-its-weight","40. Set its weight",[358,1023,1024],{},"Enter the weight value so the KRA's KPI weights still total 100%.",[358,1026,1027],{},[407,1028],{"alt":868,"src":1029},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F40.png",[416,1031,1033],{"id":1032},"_41-choose-its-unit","41. Choose its unit",[358,1035,1036,1037,1039],{},"Set the ",[385,1038,726],{}," this KPI is counted in.",[358,1041,1042],{},[407,1043],{"alt":1044,"src":1045},"Choose its unit","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F41.png",[416,1047,1049],{"id":1048},"_42-select-its-direction","42. Select its direction",[358,1051,622,1052,1054],{},[385,1053,742],{}," for this KPI — higher or lower is better.",[358,1056,1057],{},[407,1058],{"alt":1059,"src":1060},"Select its direction","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F42.png",[416,1062,1064],{"id":1063},"_43-set-its-target-per-entry","43. Set its target per entry",[358,1066,763,1067,1069],{},[385,1068,766],{}," for the numeric KPI.",[358,1071,1072],{},[407,1073],{"alt":1074,"src":1075},"Set its target per entry","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F43.png",[416,1077,1079],{"id":1078},"_44-set-its-exceeds-at-threshold","44. Set its \"exceeds at\" threshold",[358,1081,622,1082,1084],{},[385,1083,798],{}," for this KPI.",[358,1086,1087],{},[407,1088],{"alt":910,"src":1089},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F44.png",[416,1091,1093],{"id":1092},"_45-set-its-meets-at-threshold","45. Set its \"meets at\" threshold",[358,1095,622,1096,1084],{},[385,1097,782],{},[358,1099,1100],{},[407,1101],{"alt":896,"src":1102},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F45.png",[416,1104,1106],{"id":1105},"_46-mark-it-as-required","46. Mark it as required",[358,1108,812,1109,1069],{},[385,1110,815],{},[358,1112,1113],{},[407,1114],{"alt":925,"src":1115},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F46.png",[397,1117,1119],{"id":1118},"add-a-checklist-kpi","Add a checklist KPI",[416,1121,1123],{"id":1122},"_47-add-a-checklist-kpi","47. Add a checklist KPI",[358,1125,833,1126,1129],{},[385,1127,1128],{},"Checklist"," to add a KPI made up of task items to tick off.",[358,1131,1132],{},[407,1133],{"alt":1119,"src":1134},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F47.png",[416,1136,1138],{"id":1137},"_48-enter-its-kpi-label","48. Enter its KPI label",[358,1140,1141],{},"Enter the label for the checklist KPI.",[358,1143,1144],{},[407,1145],{"alt":855,"src":1146},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F48.png",[416,1148,1150],{"id":1149},"_49-set-its-weight","49. Set its weight",[358,1152,1153],{},"Set the checklist KPI's weight within the KRA.",[358,1155,1156],{},[407,1157],{"alt":868,"src":1158},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F49.png",[416,1160,1162],{"id":1161},"_50-set-its-meets-at-threshold","50. Set its \"meets at\" threshold",[358,1164,622,1165,1167],{},[385,1166,782],{}," for the checklist.",[358,1169,1170],{},[407,1171],{"alt":896,"src":1172},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F50.png",[416,1174,1176],{"id":1175},"_51-set-its-exceeds-at-threshold","51. Set its \"exceeds at\" threshold",[358,1178,622,1179,1167],{},[385,1180,798],{},[358,1182,1183],{},[407,1184],{"alt":910,"src":1185},"\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F51.png",[416,1187,1189],{"id":1188},"_52-enter-the-first-checklist-item","52. Enter the first checklist item",[358,1191,1192],{},"Enter the first task item the checklist asks about.",[358,1194,1195],{},[407,1196],{"alt":1197,"src":1198},"Enter the first checklist item","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F52.png",[416,1200,1202],{"id":1201},"_53-add-another-checklist-item","53. Add another checklist item",[358,1204,1205],{},"Add a further item to widen the checklist's coverage.",[358,1207,1208],{},[407,1209],{"alt":1210,"src":1211},"Add another checklist item","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F53.png",[416,1213,1215],{"id":1214},"_54-enter-that-item","54. Enter that item",[358,1217,1218],{},"Enter the text for the item you just added.",[358,1220,1221],{},[407,1222],{"alt":1223,"src":1224},"Enter that item","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F54.png",[397,1226,1228],{"id":1227},"save-the-template-and-assign-it","Save the template and assign it",[416,1230,1232],{"id":1231},"_55-add-another-kra","55. Add another KRA",[358,1234,833,1235,1238],{},[385,1236,1237],{},"Add KRA"," if the template needs a second area of objectives. Remember all KRA weights must total 100%.",[358,1240,1241],{},[407,1242],{"alt":1243,"src":1244},"Add another KRA","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F55.png",[416,1246,1248],{"id":1247},"_56-create-the-template","56. Create the template",[358,1250,833,1251,1254],{},[385,1252,1253],{},"Create Template"," to save the template with everything you configured.",[358,1256,1257],{},[407,1258],{"alt":1259,"src":1260},"Create the template","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F56.png",[416,1262,1264],{"id":1263},"_57-open-the-assignment-dialog","57. Open the assignment dialog",[358,1266,1267],{},"Open the assignment view to allocate the template to employees.",[358,1269,1270],{},[407,1271],{"alt":1272,"src":1273},"Open the assignment dialog","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F57.png",[416,1275,1277],{"id":1276},"_58-select-the-employees","58. Select the employees",[358,1279,1280],{},"Tick the employees who should be evaluated with this template. Search by name or employee ID to find them.",[358,1282,1283],{},[407,1284],{"alt":1285,"src":1286},"Select the employees","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F58.png",[416,1288,1290],{"id":1289},"_59-choose-the-cycle","59. Choose the cycle",[358,1292,622,1293,1296],{},[385,1294,1295],{},"Cycle (optional)"," to tie the assignment to a review period.",[358,1298,1299],{},[407,1300],{"alt":1301,"src":1302},"Choose the cycle","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F59.png",[416,1304,1306],{"id":1305},"_60-set-the-frequency-override","60. Set the frequency override",[358,1308,601,1309,1312],{},[385,1310,1311],{},"Frequency override"," if these employees should fill the form in on a different cadence from the template default.",[358,1314,1315],{},[407,1316],{"alt":1317,"src":1318},"Set the frequency override","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F60.png",[416,1320,1322],{"id":1321},"_61-assign-to-the-employees","61. Assign to the employees",[358,1324,833,1325,1328],{},[385,1326,1327],{},"Assign to N employee(s)"," to complete the assignment.",[358,1330,1331],{},[407,1332],{"alt":1333,"src":1334},"Assign to the employees","\u002Fimages\u002Fguides\u002Fperformance-cycles\u002F61.png",[1336,1337],"hr",{},[358,1339,1340],{},"The cycle is set up, the template is built and assigned, and your team can start filling it in. From here you can monitor progress and adjust the template as reviews run.",[358,1342,1343,1344],{},"Related: ",[371,1345,1346],{"href":110},"Track and log performance progress",[358,1348,1349,1350,1352,1353],{},"Back to ",[371,1351,204],{"href":202}," · ",[371,1354,1355],{"href":186},"all modules",{"title":1357,"searchDepth":34,"depth":34,"links":1358},"",[1359,1360,1367,1373,1380,1393,1402,1407,1419,1429],{"id":399,"depth":34,"text":400},{"id":413,"depth":34,"text":414,"children":1361},[1362,1363,1364,1365,1366],{"id":418,"depth":22,"text":419},{"id":435,"depth":22,"text":436},{"id":448,"depth":22,"text":449},{"id":463,"depth":22,"text":464},{"id":479,"depth":22,"text":480},{"id":495,"depth":34,"text":496,"children":1368},[1369,1370,1371,1372],{"id":499,"depth":22,"text":500},{"id":512,"depth":22,"text":513},{"id":525,"depth":22,"text":526},{"id":538,"depth":22,"text":539},{"id":551,"depth":34,"text":552,"children":1374},[1375,1376,1377,1378,1379],{"id":555,"depth":22,"text":556},{"id":571,"depth":22,"text":572},{"id":584,"depth":22,"text":585},{"id":597,"depth":22,"text":598},{"id":618,"depth":22,"text":619},{"id":644,"depth":34,"text":645,"children":1381},[1382,1383,1384,1385,1386,1387,1388,1389,1390,1391,1392],{"id":648,"depth":22,"text":649},{"id":665,"depth":22,"text":666},{"id":678,"depth":22,"text":679},{"id":694,"depth":22,"text":695},{"id":707,"depth":22,"text":708},{"id":720,"depth":22,"text":721},{"id":736,"depth":22,"text":737},{"id":759,"depth":22,"text":760},{"id":776,"depth":22,"text":777},{"id":792,"depth":22,"text":793},{"id":808,"depth":22,"text":809},{"id":825,"depth":34,"text":826,"children":1394},[1395,1396,1397,1398,1399,1400,1401],{"id":829,"depth":22,"text":830},{"id":846,"depth":22,"text":847},{"id":859,"depth":22,"text":860},{"id":872,"depth":22,"text":873},{"id":885,"depth":22,"text":886},{"id":900,"depth":22,"text":901},{"id":914,"depth":22,"text":915},{"id":929,"depth":34,"text":930,"children":1403},[1404,1405,1406],{"id":933,"depth":22,"text":934},{"id":949,"depth":22,"text":950},{"id":961,"depth":22,"text":962},{"id":975,"depth":34,"text":976,"children":1408},[1409,1410,1411,1412,1413,1414,1415,1416,1417,1418],{"id":979,"depth":22,"text":980},{"id":995,"depth":22,"text":996},{"id":1007,"depth":22,"text":1008},{"id":1020,"depth":22,"text":1021},{"id":1032,"depth":22,"text":1033},{"id":1048,"depth":22,"text":1049},{"id":1063,"depth":22,"text":1064},{"id":1078,"depth":22,"text":1079},{"id":1092,"depth":22,"text":1093},{"id":1105,"depth":22,"text":1106},{"id":1118,"depth":34,"text":1119,"children":1420},[1421,1422,1423,1424,1425,1426,1427,1428],{"id":1122,"depth":22,"text":1123},{"id":1137,"depth":22,"text":1138},{"id":1149,"depth":22,"text":1150},{"id":1161,"depth":22,"text":1162},{"id":1175,"depth":22,"text":1176},{"id":1188,"depth":22,"text":1189},{"id":1201,"depth":22,"text":1202},{"id":1214,"depth":22,"text":1215},{"id":1227,"depth":34,"text":1228,"children":1430},[1431,1432,1433,1434,1435,1436,1437],{"id":1231,"depth":22,"text":1232},{"id":1247,"depth":22,"text":1248},{"id":1263,"depth":22,"text":1264},{"id":1276,"depth":22,"text":1277},{"id":1289,"depth":22,"text":1290},{"id":1305,"depth":22,"text":1306},{"id":1321,"depth":22,"text":1322},"md",{},true,{"title":106,"description":266},"guides\u002Fperformance-cycles","2026-09-07","8d3FQ_Xj5RzA44PoTfO4FbNTu9HPu-20Tu3pHupMxUQ",1788936479353]