Set up performance

Performance management in WbizManager runs in cycles. HR prepares the year, the scoring rules and the forms. Employees rate themselves, their line manager reviews them, and HR approves the result. This page is the checklist: do the setup steps in the order below, then launch the cycle. For leave, expenses and loans, see the HR setup overview.

How an appraisal moves through WbizManager

Stage	Who	What happens	Guide
1. Settings	HR	Rating scale, KPI and behavioural weights, competencies, automatic PIP	Set up performance settings
2. Year and cycle	HR	Financial year, then the appraisal cycle with its deadlines	Set up financial years, Set up appraisal cycles
3. KPIs	HR	KPI library (optional), KPI templates per role	Set up the KPI library, Set up KPI templates
4. Appraisal template	HR (or a manager with template rights)	Build the form, apply a KPI template, lock it, approve it	Set up appraisal templates
5. Who is due	HR	Check eligibility before you assign	Check appraisal eligibility
6. Goals	HR and managers	Organisational, department and individual goals	Organisational goals, Department goals, Individual goals
7. Launch	HR	Activate the cycle and assign the template to employees	Launch an appraisal cycle
8. Self-assessment	Employee	Scores each KPI and competency, then submits	Complete your appraisal
9. Manager review	Line manager	Scores, comments, review meeting, submits or sends back	Appraise your team, Hold a review meeting
10. HR decision	HR	Approves or rejects; employee and manager sign off	Review appraisals as HR
11. Follow-up	HR and managers	Improvement plans, top performers, reports	Run a performance improvement plan, View top performers, View employee performance, View performance reports

Setup checklist, in order

1. Check employees and line managers

   Each employee needs a primary job with a Department, a Join Date and a line manager (Reporting To, or a primary supervisor). The appraisal goes to that line manager for review. A secondary supervisor stands in only while the primary supervisor is on approved leave. See Set up employees and supervisors.

2. Set the performance settings

   In Settings › HR Settings › Performance, set the rating scale, the KPI and behavioural weights (they must add up to 100%), the behavioural competencies, and automatic PIP if you want it. New templates read these values. See Set up performance settings.

3. Add the financial year

   Create the year and keep it active. Appraisal templates are tied to an active financial year. See Set up financial years.

4. Create the appraisal cycle

   Create the cycle with its dates and deadlines. Keep it as a draft until you are ready to launch. See Set up appraisal cycles.

5. Prepare KPIs

   Write a KPI template for each role or department, with weights that add up to 100%. The KPI library is an optional catalogue. See Set up KPI templates.

6. Build, lock and approve the appraisal template

   Create the template for the department and financial year, apply the KPI template, check the behavioural weights, then Lock it. Locking checks the weights; only locked templates can be assigned. See Set up appraisal templates.

7. Check eligibility and set goals

   Check which employees are due for an appraisal, and record the goals they will be measured against. See Check appraisal eligibility and Set up organisational goals.

8. Launch

   Activate the cycle, then assign the locked template to employees or whole departments. See Launch an appraisal cycle.

Who sees what

Screen	Who uses it	Where
My Performance (also HR › Performance › My Appraisal)	Every employee with the self-assessment permission	My Portal
Team Appraisals, Review Meetings	Line managers	Manager Workspace, or HR › Performance
Everything else on this page	HR administrators	HR › Performance, Settings › HR Settings

The screenshots in these guides were taken as a Super User, who sees every screen. Other users see only the menu items their role allows.

What employees and managers see

• Employees see the cycle email, then their appraisal under My Performance once HR assigns a template. The KPIs, weights and competencies on their form come from the template you lock. See Complete your appraisal.
• Line managers see each team member's appraisal under Team Appraisals as soon as it is assigned, and can review it after the employee submits. Who counts as the manager comes from the employee record. See Appraise your team.