Module guide
Performance
Maintain goals, appraisal information and review responsibilities for the applicable cycle. Limit access to the employee and authorized reviewers. Training needs arising from a review can be linked to the training and skills process.
How this module fits your work
Maintain goals, appraisal information and review responsibilities for the applicable cycle. Limit access to the employee and authorized reviewers. Training needs arising from a review can be linked to the training and skills process.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Goals, appraisal & feedback
- AppraisalRecord page · Goals, appraisal & feedback
- Appraisal CycleRecord page · Goals, appraisal & feedback
- Employee Feedback CriteriaRecord page · Goals, appraisal & feedback
- Employee Performance FeedbackRecord page · Goals, appraisal & feedback
- GoalRecord page · Goals, appraisal & feedback
- KRARecord page · Goals, appraisal & feedback
- Training FeedbackRecord page · Goals, appraisal & feedback
Setup & Templates
- Appraisal TemplateRecord page · Setup & Templates
Dashboards
- PerformanceWorkspace · Dashboards
Reports
- Appraisal OverviewReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.