BrightHR Software / Performance Management

You can add performance goals via the performance section on the navigation bar on the left.

From here, click 'Create goal'

Now give the goal a name for example, increase revenue or deal numbers and give it a description.

Next, select the employee you want to assign this to, the start date and the due date it should be completed for.

Finally, select how you will meassure the success of the goal, either a simple Yes/no, a numerical value or monetary value (Select from a list of currencies)

Once you have entered the goal details simply enter the values they're currently targeted on and the goal you want to set and click save.

The employee will receive an email and notification to let them know a new goal has been added so they can update their progress.

A review cycle on BrightHR is a period you can create where your performance reviews will take place.

For example, you can create a review cycle over a year or 6 months and add all of your staff's reviews for this cycle.

The due date will apply to the actual review and when it will take place.

Simple! Head to the performance section and click the 'Update prgress' button.

You can now update the current value either to the goal value or the current value.

Once the goal has been completed, select the status as completed.

Yes you can edit a review cycle but not everything.

First of all, you cannot change the title, start date or description but you can change the end date.

The template you applied to the review cannot be changed.

You can add and unassign participants to change who the review cycle includes and finally the due date of the actual performance review.

To complete your performance review, head in to the manage cycles tab and click in to the cycle with the review.

Next to the employee you want to complete the review for, you will see the start review option.

You will now be able to fill out the questions and submit the review.

If the employee has questions to answer, you will need to wait for them to complete this before you can complete the review.

Once you and the employee have completed this, you will see the option to continue the review next to the employee on the cycle.

You will then be able to review yours and the employee’s answers and click mark as complete.

At the end of the process, you can also download a PDF version for your records.

Yes, you can!

In the templates tab in reviews, you will see the current default templates as well as any others that have been added.

Click the create new template to get started with a new one.

First, give it a title and description.

You will now be able to build your form by adding an array of questions in relation to the employee’s performance.

Choose from numerous answer types such as a binary answer type (yes or no etc.), a multiple-choice option or even a red, amber and green traffic light answer as well as other options.

Each question will also need to confirm if it is required to be answered by the manager, employee, or both of them as well as a required option to state if the question can be skipped or not.

No, the standard templates available cannot be edited.

You would need to create your own template prior to creating a review cycle in order to tailor the questions needed for your review.

Once a template has been created, you can add it to any future review cycles.

Yes you can!

Head to the performance section and click the arrow next to the goal.

From this drop down, you will see the options to edit and delete.

Please note, you cannot edit who the goal is assigned to and once deleted, this cannot be reversed.

Yes, you can!

With our performance reviews feature you can create, monitor, and complete any kind of performance review using any of our templates. whether this be an annual performance review, a quarterly appraisal, monthly one to one you can create your own custom template with multiple question types.

To get started, head to performance on the nav bar and then reviews. To set up your new review cycle, simply click create review cycle in the manage cycles tab.

Enter the details of what the review is and the start & end dates.

Next you will need to select one of our available templates or any custom templates you have added.

The participants step will allow you to assign a manager and any users you want that manager to complete a review for. If you want to apply different templates to employees, you will need to create separate review cycles.

Finally set your end date and save your new cycle.