Run a performance process that connects strategy, targets, reviews, and improvement actions.
The performance projects expose reporting periods, strategic objectives, perspectives, scorecard models, target capture, self review, manager review, moderated and agreed scores, individual trends, performance levels, and performance improvement plans.
Scorecard Review Flow
What The Module Covers
The workflows below are based on actual templates, controllers, and entities in the performance systems.
Planning and scorecard setup
- Reporting periods, reporting dates, strategic objectives, perspectives, and scorecard models
- Target capture, goal setup, and scorecard assignment
- Lock settings and approval controls to manage timing and governance
Review and improvement workflows
- Employee scoring, manager scoring, moderated scoring, and agreed scoring
- Performance levels, individual trends, and year-based score reporting
- Action plans, tasks, comments, and performance improvement plan tracking
Performance Level Distribution
Individual Trend
Trend view concept based on the existing individual trend templates.
Balanced reviews
Move beyond a single annual conversation by structuring self, manager, and moderated inputs within a controlled cycle.
Strategy alignment
Link reporting periods and scorecards to strategic objectives and perspectives so performance discussions reflect business priorities.
Improvement tracking
Use action plans and PIPs to turn weak performance into accountable follow-up, not just a score at year-end.
Need value-based scorecards, balanced scorecards, or a full performance cycle?
We can configure the module around your reporting periods, perspectives, governance rules, and review stages.