Performance management allows you to add goals, objectives for your employees to track and monitor progress to a specific objective in a specified value such as a monetary value.

Creating A New Goal

Creating a new goal for an employee couldn't be easier!

To start with, head over to the 'Performance' section on the navigation bar.

Next, simply click the 'Create goal' button!

What you will need to add for your goal will include:

• A goal name.
• A description of the objective.
• A start date and the end date you wish for it to be completed by.
• How you're going to measure the goal - Yes / no, Numerical value or Monetary value.
• Set the current goal and the target value.

Once you have created some goals for your employees, you will be able to see an overview of their status and progress to the target value.

To update the progress of the goal, click the update progress button.

**Goals can also be updated and completed via the mobile app for BrightHR.

Once you have completed the goal, you can see an activity summary if you click on the specified goal as well as any notes.

How To Delete Or Edit A Goal

If you need to amend the original goal such as the name or description, click the drop down arrow to the right and select the appropriate option.

You can edit any field from the original goal from the name to the values, however, you cannot change who the goal was originally assigned to.

Please note, once deleted, this cannot be reversed and you will loose any data of the goal.

Performance reviews are vital to employee productivity and job satisfaction, so it is important you record the details accurately.

BrightHR has you covered with our performance review feature.

Record annual reviews, appraisals, monthly one to ones, anything you need to keep on track of meetings in relation to performance all in one handy place.

Review Templates

To help you with your appraisal forms etc. We have created several templates to help you get your review cycles started with a generic form including questions which would be expected to be asked during performance reviews.

Take a look below at the templates you have available:

Creating A Custom Template

We know that a template isn't one-size fits all, so we have given you the ability to create and craft your own perfect performance review form.

With our easy-to-use builder, you can tailor your performance review to exactly what you need.

Take a look below at how the process works:

Creating A Review Cycle

The first step to getting on your way with performance reviews on BrightHR is to set up a review cycle.

This allows you to create an appraisal cycle or any other type of performance review and assign your employees as well as managers to complete them.

Start by heading to the 'Manage cycles' tab in the reviews section of Performance.

Next, simply click the 'Create review cycle' button!

Let's take a look at the steps to get this set up:

You can also edit or delete a template you have created from the templates tab.

Completing A Review

Once you're ready to complete a review, you can go in to the assigned to me tab to see which reviews are due.

Simply click 'Start review' in the box to load up the form.

You can also review any goals and their status as well as praise given during the review period to help with the performance review.

Once you're done, you can click the 'Submit review' button below to submit your part of the review.

Then you will be able to continue your review and click 'Mark as complete'.

Now you can create review cycles, forms and more using the reviews feature. Performance management will be a breeze with BrightHR.