Performance Periods

Performance Periods define the timeframes used to track and evaluate progress toward organizational goals. These periods serve as the foundation for performance management across the organization, departments, and individuals.

Creating a Performance Period

1. You will need to have permission to edit the organization
2. Navigate to Organization Settings on the ︙ action menu in the organization header
3. Find the Performance Periods tab
4. Use the button to bring up the form to add a new Performance Period
5. Select a start date for the new period, and make any necessary changes to other fields if desired

⚠️ Performance periods cannot overlap. Each period ends when the next one begins.

Thresholds

Each performance period includes three thresholds:

• Minimum: This is the lowest acceptable level of performance. Hitting this means the goal was partially met, but improvement is needed.
• Meets: This represents the target or expected level of performance. Achieving this means the goal was successfully met.
• Exceeds: This is the stretch goal—performance at this level goes above and beyond expectations.

These thresholds are applied to metrics and visualized in dashboards and reports, helping teams and individuals quickly understand how they’re tracking. They’re also used in Performance Periods to evaluate progress across commitments, goals, and other responsibilities.

What’s Tracked During a Performance Period

Performance periods define the boundaries for tracking progress on:

• Organizational, departmental, and individual commitments
• Personal development goals
• Metric performance
• Dialog completion
• Project outcomes
• Survey results

Individual Performance Report

The Individual Performance Report summarizes how a user has performed during a given period. It includes:

• Metric results
• Dialog participation
• Project outcomes
• Survey feedback
• Other tracked responsibilities