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Find the task you need to complete.
Set up your organisation, assign responsibility, complete reviews and move appraisal work forward.
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Set up your organisation
Add people and rolesInvite staff, assign roles, and keep reporting lines accurate.Open guideBuild your organisation structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideReview the organogramSee official reporting lines from leadership through supervisors and staff.Open guideAssign heads and acting headsSet who leads a unit and what happens when a temporary leader is needed.Open guideImport staff recordsUse a spreadsheet to add or prepare many staff records at once.Open guide
Manage performance
Create organisation prioritiesDefine the priorities, measures, and targets that guide performance work.Open guideAllocate prioritiesAssign approved priorities to units or staff before contracts are created.Open guideReview performance recordsUnderstand assigned priorities, sign-off steps, and contract history.Open guideComplete performance plansTurn assigned priorities into delivery actions, risks, and progress notes.Open guide
Reviews and appraisals
Complete monthly reviewsRecord monthly progress, blockers, support needs, and review comments.Open guideComplete quarterly appraisalsScore quarterly progress and capture useful review comments.Open guideComplete annual appraisalsBring together yearly results, comments, ratings, and final sign-off.Open guideConfigure appraisal policySet scoring rules, sign-off behaviour, and leadership exceptions.Open guideManage the review calendarOpen review periods, set the active quarter, and control when scoring should happen.Open guideManage performance improvement plansCreate focused support plans when performance needs structured follow-up.Open guide