Performance Core is introduced as a new module providing a streamlined, template-driven performance review process. Administrators define reusable review templates, control who evaluates whom, and initiate and track reviews from a single screen - with full audit coverage across every configuration and review action.
Admin Creates Review Templates
Administrators can create review templates that define the question set, the evaluator groups involved, and the scope in which the template may be used. Templates may be scoped to specific subunits or left unscoped for organisation-wide use.
Add Rating Answer Type to Review Template Questions
A rating answer type is available for review template questions, allowing evaluators to score against a defined scale rather than providing free-text responses only.
Customize Rating Labels for Rating Answer Type
The labels applied to each point on a rating scale can be customised, so organisations can align terminology with their own performance framework rather than adopting system defaults.
Admin Updates Authorized Performance Review Templates
Existing review templates can be updated by authorised Administrators. Update permissions respect the template's scope, and changes are recorded in the audit trail.
Delete Review Template
Review templates can be deleted where they are not in use. Templates linked to active reviews or review plans are protected from deletion to preserve referential integrity.
Manager Selection Logic per Performance Review Template
Each review template defines how the manager evaluator is resolved, removing the need to nominate evaluators manually for every review. Selection is handled by a configurable processor associated with the template, including Head of Department and supervisor-based resolution.
Admin Creates and Views Performance Review
Administrators can initiate performance reviews against selected employees and monitor progress from the Performance Reviews screen. Review progress is timestamped, providing accurate visibility into where each review sits in the evaluation cycle.
Delete Performance Review
Performance reviews can be deleted by authorised users. Review schedules use a soft-delete mechanism and are link-restricted against their parent review plan, so removing a schedule cannot orphan existing reviews.
New Hire Probation Review Plan - Activation Control and Manager Evaluator Fallback Handling
A default New Hire Probation Review Plan is provided, allowing probation reviews to be initiated automatically for new employees. Activation is explicitly controlled, so the plan only operates once an organization has opted in.
The review plan can be activated or deactivated independently of other configurations.
Where no manager evaluator can be resolved at the point of creation, a fallback assignment is applied so the review is still generated rather than failing silently.
Reviews created through the fallback path are flagged, and the flag is visible only to users within the permitted scope - Administrators and Heads of Department with update scope or the assigned manager evaluator.
The flag can be dismissed once the assignment has been reviewed.
Quick and Detailed Employee Search in the Performance Reviews Screen
The Performance Reviews screen supports both a quick employee search and a detailed search with additional criteria, so review populations can be identified efficiently in organisations with large employee bases.
Performance Core Audit Trail
All Performance Core configuration and review actions are recorded in the audit trail, including review template creation, updates, and deletions. A dedicated audit table captures template-level changes for full accountability and traceability.