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Appraisals, Self Assessment, Manager Assessment & 360 Feedback (HCM) ​

This page documents four shipped Performance screens (hcm-performance) that together form the formal review lifecycle for one employee in one cycle. Not for plugin developers.

Appraisals ​

The overall appraisal record, showing Employee, Manager, Cycle, Due Date, Self Rating, and overall Progress %. The KPI row shows how many are Pending Self Review, in Manager Review, in HR Review, plus the Avg Final Rating across everyone — so you can see where the bottleneck is if appraisals are stuck.

Self Assessment ​

The employee-owned first stage. You rate yourself against your goals and KPIs for the cycle; the grid tracks your Progress % and Self Rating against your Due Date. Status moves through Draft → Submitted → (if a manager sends it back for changes) Returned.

Manager Assessment ​

The manager's independent rating stage, done after the employee's Self Assessment is submitted. The grid shows Self Rating side-by-side with Manager Rating and a Variance column — the gap between the two. The KPI row includes a High Variance count, so HR can spot appraisals where the employee and manager rated things very differently and may want a closer look or a calibration conversation, rather than only being visible buried in individual records.

360 Feedback ​

Multi-source feedback — self, manager, peers, direct reports, and customers, depending on how it's configured. The grid tracks Reviewers (how many are involved), Completed (how many have responded), Completion %, and an aggregate Score once enough responses are in. The KPI row (Total, In Progress, Closed, Avg Completion, Avg Score) gives you a program-wide view of how 360 reviews are going.