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Performance Cycles, Goals, Goal Plans & KPIs (HCM)
This page documents four shipped Performance screens (hcm-performance) — the foundation every other Performance screen builds on. Not for plugin developers.
Performance Cycles
Create Performance Cycle — name it, pick a Cycle Type, and set an Owner, plus two separate date ranges: Goal Start/Due Date (the window for setting goals) and Performance Start/End Date (the actual review period) — these don't have to line up exactly, since goal-setting often needs to happen before the formal review window opens. The KPI row (Total Cycles, Draft, Planned, Active, Completed) tracks how a cycle moves through its lifecycle. Every other Performance screen references a cycle via this Cycle Code.
Goal Plans
Reusable goal frameworks, not any one person's actual goal. Create Goal Plan — name it, pick a Plan Type and the Performance Cycle it belongs to, and turn on Require Approval if goals created from this plan need sign-off. The grid shows how many Templates and how many Employees are actually Assigned to each plan.
Goals
An employee's actual goal-setting. Create Goal — pick the Employee and Performance Cycle, name the goal, set its Goal Type, Priority, Target, Weight % (how much this goal counts toward the overall rating), and Start/Due dates. New goals go through Employee → Manager approval, tracked by the KPI row: Total Goals, On Track, At Risk, Completed, Pending Approval — so both employee and manager can see at a glance which goals need attention.
KPIs
A master list of measurable targets you can attach to a Goal that's measured by a KPI type, rather than a plain checkbox target. Create KPI — name it, set its KPI Type, Measurement Type, Direction (e.g. higher-is-better vs. lower-is-better), Unit, Target, and Weight %. The grid tracks real Actual vs. Target and calculates Achievement % for you; the KPI row (Total KPIs, On Track, At Risk, Off Track, Avg Achievement %) rolls that up across every KPI.