Review performance records

Complete this task

Who can do it

The employee, assigned supervisor and any required final reviewer.

Before you start

Allocated KRAs and the configured sign-off route must have generated a contract.

Where to go

Open Performance Contracts directly or from Work Inbox.

Steps

1. 1. Open the contract for the correct employee and period.
2. 2. Review assigned KRAs, targets, weights and signatories.
3. 3. Use the sign, review or approval action available to your role.

Completion

The contract advances to its next status and records the completed action and timestamp.

What a contract shows

A performance record lists the result areas, objectives, KPIs, targets, weights, timelines, and initiatives assigned to one person for the performance period.

How sign-off works

The sign-off path depends on your organisation's policy. A record should only wait for the people who are required to sign it.

• The employee confirms their own contract when required.
• The supervisor signs after reviewing the assigned work.
• A final reviewer signs only when the policy requires it.
• If a leader has no higher reviewer, the policy can allow the record to complete without an extra sign-off.

Reading record history

Record history shows important changes such as generation, submission, review, reassignment, and sign-off. It helps users understand what happened without changing the record itself.