Performance Management - Automation strategies

Daniel Galea St John
Daniel Galea St John
  • Updated


Through the introduction of the Performance Management Module, users can create and assign performance reviews for managers, colleagues, and themselves to undertake.  This article explains what an Automation Strategy is and how to use them in the Performance Management Module.


The permission needed to create/edit/delete Automation Strategies is Manage Performance Strategies and Criteria. This permission needs to be granted on Global for the access to be granted.


What is an Automation Strategy?

An Automation Strategy is where you will give the system information about reviews that will become automatically generated by the system and assigned to all relevant employees. 


Creating an Automation Strategy

Within the Performance Management Module there is a tab for Automation strategies where the instructions are setup in the system for future generated Performance Reviews.


To begin, click Add a strategy: 


Here, you will need to select the frequency of the review. Choose between:

  • Once a year;
  • Every sixth months;
  • Every three months; and
  • Monthly.

The start and end date determine the lifespan of the Automation Strategy. When does this strategy begin and when will it end or when should it stop generating these reviews.

If an end date is not selected, then the review will carry on indefinitely. 

From the right hand side of the dialog box, you can select what criteria are applicable to this review. 

If you scroll down, you will see the final two steps that need to be completed before finishing the strategy setup: 


Who will be reviewed?

Here, you will need to select which employee(s) who are to be assessed on this review. You may select employees and/or departments.

Filling out the details for Employees OR Departments is required. Leaving both fields blank will mean that all employees and departments are selected. 


Who will the reviewers be?

Here, you will need to select which employee(s) will perform the assessment. You may either select employees and/or departments. Or else, you may leave these fields blank and select one or more fields from the checkbox options: 

  • Set self as review - This sets the subject of the review to also be a reviewer.
  • Set manager as reviewer - This allocates the manager as the reviewer. The manager would be the employee to whom the reviewee reports to. This employee is set in the employee employment position according to the below example. mceclip0.png
  • Set colleagues within same unit as reviewers - This places employees who are in the same unit (in the organisation chart) as the reviewee as reviewers.

Then press save. You have now created your first automation strategy: 


Duplicate, Edit or Delete Strategies

You may duplicate a strategy (and tweak it) by clicking on the clone icon, and you may also edit or delete the existing strategy. Furthermore, when editing a strategy, you may set it as inactive by unticking 'Mark this strategy as active'. 


Automation Strategy Cycles

When an Automation Strategy has been created, the strategy will proceed through cycles determined on the frequency the strategy was set to.

  • Previous cycle will show as N/A if this is the first time a strategy has been created. 
  • Next Cycle will show the date of the first/next time a review is due.
  • Final cycle will show as N/A if the end date was set as indefinite, otherwise will show the Final Cycle date determined by the end date set in the strategy. 

Next, check out the Reviews tab for instructions on how to send and start the actual reviews. 


More information on the Performance Management Module can be seen in our Webinar on the module.