A visual of Performance cycles
A Performance Cycle is a series of one or multiple events outlining the full performance management process of your organization. This feature is available on the Performance tab of Workleap Officevibe.
A Performance Cycle is created by an Executive Manager and/or Cycle Owner to discuss, track, and evaluate the performance of their Team Members within a Cycle.
- Discuss via 1-on-1s.
- Track Status and Date: Upcoming, Draft, Active, Overdue, Archived, etc.
- Evaluate via Review questionnaires.
Create a New Cycle
A Cycle Owner and/or Executive Manager can:
- Customize 1-on-1 event templates to guide a specific performance talk between the Direct Manager and Team Members within a cycle,
- Create a more formal questionnaire to fill out in the context of a review.
You can perform one of the above two actions while creating a new Cycle.
Please see Performance roles, rights and visibility to understand how the different roles interact with this feature, their rights, and who has visibility on what.
You can create a new Cycle as an Executive Manager in Workleap Officevibe by following the instructions below:
Step 1: Click the +New cycle button on the Cycles tab.
Step 2: You will be prompted to fill out the Cycle overview details containing the Title, Description, Launch date, and Cycle Owners.
Step 3: Click the Continue button to proceed which will automatically save this new cycle as a "Draft" on the main Cycles page until you complete all the four steps below:
- Enter the New Cycle Title, Launch Date, and Cycle Owners.
- Add Participants.
- Add Events.
- Launch the New Cycle.
Add Participants to a Cycle
After you (Executive Manager) have created a new Cycle and assigned it a Cycle Owner/yourself you can add Participants to it.
Participants can be added to a Cycle at one of the following two levels:
- Entire organization
- Teams or members
All Participants will need to be assigned a Direct Manager to participate in the upcoming events.
A Direct Manager is someone a Team member directly reports to and without them, the members cannot participate in any Cycle events. Here is the full article on how Direct Managers can be assigned manually or automatically.
To begin adding Participants to a Cycle,
Step 1: Select Entire organization to schedule a 1-on-1 meeting, an event, or a review. This includes everyone in your organization unless you decide to specifically exclude specific teams or individuals.
You need at least 1 participant to launch this Cycle.
Step 2: You can add specific Teams or members by typing their names in the field. To exclude teams or members from this New cycle, type their names in the search bar and click Continue.
Add Events to a Cycle
The Cycle Owners and/or Executive Managers will need at least 1 event to launch this Cycle and they can either use a template to structure performance 1-on-1s between Direct Managers and Team Members or set up a review form that can be used to reflect on individual performances.
Create a review event
To create a more formal questionnaire to fill out in the context of a review,
Step 1: Click Create a review event on the New cycle's page after adding Participants and then click .
Step 2: Click Select a template and then click Continue.
Step 3: Here, you can perform one of the two actions - either select an existing "Review template" from the list or create a + New template.
For more information on creating a new template, go to Create your Performance Reviews.
Step 4: Once you select a pre-existing review template from the list, you will be prompted to fill out the event's Start date and Due date. The participants are notified about this event on the selected dates.
Step 5: Once you click the Save event button above, you will see the option to add New event to this Cycle.
Step 6: You can continue to add as many new events as needed and then click the Continue button.
Step 7: Review the details of the New cycle and then click Ready for Launch.
If any of the participants added earlier do not have a Direct Manager assigned to them, you will be notified before launching this Cycle.