Learn about the Performance Review process in Sage.
The Performance Review process implements a performance appraisal of a team member by their manager, with contributions by the team member. Organizations traditionally completed them annually, but now most tend to complete performance reviews more frequently and can include continuous feedback. You can also dispense with the formal review and build a performance record solely through continuous feedback. Each review is a summary of the overall performance of a team member through the review period.
We call a Performance Review that occurs outside the Performance Review window a Mid Year review. This is 45 days before and after the start date of the working year. You define this in the Policy.
A key output is the performance rating for the team member. We use the rating in other processes, such as talent management and succession planning. We also use it for pay and bonus planning.
With a formal, periodic review, the review meeting between manager and team member is key. The manager records each part of the performance review of a team member:
- Preparation
- Approval by HR
- Comments after the meeting
... in the system. The team member can enter comments, and the review can also include a self-performance review the team member enters about themselves. You can only create a self-performance review as part of a performance review. A review can include attachments the manager adds to the manager's review. Or attachments from the Team Member to the Self-Performance Review.
You can produce a PDF of the Performance Review at each stage of the process. Select 
on the Performance Review Detail view. Typically, you'll produce and use a PDF as an attachment to an email at the end of the process.
The Performance Overview process includes Objectives, Performance Review, and Continuous Feedback. Administrators have various options for how to set up performance reviews, including performance review templates and policy settings.