How to Set Up and Manage Employees for a Performance Cycle in BrioHR

Introduction

Setting up and managing employees for a performance cycle is an essential step to ensure that all relevant employees are properly included in the evaluation process.

This setup allows HR administrators to assign competency levels, designate appraisers, and manage employee participation in each performance period.

In BrioHR, this can be done easily from the Employees page within the Performance Management module, where HR admins can include or exclude employees from the performance cycle as needed.

Step-by-Step Guide: Setting Up and Managing Employees for a Performance Cycle

Step 1 - Log In to BrioHR Account

Step 2 - Access the Employees Page in the Performance Management Module.

1. On the main navigation bar, go to HR Lounge > Performance Management.

2. From the Performance Dashboard, click Employees.

3. On this page, you can perform multiple actions to manage employees effectively.

Step 2 - Manage Employee Settings in the Performance Cycle

Search for Employees:
Use the search bar to find specific employees. You can also filter by department, competency level, appraiser, cycle, or status (Active/Inactive)
Assign the Competency Level:
Assign the appropriate competency level that the employee will be appraised against during the performance review.
Assign or Change Performance Appraiser:
Set the appraiser for each employee. The appraiser can be a manager or another authorized person. Employees can also have multiple appraisers if needed.
Include/Exclude From Cycle:
HR Admins can include or exclude employees from the current or upcoming performance cycle, depending on the organization's review requirements.
- Current Cycle: Refers to the active performance cycle currently in progress.
- Next Cycle: Refers to the upcoming performance cycle that has been set for the future.

Learn More:

IMPORTANT NOTE:

Any modifications made on this page will be automatically saved by the system.

Best Practices for Managing Employees in a Performance Cycle

Ensure that every employee is assigned an appropriate appraiser before the review period begins.
Regularly update the competency levels to match evolving job expectations.
Review inclusion lists for each cycle to avoid missing employees.

Frequently Asked Questions (FAQs)

1. Can an employee have more than one appraiser?
Yes, BrioHR allows multiple appraisers to be assigned to a single employee for comprehensive feedback.

2. What is the difference between the current and next cycle?
The current cycle refers to the ongoing performance review period, while the next cycle refers to an upcoming, future appraisal period.

3. Will my changes be saved automatically?
Yes. All modifications on the Employees page—such as appraiser assignments or employee inclusion—are saved automatically.

4. Can I exclude employees after the cycle has started?
Yes, HR Admins can remove employees from an active performance cycle if necessary. If an employee is excluded, he won't be able to access his personal performance page anymore.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.