Performance Overview refresh

Sage People Y24.2 delivers the new WX self service portal design to the Performance Overview process.

We've also redesigned the Performance Overview screens for team members and managers for a better user experience. The Performance Overview now provides a read-only view of the enhanced objectives and feedback from the Performance Management process in a sidebar. This makes it easier for team members and managers to access this information when carrying out reviews.

The release introduces new landing pages for team members and managers. For managers, the landing page displays performance review information about all their direct reports.

The following screenshots display:

• The team member's Performance Overview

• The team member's performance review screen with supporting information

• The manager's Performance Overview team view

• The manager's view of the performance review with manager review and team member review side by side

To get started with the refreshed Performance Overview, you need both the HCM and Performance Management packages in the Y24.2 release. Enable the new features.

For more information, see the following help topics:

• Configuration options. Apart from the options outlined in Configuration options, the setup for refreshed Performance Overview follows the existing process

• Viewing your Performance Overview

• Viewing Performance Overview for a team member

• Starting, editing, and approving manager review

• Editing, revealing, and signing a self review

Good to know

• We designed Performance Overview to use performance review templates to select the fields you display to the team member and manager

• If a performance review contains a continuous feedback section, the section displays on the Performance Overview landing page. This is rather than as a part of the self review or manager review pages. Because of this, the supporting information sidebar isn't available for continuous feedback only reviews

• Some policy options related to Performance Review don't apply to the redesigned Performance Overview: 

  • Require Competency Assessment On Reveal

  • Require Objective Review On Reveal

  • Require Objectives On Sign

• We've changed the display format of picklist fields as a part of the wider design system implementation. Picklist fields with six or more options display as dropdown menus. Five options or fewer display as radio buttons

• Previous reviews list on the Supporting information tab lists performance reviews you create in bulk. This is only if you've created the reviews after enabling the redesigned Performance Overview

• The option to create a PDF of a performance review is temporarily not available. We'll introduce the ability to create a PDF to the redesigned Performance Overview in a future release