Contents
Navigating the Performance feature tab
Setting up or editing performance reviews for employees
Managing performance reviews during In Cycle (check ins during the cycle period)
Completing the performance appraisal process
Overview
This page provides an overview of the performance review process. You’ll learn how to navigate MyHR's Performance Review feature, including links to detailed guides covering templates, setup, review cycles, and appraisal completion.
Navigating the Performance overview
The Performance overview area gives managers and administrators a snapshot of all performance reviews in progress, as well as tools to manage templates, reports, and review settings. It brings everything related to performance management together in one place.
- Activity over time: See how many reviews managers and employees have worked on over time.
- Overall status: View how many reviews are at each stage — from not started to completed.
- Template library: Create or edit performance review templates for your team to use.
- Reports: Check insights and trends across your team’s performance reviews.
- Settings: Adjust your rating scale.
- Performance reviews table: See all employees and the current status of their reviews at a glance.
- Department / Status filters: Filter reviews by department or review stage to find what you need faster.
- Create review: Start a new performance review for an employee or team.
- Search bar: Quickly find a specific employee’s review by typing their name.
What are performance reviews
Performance reviews are regular check-ins between managers and employees that focus on achievements, challenges, and opportunities for growth.
They give employees clear feedback and recognition, while also helping managers align individual goals with the company’s direction.
For businesses, performance reviews are an important way to build engagement, support professional development, and ensure fairness and consistency across teams.
The stages in the performance review process are:
- Draft review
- In cycle
- Individual appraisal
- Final appraisal
Performance review templates
Within MyHR's Performance Review feature, you can create templates that be can used as a base across the organisation or within a department or role. With templates in place, your managers can spend less time on set up and more time on great conversations.
Visit the creating or editing performance review template article for further information on how to set up templates.
Setting up or editing performance reviews for employees
An individual performance review can be set up from an employee's profile or from the Performance feature. You have the option of creating a one off review, or using a template (created either for your organisation, or a specific department or role).
Visit the setting up a performance review for an employee article for further information.
Managing performance reviews during In Cycle (check ins during the cycle period)
During the review cycle, both the manager and the employee have the opportunity to provide update on how process is tracking against KPIs.
Visit the managing the performance review cycle article for further information.
Completing the performance appraisal process
The final stage of the review cycle is the appraisal stage - the formal part of the performance review where an employee’s overall performance for the period is evaluated, discussed, and confirmed.
Visit the how to complete the performance appraisal process article for further information.
Support Options
If you need more help, our HR teams are always here for you!
If you have questions, message the MyHR team via the Ask Us chat feature or call us on:
NZ - 0800 69 47 69 (0800 MY HR NZ) or +64 9 887 3345
AU - 02 7908 2240
CA - 1 855 694 7224