Simplify Suite

Performance Management

Structured reviews, goals, check-ins & development planning

The PMS module provides a structured performance management workflow encompassing role profiles, goal setting, regular check-ins, review cycles, and development planning.

Performance Management screenshot

The Performance Management System (PMS) enables managers to effectively monitor and support the performance of their team members. The process begins with defining clear roles for each individual, supported by pre-defined templates that provide a strong starting point.

From there, goals are established at the company, department, team, and individual levels, ensuring alignment across the organization. Based on these objectives, structured review cycles — such as quarterly and annual evaluations — are conducted. During these cycles, team members provide input, after which managers complete the formal performance assessment.

By offering a comprehensive and structured approach, the PMS streamlines performance management and addresses the challenges many small companies face in organizing consistent and meaningful evaluations.

1

Roles & Goals

Role Profiles

Create role profiles with title, summary, responsibilities, and performance areas with success criteria.

Goal Types

Company, Team, and Individual goals with statuses (Draft, Active, Completed, Cancelled).

Four Goal Buckets

Company Goals, Team Goals, My Goals, Direct Reports' Goals.

Progress

Progress tracking, parent goal linking for cascading hierarchies, date ranges, and owner/team assignment.

2

Check-Ins

List View

Filterable by status and employee.

Create Check-In

Select employee, manager, template, date, and topics.

Schedule Recurring

Batch-create at weekly, bi-weekly, or monthly frequency.

Check-In Detail

Overview, Notes, Goals tabs with separate employee/manager notes, action items tracking, and goal linking.

Calendar View

Monthly calendar grid with color-coded check-in events. Click-to-create on any date.

AI-generated summary for each check-in.

3

Reviews & Development

Review Cycles

Create and close review cycles with self-reflection, manager summary, and rating.

Check-In Templates

Reusable templates defining sections with structured questions.

Development Plans

Create plans with strengths and development areas linked to employees.

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Performance Management is just one of many tools in the Simplify Suite. See how they all work together.

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