KPI Cycles
A KPI Cycle is a time-bounded evaluation period — for example, a quarter or a year. When you publish a cycle, the system generates an individual evaluation for every eligible employee in the targeted departments.
The Cycle Lifecycle
Draft → Published → Closed
| Stage | What It Means |
|---|---|
| Draft | Cycle is being set up. No evaluations exist yet. Departments and templates can be assigned and changed freely. |
| Published | Evaluations have been generated for eligible employees. The cycle is live. |
| Closed | The cycle is complete. All evaluations should be in Completed status. |
Viewing Cycles
Click KPI Cycles in the sidebar. The list shows all cycles with their name, date range, and current status.
Click a cycle name to open its detail page, where you manage department assignments and publishing.
Creating a Cycle
- Click New Cycle.
- Fill in the details:
| Field | Required | Description |
|---|---|---|
| Title | ✅ Yes | A clear name for the cycle (e.g., Q1 2026 Performance Review) |
| Start Date | ✅ Yes | The beginning of the evaluation period |
| End Date | ✅ Yes | The end of the evaluation period |
| Description | No | Optional notes about this cycle |
- Click Save. The cycle is created in Draft status.
Assigning Templates to Departments
Before publishing, you need to assign a KPI template to each department you want to include in this cycle.
- Open the cycle's detail page.
- In the Department Assignments section, click Add Department.
- Select the department and the KPI template to use for that department.
- Click Add.
Repeat for each department you want to include. Different departments can use different templates in the same cycle.
To change a template assignment before publishing, remove the existing assignment and add a new one.
Publishing a Cycle
Publishing is the action that generates evaluations for all eligible employees in the assigned departments. Once published, each eligible employee will receive a notification and their evaluation will appear in their queue.
Eligibility criteria: Only employees with Active + Confirmed status are included. Probationary employees are excluded.
Publishing for a Specific Department
You can publish one department at a time rather than the whole cycle at once. This lets you stagger rollouts if needed.
- Open the cycle detail page.
- Find the department row in the assignments table.
- Click Publish on that row.
- Confirm the action.
Evaluations are generated immediately for all eligible employees in that department.
Publishing All Departments
To publish all assigned departments at once:
- Open the cycle detail page.
- Click Publish All.
- Confirm.
Once a department is published, the evaluations are created and employees are notified. You cannot unpublish a department or remove it from the cycle.
Monitoring Cycle Progress
The cycle detail page shows a progress summary for each published department:
| Metric | Description |
|---|---|
| Total evaluations | Total employees included |
| Self-Assessment pending | Waiting for employee to submit |
| Manager Review pending | Waiting for reviewer |
| HR Review pending | Waiting for HR |
| Awaiting response | Employee has not yet accepted or disputed |
| Completed | Fully closed evaluations |
Use this to identify bottlenecks — for example, a large number of evaluations stuck at Manager Review indicates that reviewers need a reminder.
Closing a Cycle
Closing a cycle marks it as complete in the system. Before closing:
- Ensure all evaluations are in Completed status (use force-close for any that are stuck — see KPI Evaluations).
- Export the finance KPI data if needed.
To close:
- Open the cycle.
- Click Close Cycle.
- Confirm.
Finance Export
At any point after publishing, you can export a CSV of all evaluation scores for use in payroll or finance reporting.
- Open the cycle detail page.
- Click Export Finance CSV.
- The file downloads immediately with one row per evaluation, including overall score, percentage, and performance flag (PIP / Standard / HiPo).