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Performance Management

Track how your people are doing in one place: set KPIs and goals, run probation and annual reviews, log ongoing feedback, and monitor punctuality drawn straight from attendance.

Performance Management is an add-on for administrators and managers. If you don't see it, ask your Soundial administrator to enable the Performance module.

The performance dashboard

The overview lists your team with their open goals, number of KPIs, feedback count, and last review at a glance. Select any employee to drill into their full performance record.

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Open Performance

Performance›Performance
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Select an employee

Click a row to manage that person's KPIs, goals, reviews, and feedback.

KPIs

KPIs measure an employee against a target — for example a sales figure, a quality score, or attendance. Each KPI tracks its current value against its target so progress is easy to read.

The Punctuality KPI is generated for you. Use the Punctuality KPI button on the dashboard to build or refresh it from this month's attendance for every active employee — late days are pulled directly from clock-in records.

Goals

Set objectives for an employee and track them through to completion. Open goals appear as a count on the dashboard so nothing slips.

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Add a goal

From an employee's performance page, create a goal with a title, description, and target date.
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Update progress

Move goals forward as work is done and mark them complete when achieved.

Reviews

Run structured probation and annual reviews. Each review records an overall rating and notes, and the most recent review and rating show on the dashboard.

Schedule a probation review near the end of a new hire's probation period so you have a documented decision on confirming their employment.

Feedback

Log lightweight feedback for an employee throughout the year — recognition, coaching notes, or areas to watch — so reviews are based on a running record rather than memory.

AI performance insights

When AI is enabled for your company, Soundial can summarise an employee's performance trends across their KPIs, goals, reviews, and punctuality to help you prepare for a review.

AI insights only appear if both the platform AI features and the Performance AI toggle are switched on for your company by your Soundial administrator.