Use this checklist to ensure your Performance Management system is properly configured and ready to support employee evaluations, goal tracking, and ongoing performance conversations across your organization.

Confirm Administrator Access

• Identify primary Performance Management administrators
• Confirm administrator permissions are assigned
• Add HR or leadership users who will help manage evaluations
• Review user roles and access levels

Restrict administrative permissions to users responsible for configuring evaluation cycles and managing performance data.

Review Performance Settings

• Confirm company performance review approach (annual, semi-annual, quarterly, etc.)
• Review system terminology and rating scales
• Confirm evaluation scoring structure
• Verify performance review visibility settings

Align system settings with your company’s performance philosophy and review cadence.

Configure Review Templates

• Create or review evaluation templates
• Add competencies or performance categories
• Configure rating scales or scoring criteria
• Include open-ended feedback questions if desired

Keep templates clear and concise to encourage thoughtful feedback.

Configure Goal Management (If Used)

• Define goal categories or types
• Determine how goals will be created and tracked
• Confirm whether goals are visible to managers and employees
• Align goal tracking with performance review discussions

Connecting goals to performance reviews helps reinforce accountability and progress.

Configure Review Cycles

• Create a new performance review cycle
• Define the review period
• Set evaluation deadlines
• Confirm review stages (self-review, manager review, approvals)

Clearly defined timelines help ensure evaluations are completed on schedule.

Assign Participants

• Assign employees to the appropriate review cycle
• Confirm manager assignments are accurate
• Determine whether self-evaluations will be required
• Review any approval workflows

Verify manager relationships in the system before launching a review cycle.

Configure Notifications & Reminders

• Review performance review launch notifications
• Confirm reminder emails for upcoming deadlines
• Verify overdue reminders are enabled
• Test notification messages for clarity

Automated reminders help keep reviews on track.

Test the Review Process

• Launch a test review cycle
• Complete a sample self-evaluation
• Complete a manager review
• Confirm ratings and comments are saved correctly

Testing the process helps ensure managers and employees experience a smooth evaluation workflow.

Train Managers

• Explain the performance review timeline
• Demonstrate how to complete evaluations
• Review expectations for constructive feedback
• Provide guidance on discussing evaluations with employees

Training managers improves both the quality and consistency of performance conversations.

Launch Your First Review Cycle

• Launch the performance review cycle
• Monitor completion progress
• Follow up on incomplete reviews
• Run reports to track review completion

Continue Learning

• Explore additional Performance Management training in Arcoro Learning
• Review reporting and analytics tools
• Attend upcoming training webinars
• Contact support or training if assistance is needed

Congratulations!

Your Performance Management system is ready to support structured performance conversations and employee development.