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Performance Reviews·Support CodeHR-046

MBO (Management by Objectives) Setup and Progress Tracking

Run goal-setting and end-of-period performance evaluations through WorkVell from target input to final score.

[What is MBO]

Individuals and teams set goals at the start of a period and are evaluated on achievement at the end.

Goals should follow the SMART format: Specific, Measurable, Achievable, Relevant, Time-bound.

[Set goals (employee)]

  1. 1.HR → Evaluations → Set Goals
  2. 2.Select evaluation period (H1 / H2 / Annual)
  3. 3.Enter goals:

- Goal title

- Action plan

- KPI and target value

- Weight (e.g., Goal A = 60%, Goal B = 40%)

  1. 4.Submit to Manager

[Manager review and approval]

Manager reviews, comments, and approves submitted goals.

Can request revisions if needed.

[Mid-period progress check]

Update progress during the evaluation period:

Evaluations → Select goal → Update Progress

  • Enter achievement rate (%) and progress comment

Useful as an agenda item for 1-on-1 meetings.

[End-of-period evaluation]

Employee enters self-evaluation → manager rates → final score confirmed.

⚠ Evaluation flow design (number of steps, self-rating, manager rating, etc.) depends on tenant settings.

mbomanagementobjectivessetupprogresstracking

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