Set Expectations
Define role expectations, competencies, goals, review forms, rating scales, participants, timelines, and approval responsibilities before the cycle opens.
Manage performance review cycles, goals and OKRs, check-ins, feedback, calibration, development plans, improvement plans, and 360-degree reviews in one connected workflow.

Spreadsheets, separate review tools, inconsistent manager practices, and disconnected development records make it difficult to run a repeatable performance process or explain how decisions were reached.
Use the workflows your organization needs and connect them through shared employee, goal, feedback, review, and development context.








Begin with a specific process, such as review cycles or goals, and expand as your performance-management requirements mature.
Review Performance RequirementsConnected Performance Management
A performance management system should help HR configure a repeatable process while giving managers and employees clear steps throughout the year. TraineryHCM connects goals and OKRs, check-ins and one-on-ones, feedback, formal reviews, calibration, and development without treating every activity as a separate record.
Define role expectations, competencies, goals, review forms, rating scales, participants, timelines, and approval responsibilities before the cycle opens.
Use manager check-ins, feedback and surveys, and goal updates to capture context before the formal review.
Run performance review cycles, collect relevant inputs, and use performance calibration to review evidence and rating consistency.
Convert outcomes into individual development plans, coaching, learning actions, or performance improvement plans when appropriate.
Review each workflow independently, then decide how they should share employee, goal, feedback, rating, and development context.
Performance management software helps organizations configure and run goals, check-ins, feedback, reviews, calibration, development plans, improvement plans, and reporting through a structured digital workflow. The exact capability set varies by vendor, so buyers should compare process depth, permissions, reporting, integrations, and implementation requirements.
TraineryHCM organizes performance management around eight workflows: performance cycles, goals and OKRs, check-ins and one-on-ones, feedback and surveys, calibration, individual development plans, performance improvement plans, and 360-degree reviews. Organizations should confirm the configuration, permissions, and reporting required for each workflow during solution planning.
Continuous performance management supplements formal review cycles with regular goals, check-ins, feedback, coaching, and development conversations. It does not require constant scoring. The purpose is to create useful context and follow-through throughout the year rather than relying only on one annual event.
Some organizations use finalized performance outcomes as one input to compensation planning. TraineryHCM can connect performance and compensation workflows, but the exact data transfer, approval rules, merit logic, permissions, and review process should be configured around the organization's policy. Performance ratings should not be the only input to pay decisions.
Development priorities identified through reviews or check-ins can be documented in an individual development plan and connected with relevant courses, coaching, mentoring, or applied work activities. Available assignment, completion, and reporting workflows should be confirmed against the organization's learning requirements.
Calibration allows managers and HR to compare proposed ratings, review supporting evidence, discuss outliers, and check whether standards are being applied consistently. It can surface inconsistent practices and potential bias, but it does not automatically remove bias or establish legal compliance.
A performance improvement plan is a formal process for addressing documented performance below an expected standard. An individual development plan is a proactive growth plan focused on capabilities, career direction, learning actions, manager support, and milestones. Organizations should keep the two processes separate and follow their approved HR policies.
Compare the full workflow rather than relying on category labels. Review support for goals, review cycles, feedback, calibration, development, improvement plans, reporting, permissions, integrations, learning, compensation connections, implementation, and target company size. Other platforms may provide overlapping capabilities, so product scope should be verified directly during evaluation.
Bring your current review process, rating scale, goal framework, manager workflow, development requirements, and reporting needs. See how the system can be configured around them.