01 Performance Management | Goal Tracker

Learn how to set up and manage employee performance management in Onfinity ERP. This complete guide walks through goal tracking software features, from creating goals and key results to running appraisal cycles and performance reviews. If you're responsible for performance management, goal tracking, or annual appraisals, this video shows exactly how it works in Onfinity.

Performance management requires structure. Goals need to be tracked, key results measured, milestones monitored, and appraisals completed—all while keeping employees and managers aligned. This video covers the entire workflow: creating goals at individual, departmental, or organizational levels, defining measurable key results with different measurement types, generating milestones based on tracking frequency, managing milestone actions between reviewers and reviewees, setting up appraisal plans with competencies and skills, and closing the performance review cycle.

THIS VIDEO IS FOR

HR managers setting up performance management processes
Employees tracking goals and milestones with managers
Managers conducting appraisals and providing feedback
Organizations implementing structured performance cycles
ERP administrators configuring performance workflows

USE CASES

Creating and tracking employee goals across departments
Defining key results with quantitative and qualitative measurements
Generating monthly or custom milestones for progress tracking
Managing appraisal cycles with skills and competency assessments
Routing performance reviews through defined workflows

This training covers everything you need to configure and run performance management in Onfinity. You'll see how to set up rating scales and competency masters before starting, create goals in the goal tracker form, define measurable key results with the right tracking frequency, generate and manage milestones, handle actions between reviewers and reviewees, build appraisal plans linked to goals, and complete the full performance review process from employee submission to manager approval.

Ready to implement performance management in your organization?

Book a demo with our team to see how Onfinity handles goal tracking, milestone management, and performance appraisals:
https://onfinity.io/demo.php

RESOURCES

Website: https://onfinity.io/
LinkedIn: linkedin.com/company/onfinityio/

TIMESTAMPS

00:00 Introduction to performance management
02:15 Goal creation and assignment levels
05:30 Key results definition and measurement types
08:45 Milestone generation and tracking frequency
12:10 Milestone actions for reviewers and reviewees
15:40 Appraisal plan setup and configuration
19:20 Performance review process and workflows

HASHTAGS

#EmployeePerformanceManagement #GoalTrackingSoftware #PerformanceAppraisal #ERPSystem #HRManagement #OnfinityERP #WorkforceManagement #AppraisalProcess

Видео 01 Performance Management | Goal Tracker канала Onfinity Enterprise Open Source ERP