Quarterly goals, scored the same way for everyone.

Managers set KPIs, HR approves them, and employees enter their results and complete a self-appraisal. Praxis works out each quarter's score, and gives you reviews and improvement plans for the rest.

  1. Pending approval
  2. Returned
  3. Approved
  4. Submitted

The statuses quarterly KPI targets move through, ending with the employee's submitted self-appraisal.

What it does.

Praxis gives every team the same quarterly rhythm and does the scoring, so ratings are comparable across the company.

Quarterly KPIs

  • The line manager sets targets; HR or the MD approves or returns them
  • Employees enter their actual results
  • Achievement worked out against each target, including targets where lower is better

Self-appraisal

  • Achievements, challenges, next-quarter goals and training needs
  • Five rated dimensions, from goal achievement to quality of work
  • Can't be submitted until every approved KPI has a result
  • Reminder emails to anyone who hasn't submitted

Scoring

  • Quarterly rating: 70% KPIs and 30% self-rated dimensions
  • Optional quarterly financial targets for staff who have them
  • Scores and appraisals exported to Excel

Reviews, plans and recognition

  • Review cycles and templates with weighted sections
  • Performance improvement plans with objectives, reviews and the employee's response
  • Staff of the Quarter awards, with a citation and a notice to the winner

How a quarter runs.

Targets are agreed before results are entered, and each person is notified when it's their turn.

Who uses it.

RoleWhat they do in performance
Line managersSet KPIs, write reviews and run improvement plans for direct reports.
HRApprove KPIs, manage review cycles and templates, send reminders and export scores.
Managing directorApprove KPIs, view appraisals across the company and name award winners.
EmployeesEnter results, submit self-appraisals and respond to improvement plans.

What you get.

  • XLSXSelf-appraisalsEvery submitted appraisal and score for the quarter.
  • XLSXReview ratingsRatings for a review cycle.
  • XLSXPIP templateA starting template for improvement plans.

Performance in Praxis.

[SCREENSHOT: Quarterly KPIs]A team's KPI targets with one set pending approval.
[SCREENSHOT: Self-appraisal]An employee's appraisal with KPI results entered and the five dimensions rated.
[SCREENSHOT: Improvement plan]An active plan with objectives and the latest review.

See a quarter from targets to score.

We'll set KPIs, approve them and show the self-appraisal and rating.