Performance period refers to a specific timeframe during which an employee's performance is evaluated. This can happen every quarter, twice a year, yearly, or on any custom schedule that fits the company's goals. Without it, you cannot move forward with setting goals or conducting performance reviews. The performance period is also commonly known as the Appraisal Period, Evaluation Period, or Appraisal Cycle.

Create Performance Period

From the greytHR Admin portal, hover over the 9 dots and select Performance Management > Performance Period.
Click Create, fill in the details, and save it.

Note: The newly created performance period must be activated from the Draft tab. Once you activate the performance period, you cannot edit or change it.

The next step is to create goal plans.

💡 Set quarterly, half-yearly, or annual performance periods to align employee goals with company timelines.

Frequently Asked Questions:

What is a performance period?

A performance period is a defined timeframe during which employee performance is evaluated. It may be quarterly, half-yearly, annual, or a custom period based on the organization’s requirements.

How can the admin create a performance period in greytHR?

To create a performance period, from the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Performance Period.

Select Create. A form appears.
Enter the Cycle Name, Duration and Description.
Click Save.

Why does a newly created performance period appear in the Draft tab?

Every performance period is first saved in Draft status. The admin must activate the performance period before using it for goal plans or reviews.

Can the admin edit a performance period after activation?

No. After activation, a performance period cannot be edited. The admin must verify all details before activating it.

What actions can the admin take after activating the performance period?

Once activated, the admin can:

Create and assign goal plans
Configure review cycles for the selected period
Enable employees and reviewers to begin tracking performance

Can the admin create multiple performance periods in a year?

Yes. The admin can create quarterly, half-yearly, annual, or custom performance periods depending on organizational needs.

Can the admin delete a performance period?

The admin can delete a performance period only when it is in Draft status. Once activated, it cannot be deleted or modified.

How does a performance period support the performance management process?

A performance period helps the admin ensure structured goal alignment, timely evaluations, consistent tracking, and accurate reporting throughout the review cycle.

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