Every time a new performance cycle begins, admins and managers have to manually set up goals, reviews, and feedback questions from scratch. It’s a repetitive task that takes up a lot of time and often leads to inconsistencies in how employees are evaluated.

greytHR now brings you the PMS Library—a central repository in the Performance Management System. As an admin, you can quickly choose pre-configured goals, review category questionnaires, and 360° feedback templates while setting up a new cycle. No more repetitive work—just faster setup and consistent employee evaluations.

How to enable PMS Library in greytHR?

To enable the PMS Library, from your greytHR Admin portal, navigate to Settings > User Administration > User > User Roles. Select the admin user card and click the Edit icon.

From the Category dropdown, choose PMS Library.

A list of feature codes will appear. To enable the PMS Library, select both Read Access and Write Access, then save the changes.

Based on your organisation’s requirements, you can enable access for:

View Goal Plan Library
View Review Library
View Feedback 360 Library

Similarly, for employees and managers, you can select the respective card and enable the PMS Library feature.
Note: Employees and managers can have access to the View Goal Plan Library only.

Additionally, to upload goal groups and 360 feedback questionnaires in bulk, from the Category dropdown, choose Excel Importers V2. Select both Read Access and Write Access for the 360 Feedback Library and the Goals Library.

Based on the feature code enabled for your account, you can use the PMS Library for:

Goals Library – Create and manage reusable goal groups for different teams and cycles.
Reviews Library– Set up consistent review category questionnaires for each performance cycle.
360° Feedback Library – Use ready-made feedback question sets for smoother 360° evaluations.

Goals Library

The Goals Library in greytHR is a centralized space to create, manage, and reuse goal groups across teams and performance cycles. You can define goals and milestones, assign them to employee groups, eliminating the need to create goals manually.

How to create a goal group in greytHR?

To create the goal group, go to Performance Management > Library. Under the Goals tab, click Create Goal Group, give a name for the goal group, and select the employee group.

Once the goal group is created, select the category and add the Goals and Milestones respectively. You can add more goals by clicking + Add Goal.

Note: Each goal group must include at least one goal.

Info: You can also add multiple goal groups in bulk using the Import option. Select Goals Library, Download the sample file, fill in the required data, and upload it to complete the process.

Additionally, greytHR offers a sample goal group to help you get started quickly. You can clone it, select the relevant goals using checkboxes, assign them to an employee group, and give the group a name, making the setup simple and efficient.

How to assign goals to employees from the Goals Library in greytHR?

To assign goals to the employees from the goal group, start by selecting a goal plan and choosing the employees. Click Add Goal, then use the + Add option to pick a goal group. You can also expand the group to select individual goals if needed.

Note: While creating goals, you can use goal groups from the Goals Library instead of manually entering goals.

As an admin, you have the option to edit, delete, or clone a goal group created in Goals Library.

How to edit a goal group in greytHR?

To edit a goal group, click on the Edit option, and the entire goal group becomes editable, and you can make the necessary changes.

You can also edit an individual goal as per your requirement.

How to clone a goal group in greytHR?

To clone a goal group, click on the three vertical dots (⋮) and select Clone. The entire goal group will be cloned and will appear as a separate goal group.

You can also clone an individual goal as per your requirement. Click Edit and then select the three vertical dots (⋮) next to a goal > Clone.

Note: You can choose to delete a goal group from the three vertical dots (⋮). To delete a particular goal, click Edit > three vertical dots (⋮) > Delete.

You can use the Search box to find specific goal groups, and use the Filter option to locate goal groups based on employee categories.

360° feedback Library

The 360° Feedback Library simplifies the 360° feedback setup with ready-to-use question sets. Instead of creating questions from scratch each time, admins can choose from pre-configured templates, ensuring consistency and saving time across feedback cycles.

How to create 360° feedback question categories in greytHR?

To create 360° feedback question categories in the 360° Feedback Library, click Create under the 360° Feedback tab. Enter a Question Group Name, select the Rating Scale Type, and start adding the required questions.

Note: Each feedback question category must include at least one question.

If you want to add multiple question categories in bulk, use the Import option. Select 360 Feedback Library, Download the sample file, fill in the required data, and upload it.

How to use the 360° feedback Library in greytHR?

While creating the 360° feedback cycle, under the Create Categories section, click + Add Category to view the question categories created in the 360° Feedback Library.

Expand the category and select all or the required questions and click + Add.

After creating the question categories, you have the option to edit, delete, or clone a question category created in 360° Feedback Library.

How to edit 360° feedback question categories in greytHR?

To edit a 360° feedback question category, click on the Edit option to make the necessary changes.

If you want to edit a particular question, just tap on the question and edit the same.

How to clone 360° feedback question categories in greytHR?

To clone a 360° feedback question category, click on the three vertical dots (⋮), select Clone, and enter a new name. The entire question category will be cloned and shown as a separate entry.
Note: You can’t add the same question more than once.

You can choose to delete a question category from the three vertical dots (⋮). To delete a particular question, click Edit > (x) option next to the question.

What’s more?

greytHR PMS Library also allows:

Managers to assign and customize pre-configured goals from the Goals Library, ensuring alignment with team and company objectives.
Employees to select their goals from the Goals Library, staying clear on expectations, and aligning with the overall business goals.

Other related links:

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