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Performance Categories
Performance categories group the criteria used in staff appraisal and capability tracking. They provide structure for evaluating skills and objectives across consistent areas.
Concepts
| Field | Meaning |
|---|---|
| Code | The short identifier for the performance category. |
| Description | The category name shown to users. |
| First Introduced | The date from which the category is active. |
| Monitoring Unit | The organisational unit responsible for monitoring or owning the category. |
| Notes | Extra detail about how the category should be applied. |
Screenshot: Performance Categories list view
How To Create a Performance Category
- Go to HCM -> Setup -> Performance Categories.
- Click New.
- Enter the category Code and Description.
- Set the First Introduced date.
- Select the Monitoring Unit if ownership is assigned to a unit.
- Add notes where the category needs usage guidance.
- Save the record.
Screenshot: Performance Category form with monitoring unit field