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Performance Reviews Explained
Performance Reviews Explained

Learn more about Tanda's Performance Review feature and how you can use it in your business.

Updated over a week ago

You can now conduct performance reviews and manage formal staff communications in Tanda, ensuring there's a record of every conversation.

This help guide will explain Tanda's Performance Review feature, including how to access Performance Reviews and when to use them.

This feature is only available for users on the Tanda HR plan.


What are Performance Reviews?

Performance reviews are formal opportunities for feedback between managers and their staff. They're used to track staff performance over a longer period of time and can help businesses make decisions when promoting staff or letting them go.

With Tanda's Performance Review feature, you can store insights and notes for every employee. You can also create customisable review templates, which can be sent manually or automatically when staff meet a certain business milestone.


How are Performance Reviews Structured?

Each Performance Review in Tanda contains Pages and Questions to help organise responses.

  • Performance Review Templates—name your template, specify the review type and status, and provide a description of the Performance Review.

  • Page—break up the review into manageable sections.

  • Question—specify the question name and type, whether it's mandatory, who it applies to, and add a description or reference file.


How can I Access Performance Reviews?

Performance Reviews are only available for accounts with Tanda HR enabled.

Once enabled, you can access Performance Reviews by navigating to the HR tab in your Tanda account.


When Should I Use Performance Reviews?

There are many circumstances where a Performance Review might be appropriate. Some common examples include:

  • Staff interviews

  • 1:1 catchups

  • Formal performance assessments

  • Self-assessments

  • Probation meetings


Start Using Performance Reviews

Now that we've explained the basics of Performance Reviews, the following articles in this series will explain how to create, edit, and send Performance Reviews.

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