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Performance Management

Goals, reviews and 1:1s that connect to the real work

OKRs with check-ins and scoring, goal alignment, 1:1 meetings, review cycles with self, manager and peer reviews, feedback and improvement plans. Part of the Scale plan.

Start free See the Scale plan
  • OKRs and check-ins
  • Review cycles with calibration
  • 1:1s, feedback and PIPs
Import prebuilt review templates popup with industries and an annual review template for software teams
On the Scale planUnlocks with Recruitment, Assets and Purchase

What is performance management software?

Performance management software is where a company sets goals, checks progress, holds 1:1s and runs reviews. BusinessHRM does this with OKRs and key results, a goal alignment tree, 1:1 meeting notes, review cycles with self, manager and peer reviews, ongoing feedback and improvement plans, all on the same employee records as HR and payroll. It is part of the Scale plan.

What BusinessHRM does about it

BusinessHRM keeps goals, conversations and reviews on the employee record. Teams set objectives with measurable key results and check in on them through the quarter. Managers keep 1:1 agendas and actions in one place, and anyone can leave praise, constructive feedback or a private note. When review time comes, a cycle collects self, manager and peer reviews from a template, supports calibration and sign-off, and can carry a promotion recommendation or lead to an improvement plan.

Why teams go looking for performance and okrs

  1. 01Goals are set in January and forgotten by MarchObjectives live in a slide deck. Nobody checks in on them, so the year-end review is a memory test instead of a look at real progress.
  2. 02Reviews are a pile of documents to chaseSelf reviews, manager reviews and peer input arrive in different formats, late, and someone has to stitch them together before calibration.
  3. 03Feedback and 1:1 notes disappearPraise is given in a hallway and 1:1 notes sit in a private notebook, so neither is there when it matters for a promotion or an improvement plan.

How performance and okrs works

A performance cycle in four steps

The same records carry through the quarter, so the review starts with evidence rather than a blank page.

  1. 1

    Plan

    Set objectives and key results

    Create company, team and personal objectives with measurable key results, or start from prebuilt goals for your industry. The goal tree shows how they align.

  2. 2

    Track

    Check in through the quarter

    Owners update key-result metrics in check-ins, and OKR scoring shows where each objective stands.

  3. 3

    Talk

    Hold 1:1s and give feedback

    Managers keep a shared agenda and action list for each 1:1, and anyone can leave praise, constructive feedback or a private note.

  4. 4

    Review

    Run the review cycle

    Launch a cycle from a review template, collect self, manager and peer reviews, calibrate, sign off, and share the result as a PDF or link.

What managers and employees see

Real screens from the Demo Agency workspace.

01

Review templates ready to use

Start a review cycle from a template, including prebuilt templates by industry, and adjust the questions to fit your teams.

  • Self, manager and peer sections
  • Prebuilt templates by industry
Import prebuilt review templates popup with industries and an annual review template for software teams
02

Goals that line up

The goal alignment tree shows how personal and team objectives roll up to company goals, so everyone can see why their work matters.

BusinessHRM goal alignment tree with a company objective and its progress
03

OKRs with check-ins and scoring

Objectives carry key results with metrics, check-ins record progress, and OKR scores show what is on track.

  • Key-result metrics
  • Check-in history
BusinessHRM objectives list with owner, dates, progress and on-track status
04

Settings you control

Choose how reviews, feedback and goals work for your company, with a performance audit log of changes.

BusinessHRM performance settings for goal types, key result metrics, 1:1 meetings and reviews

See a review cycle before you commit

Book a demo to walk through goals, 1:1s and a review cycle, or start free and upgrade to Scale when you are ready to switch Performance on.

Book a demo Start free

What you get with Performance & OKRs

Unlocks on the Scale and Enterprise plans. Every other module is on every plan, including the free Starter plan.

OKRs and key results

Objectives with measurable key results, metrics and check-ins, plus OKR scoring at the end of the period.

Goal alignment

A goal tree that links personal and team objectives to company goals.

1:1 meetings

Shared agendas, notes and action items for every manager and report, kept with the employee record.

Review cycles

Self, manager and peer reviews from templates, with calibration, sign-off, promotion recommendation, PDF and share link.

Continuous feedback

Praise, constructive feedback and private notes, given at the moment and visible at review time.

Improvement plans

Performance improvement plans with goals and dates, tracked to a clear outcome.

What changes once it is running

  • Reviews built on evidenceCheck-ins, feedback and 1:1 notes are already on the record, so reviews start from what actually happened.
  • Everyone pulls the same wayAligned goals show each person how their objectives support the team and the company.
  • Less time chasing review formsOne cycle collects every review in the same format, ready for calibration and sign-off.

Who it is for

  • HR and people leadsPeople who run review cycles and need them to finish on time with consistent input.
  • Team managersManagers who hold regular 1:1s and want goals and feedback in one place.
  • Growing companiesTeams moving from ad hoc reviews to a repeatable cycle as headcount grows.

Software this replaces

Get performance and okrs without paying for a separate tool, and keep the rest of your business attached.

See all comparisons
  • LatticeGoals, 1:1s, feedback and review cycles, on the same records as HR, attendance and payroll.
  • 15FiveCheck-ins, 1:1 agendas and feedback, without a separate tool to keep in sync with your employee list.
  • Review spreadsheets and formsOne templated cycle with calibration and sign-off instead of documents passed around by email.

Performance & OKRs questions, answered

Which plan includes performance management?

Performance and OKRs unlock on the Scale plan, together with Recruitment, Assets and Purchase. Every other module is on every plan, including the free Starter plan.

Does BusinessHRM support OKRs?

Yes. You create objectives with key results and metrics, record progress in check-ins, and see OKR scores. A goal alignment tree shows how objectives roll up.

Can I run 360 reviews with peers?

Yes. Review cycles collect self, manager and peer reviews from a template, then support calibration, sign-off and a promotion recommendation. Results can be shared as a PDF or a link.

Is there a separate KPI module?

No. Key-result metrics inside OKRs play that role, so measurable targets are tracked as part of each objective.

Can managers record 1:1 meetings?

Yes. Each 1:1 has an agenda and action items that the manager and the report share, kept with the employee record.

Are there prebuilt review templates?

Yes. Review templates and prebuilt goals are available by industry, and you can edit them before you use them.

Goals, 1:1s and reviews on one record

Performance management that shares its data with HR and payroll. Start free, then turn it on with the Scale plan.

Start free See the Scale plan

Free forever for unlimited users. No credit card required.