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Perform Dashboard Overview

The Perform Dashboard provides a centralized view of employee performance activity, active cycles, alerts, and key performance insights. It helps HR Admins and Managers track review progress, identify risks, and monitor performance across active cycles.

Dashboard Access & Permissions

Access to the Perform Dashboard is controlled by role:

  • HR Admin - can view all employees and has access to all active cycles and all performance data

  • Manager - Can view only direct reports (employees in their reporting line) and all dashboard widgets and flyout data are scoped to direct reports only

All data in the dashboard is calculated using only active cycles and active employees.


Performance Overview Cards

At the top of the Perform Dashboard, four stat cards are displayed in a fixed order:

  • Reviews to Complete
  • Overdue Reviews
  • Due Soon
  • Unassigned



Alerts and Signals

The Alerts and Signals section of the Perform Dashboard highlights key risks and performance insights across active cycles. It is split into three widgets: Critical, Attention, and People Insights.

All data is based on active cycles and active employees only, and is scoped according to user access (HR Admin or direct reports for Managers).

Active Cycles

The Active Cycles widget shows all performance cycles that are currently running.

It only includes:

  • Active cycles
  • Active runs within those cycles

By clicking the “View Active Runs” button, you can see all active runs for that cycle