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Performance FAQ and troubleshooting

Lists the cause and solution of common situations such as not being able to add goals or send them for approval, employees without a manager, goals left out of the evaluation, evaluations that do not complete, and competency results.

This page lists the most common situations in the Performance module as symptom, cause and solution. For the setup order, see the checklist in the Overview.

Goal entry

Symptom: There is no Add Goal button.
​Cause: One of these:

  • The goal entry window of the selected period is not open. The period is Draft (not started), entry has not started yet, or entry has ended. The period card says Target entry locked.

  • The period's Goal Entry setting is Manager and nobody reports to you.

  • Another period is selected in the list.

Solution: On the Periods card, click the period that says Target entry open. If the setting is Manager, your manager enters your goals. If the window dates must change, contact the admin; the settings of a started period cannot be changed (Creating a period).

Period cards with locked and open goal entry

Symptom: Growth and hiring > Goals is not in the menu.
​Cause: Performance Management Employee Permission or Performance Management Administrator Permission is not assigned.
​Solution: Have the permission assigned from Configuration > Performance > Responsibilities (Responsibility management).

Symptom: Send to Approval is disabled or missing.
​Cause: If disabled, the weights of your goals in the period (approved ones included) do not total 100%, or you have not reached the minimum goal count; hovering over it shows why. If missing, you have no goals in Pending, or you are in the Employee view.
​Solution: Switch to the Myself view; fix the weights of the Pending goals with Edit so that the total is 100%.

Send to Approval disabled because weights do not total 100%

Symptom: Next is disabled in the goal window.
​Cause: The Minimum Goal Count is not reached or the total weight is not 100%.
​Solution: Complete the missing goal count or weight shown in the button's tooltip.

Symptom: Goal entry looks locked.
​Cause: The Target Entry End day has passed. The end day is part of the window; the window closes at the end of that day.
​Solution: Goals cannot be added in a closed period. A manager or the admin can take unapproved goals into evaluation with Respond.

Approval

Symptom: "I have no manager"; my goals became Approved without going to approval.
​Cause: No manager is defined in your Position Information. The goals of an employee without a manager are approved automatically and scored at the end of the period only on the value they enter.
​Solution: This is expected. If manager approval is needed, ask HR to define your manager (Employee module).

Symptom: The manager cannot approve the employee's goals; there is no Respond.
​Cause: The goals are Pending; the employee has not sent the goals they entered for approval yet. Goals the manager enters for the employee start as Approved and need no approval.
​Solution: Ask the employee to click Send to Approval in the Myself view.

Symptom: The manager's Approve button is disabled.
​Cause: The weights of the employee's goals in the period do not total 100%.
​Solution: Fix the weights with Revise and Approve (Team goals as a manager).

Evaluation

Symptom: "My goal was not included in the evaluation"; the status is Not Included.
​Cause: When the entry window closed, the goal was still Pending or Waiting Approval.
​Solution: Your manager or the admin can bring the goal into the evaluation from its menu in the Employee view with Respond > Approve; the goal becomes Evaluation Pending.

Symptom: The entry window closed but goal statuses did not change.
​Cause: Statuses are updated in the night after the window closes (or earlier when the Goals screen is opened); an open page may still show the old list.
​Solution: Refresh the page.

Symptom: I cannot enter an actual value.
​Cause: The goal entry window has not closed yet, the goal is not in Evaluation Pending, or the period's Success Criteria Entry setting is Manager.
​Solution: Wait for the window to close; if the setting is Manager, your manager enters the value.

Symptom: Both values are entered but the goal is not Completed.
​Cause: Steps are defined for your department on Configuration > Performance > Approval process. In Evaluation Waiting Approval your other goals are still being evaluated; in Evaluation In Approval the approver's decision is awaited.
​Solution: Complete the values of the remaining goals; let the next approver know. The admin can approve at any step (End-of-period evaluation).

Symptom: The approver does not see the Approve button on the employee's row.
​Cause: It is not their turn, the evaluation has not entered the approval process yet, or the screen is in card view in the mobile app.
​Solution: Check that the status is Evaluation In Approval and do it from a computer.

Competency assessment

Symptom: My Results is empty.
​Cause: Not all evaluations in the period have been submitted and the admin has not closed the period, or results are closed to employees for the period.
​Solution: Wait for the period to complete. After the end date, the admin can close the period with Close on the Periods tab; results then open with the submitted evaluations (Filling in competency evaluations).

Symptom: The goal and competency scores are not combined into one final score.
​Cause: The goal/competency weight (default 60%/40%) is not used in any calculation today.
​Solution: Track the goal score on the Goals screen and the competency score on the My Results and Reports tabs separately.

Badges and recognition

Symptom: My recognitions ran out; the Recognise window says "No recognitions left this month."
​Cause: In peer recognition every employee has a monthly number of recognitions (5 by default) and you have used this month's. Waiting, active and revoked recognitions count; a rejected one gives the right back.
​Fix: They renew by themselves on the first day of each month; the window shows how many days are left. If the number should be raised, your badge admin changes Monthly peer recognition quota in the Settings tab of Badge management (Recognising a colleague).

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