List of the performance management questions that you can ask from the client during requirement gathering

• Confirm that the review period/evaluation period would be the same as Goal Management.
• Would XYZ use participant feedback as part of the annual performance review process? Would the Matrix Manager feature be useful for XYZ?
• Confirm the types of performance documents that XYZ would use: Annual Performance Document, Check-ins, Performance Improvement Plan, and Ad-hoc feedback.
• Would XYZ use questionnaires to collect feedback during the Annual Performance Document from different Stakeholders.
• Would XYZ need approval workflow for the Performance process, if yes, who is the approver?
• How many templates will be used as part of the Performance Review Process? Do you have samples that you can share of each?
• Do you currently have a self-assessment for employees to complete?
• If applicable, who is responsible for identifying the employee’s feedback providers?
• If applicable, when gathering feedback, who currently sends the request (Manager or Employee)?
• If applicable, who is responsible for gathering feedback and providing overall feedback to the employee?
• What is the Performance Review Period?
• If ratings are used as performance review, are these ratings feed into compensation?
• Will you use check-in functionality?
• Will you use anytime performance documents?
• How does a manager identify if a performance (appraisal) document is needed?
• Are contingent workers involved in performance reviews and ongoing check-ins?
• When are calibration ratings finalized for performance? Do they incorporate with Talent Review?

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.