Employee
Own goals, updates, review stage, appropriate feedback, acknowledgement, and agreed actions.
Act on personal commitments and questions.Monitor review completion, goal health, rating differences, overdue work, acknowledgements, and follow-up—then open the employee record behind every signal.
Define what each metric measures, who needs to see it, and what they should do when a review is late or a goal is blocked.
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Reviewed by Jodoo’s product and content team · September 6, 2026. Explore the sample records in Excel and Jodoo to choose the format that suits your review process.
These measures describe the performance process and its decisions—not an automated judgment of employee worth.
Eligible review participants currently in goal setup, self-review, manager review, calibration, acknowledgement, follow-up, or complete.
Open the late stage and resolve missing ownership, evidence, or capacity.
Goals grouped by on track, at risk, blocked, needs update, and complete with the latest employee context.
Work blockers and support requests before using goal status in a review.
Elapsed time from completed self-review to submitted manager assessment by team and manager.
Rebalance review work or clarify incomplete inputs.
Material difference between self, manager, and final rating according to an agreed threshold.
Review evidence and rationale; do not infer bias from variance alone.
Final reviews shared, acknowledged, overdue, questioned, or refused.
Follow up and preserve employee questions without rewriting the outcome.
Open, overdue, blocked, and verified coaching, development, support, recognition, or improvement actions.
Assign support, change a milestone, or close with evidence.
Performance information is sensitive; useful access is rarely the same for everyone.
Own goals, updates, review stage, appropriate feedback, acknowledgement, and agreed actions.
Act on personal commitments and questions.Team goals, due conversations, review work, blockers, support actions, and follow-up.
Coach, assess, decide, and remove obstacles.Cycle readiness, completion, returns, calibration work, acknowledgements, permissions, and process health.
Run a consistent and explainable process.Aggregated process health, goal risk, support demand, and follow-through with restricted drill-down.
Address systemic constraints without exposing every note.A dashboard built from only clean demo records cannot prove routing, permissions, or operational value.
Current goal result, recent evidence, completed check-in, and no overdue action.
Self-review submitted, manager due date approaching, and assessment not started.
Self and manager ratings differ materially with both rationales available.
A development or support action is overdue because its dependency has no owner.
Final review, employee acknowledgement, and verified follow-up outcome are connected.
A polished chart does not compensate for unclear definitions or missing source data.
Use review-cycle completion, overdue work, goal health, calibration exceptions, acknowledgement, and follow-up measures that managers and people operations can act on.
Only to authorized roles with a clear decision purpose. Many leadership views should use aggregated process and support signals rather than expose individual outcomes.
The owner needs the source context to verify the signal and act. Without drill-down, the dashboard becomes another report people must reconcile manually.
With the original target, changed context, evidence, milestone history, and support decisions. A completion percentage alone may reward easy goals or hide blocked dependencies.
Yes. A trained administrator can adjust fields, formulas, filters, views, workflow rules, and dashboard widgets around the governed performance records.
Do not present passive surveillance or an opaque algorithmic score as a performance decision. Keep accountable human judgment and the supporting context visible.
Verify definitions, permissions, drill-down, and the response for overdue reviews, blocked goals, calibration differences, and open follow-up.