Overview

The Performance Hub module in HR360Hub provides a structured framework for defining organizational goals, assigning them to employees, tracking progress, and managing the approval lifecycle. The module is built around the concept of Goals — discrete, measurable objectives that can be created by managers, assigned to individual employees or entire departments, and tracked through a defined pipeline of statuses from assignment through to completion and approval.

The module is divided into six sub-sections: Dashboard, All Goals (goal management for admins and managers), Assign Goals(assign created goals to individual or whole departments), My Goals (goal tracking for individual employees), Goal Approvals (review and approval workflow), and Goal Types (configuration of goal categories). Goal Types must be configured before goals can be created, as every goal requires a Goal Type classification.

📜 Note:  Access to sub-sections varies by role. All Goals, Assign Goals and Goal Approvals are primarily used by HR Managers and Super Admins. My Goals is accessible to all employees who have been assigned one or more goals.

Section 1: Accessing the Performance Hub Module

After logging in to the HR360Hub portal, locate the Performance Hub on the left-hand sidebar. Click it to expand the sub-menu. The following sub-sections are available: Dashboard, All Goals, Assign Goals, My Goals, Goal Approvals, and Goal Types.

Click the desired sub-section to navigate to it.

Section 2: Dashboard

The Dashboard provides a high-level summary of goal activity across the organization. It is the default landing page for the Performance Hub module and is intended for HR managers and administrators who need a consolidated view of goal pipeline health. The Dashboard has been enhanced with additional analytics, including a submission trend chart, a goal submission funnel, breakdowns by goal type and department, a deadline tracker, a top-performers table, and a table of recent submissions.

Navigate to Performance Hub → Dashboard to open this page.

2.1. Summary Cards

At the top of the Overview page, four summary cards display the current state of goals across the organization.

2.2. Submission Trend and Goal Submission Status

Below the summary cards, two side-by-side panels chart submission activity over time and break down submissions by stage.

2.3. Goal Summary, Submission by Goal Type, and Submissions by Department

Three donut-chart cards break down goals and submissions by status, goal type, and department.

2.4. Goals Near Deadline

The Goals Near Deadline panel lists upcoming goal due dates so managers can follow up before they are missed. Click the refresh icon to reload the list.

2.5. Average Goal Achievement (Top Performers)

The Average Goal Achievement panel ranks employees by their goal completion performance. Click the refresh icon to reload the list.

2.6. Recent Goal Submissions

The Recent Goal Submissions table lists the most recently submitted goals across the organisation. Click the refresh icon to reload the list.

💡 Tip:  Use the Goals Near Deadline and Recent Goal Submissions panels together to prioritize follow-ups: check which goals are approaching their due date, then cross-reference recent submissions to see who has already submitted their work for review.

Section 3: All Goals

The All Goals page provides administrators and HR managers with a complete list of all goals created in the system, regardless of assignee. From this page, managers can create new goals, edit existing ones, and view full goal details including assignees, progress, and activity history.

3.1. Goals List

Navigate to Growth Hub → All Goals to open this page.

3.2. Creating a Goal

Click the + Create A Goal button at the top-right of the All Goals page. The goal creation wizard opens with a three-step flow: Goal Details, Attachments, and Review & Publish.

Step 1: Goal Details

Click Next to proceed to Step 2.

Step 2: Attachments

The Attachments step allows supporting documents to be uploaded alongside the goal definition. Drag and drop files into the upload zone or click browse to select files. Supported formats are JPG, PNG, PDF, and DOCX, with a maximum file size of 10 MB per file. Click + Add File to add multiple attachments.

Click Next to proceed to Step 3, or Previous to go back to Step 1.

Step 3: Review & Publish

The Review & Publish step displays a read-only summary of all entered information: Goal Title, Goal Type, Start Date, End Date, Goal Description, and any attached files. Review all details carefully before submission.

Click Submit (orange button, bottom-right) to create the goal, or Previous to return and make changes.

3.3. Viewing a Goal

Click the eye icon (👁) on any goal row to open the full goal detail page. The goal detail page is organised into three tabs: Goal Details, Assignees, and Activity Log.

Goal Details Tab:

The Goal Details tab displays the complete goal configuration: Goal Title, Goal Type, Start Date, End Date, full Goal Description and Attachments. Click Back to List to return to the All Goals list.

Assignees Tab:

The Assignees tab lists all employees assigned to this goal. Each row displays the assignee’s name, the Assigned By user who made the assignment (name and email), Due Date and time, Weightage (the proportion of the goal allocated to this assignee as a percentage), and the current Status of their assignment.

Click + Add Assignee (orange button, top-right) to assign the goal to additional employees or departments. Click the eye icon to view a specific assignee’s submission details. Click the delete icon (🗑) to remove an assignee from the goal (available for Submitted entries).

Adding Assignees

Click + Add Assignee on the Assignees tab. The Add Assignee page opens. Two assignment types are available:

Click Save Assignee (orange button, bottom-right) to confirm the assignments, or Cancel to discard.

⚠️ Important:  The total Weightage across all assignees for a single goal should sum to 100%. Assigning more than 100% may cause reporting inconsistencies. Verify weightage allocations before saving, particularly when assigning by Department, as each member of the department receives the specified weightage individually.

Activity Log Tab:

Figure 16: Goal detail page — Activity Log tab showing the full audit trail of goal events

The Activity Log tab provides a complete, chronological audit trail of all events related to the goal. Each entry records the Activity Date/Time, Type (event badge), Action By (the user who triggered the event), and a Comments field with a brief description.

Section 4: Assign Goals

The Assign Goals page provides a centralised place to assign already-created goals to employees or departments, without needing to open each goal individually from the All Goals list. Two tabs are available: Employees, for assigning a goal to one or more specific employees, and Departments, for assigning a goal to every active employee within a department.

Navigate to Performance Hub → Assign Goals to open this page.

4.1. Assign Goals to Employees

The Employees tab is selected by default. Select an employee, then choose a goal to assign to them.

Click + Add to add the employee/goal pairing to the list below. The list starts empty, showing "No goals added yet. Select an employee and a goal above, then click “+ Add”." until at least one pairing has been added.

4.2. Assign Goals to Departments

Switch to the Departments tab to assign a goal to every active employee within a selected department at once.

Click + Add to load the department's employees against the selected goal. The list starts empty, showing "No employees added yet. Select a department and a goal above, then click “+ Add”." until a department and goal have been added.

📜 Note:  Goals must already exist in All Goals before they can be assigned from this page. If the goal you need does not appear in the Select Goal dropdown, create it first from the All Goals page.

Section 5: My Goals

The My Goals page is the employee-facing view of the Performance Hub module. It lists all goals that have been assigned to the currently logged-in employee. From this page, employees can track their assigned goals, view goal and submission details, and submit their completed work for review.

5.1. My Goals List

Navigate to Growth Hub → My Goals to open this page.

5.2. Viewing and Submitting Goal Details

Click the eye icon (👁) on any goal row to open the goal details page for that assignment.

The header of the page shows the assignee's avatar, name and email, the current Status badge, the Due Date, the Weightage, and a Submit Goal button. The body of the page is split into three panels:

5.3. Submitting Goal Work

Once the assigned work is complete, click Submit Goal in the header of the goal details page to open the Submit Goal Work dialog.

Click Submit Goal to send the work for review, or Cancel to close the dialog without submitting. Once submitted, the assignment's Status changes to Submitted, and the submission moves into the Goal Approvals queue for a manager or HR reviewer to approve or reject.

📜 Note:  Employees cannot edit or withdraw a goal submission once it has been submitted for review. If a submission is rejected by the approver, the employee will need to re-submit updated work. Monitor the Pipeline Overview to track the current stage and any reviewer feedback.

Section 6: Goal Approvals

The Goal Approvals page is used by HR managers and Super Admins to review goal submissions that employees have marked as complete. Each submission awaiting a decision appears in the approvals list with a Pending Approval status. Reviewers can approve or reject submissions after reviewing the goal details, attached documents, and pipeline history.

6.1. Approvals List

Navigate to Growth Hub → Goal Approvals to open this page.

6.2. Reviewing and Approving a Submission

Click the eye icon (👁) on any approval row to open the approval detail page.

The approval detail page presents all the information needed to make an informed approval decision:

6.3. Approve or Reject

After reviewing the submission details, use the action buttons in the Assignee Summary area:

⚠️ Important:  Approval and rejection actions are recorded immediately in the Activity Log and are visible to the assignee in their My Goals pipeline view. Ensure the submitted work has been fully reviewed — including any attached documents — before taking an approval decision. Rejected submissions remain in the goal system for re-submission; they are not deleted.

Section 7: Goal Types

The Goal Types sub-section allows administrators to define and manage the categories used to classify goals throughout the Performance Evaluation module. Every goal created in All Goals must be assigned a Goal Type, making this configuration a prerequisite before goals can be created. Examples of goal types include Marketing, Technical, Development, AI Drive, and Design — any classification that reflects the organisation’s goal taxonomy.

Navigate to Growth Hub → Goal Types to open this page.

7.1. Goal Types List

The Goal Types page displays a paginated list of all configured goal type categories. Use the Search icon (🔍) to filter by name, and the Refresh icon to reload the list.

7.2 Adding a New Goal Type

Click the + Add New Goal Type button at the top-right of the page.

The Add New Goal Type form will open.

Click Submit (orange button, bottom-right) to create the goal type, or Cancel to close without saving.

7.3. Editing a Goal Type

Click the pencil icon (✏️) on any goal type row to open the Edit Goal Type dialog, pre-filled with that goal type's current values.

The Edit Goal Type dialog displays the same fields as the Add New Goal Type form — Goal Type Name, Status, and Description — pre-filled with the selected goal type's current values. Update any field as needed.

Click Update (orange button, bottom-right) to save the changes, or Cancel to close the dialog without saving.

📜 Note:  Setting a goal type to Inactive removes it from the Goal Type dropdown when creating new goals, but does not affect any existing goals that were previously assigned that type. To permanently remove a goal type, edit it and confirm deletion — only goal types with no associated goals can be deleted. It is recommended to use Inactive status rather than deletion to preserve historical reporting accuracy.

Summary

The following table summarises the Performance Evaluation sub-sections covered in this guide, their primary purpose, and the intended audience.