Configure which review cycles determine performance designations (Top, Mid, and Bottom Performer) on the HR Outcomes Dashboard. When complete, the Performance tile reflects the selected cycles and coverage percentage.
Before You Begin
- You must have Account Admin access to edit HR Outcomes Dashboard settings.
- At least one qualifying review cycle must exist. See for eligibility criteria.
- To populate the dashboard with data before configuring, see Populate the HR Outcomes Dashboard.
Configure performance metrics
- Go to Settings > Features > Outcomes & Manager Effectiveness.
- Expand the Performance Metrics section.
- Click Configure performance metrics.
- Review the data preview at the top of the page.
- The preview shows the distribution of performance designations across your organization. - The coverage percentage shows how much of your current employee base is represented in the selected review cycles.
- Check the box next to each review cycle you want to include.
- Use the Coverage column to see what percentage of designations each cycle contributes. - If an employee appears in multiple selected cycles, 15Five uses their most recent performance designation.
- For each included cycle, set the designation source:
- If the cycle includes Performance Ratings+, designations are assigned automatically from the rating each employee received. - If the cycle does not include Performance Ratings+, use the dropdown to select an opinion-scale question from the manager review.
- Click Save changes.
- Click Yes, save the current configuration in the confirmation popup.
Customize performance designations
- In the Source column, click Edit designations for an included cycle.
- This option is only available for cycles already checked for inclusion.
- In the popup, assign each answer choice or rating level to Bottom, Middle, or Top Performer.
- The lowest and highest categories are locked. Only middle categories can be customized. - You must assign at least one option to each designation. Designations must be ordered Bottom to Top.
- Click Update to save changes for that cycle.
- To edit designations across multiple cycles at once, select multiple included cycles and click Edit designations.
- Click Save changes.
What Completion Looks Like
After saving, the data preview reflects your selected cycles and updated designation mappings. The Performance tile on the HR Outcomes Dashboard displays the updated distribution of Top, Mid, and Bottom Performers. The coverage percentage increases as more qualifying cycles are included.
To see which employees lack a performance designation, click # people do not have a performance designation. Use this list to identify gaps and launch a targeted review cycle if needed.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| A review cycle does not appear in the configuration list | Confirm the cycle includes Performance Ratings+ or at least one opinion-scale question in the manager review | See for eligibility criteria |
| Coverage percentage remains low after selecting cycles | Check whether the selected cycles covered all active employees | Add additional qualifying cycles or launch a new targeted cycle for uncovered employees |
| Performance tile does not update after saving | Confirm the save confirmation popup was completed | Click Refresh preview, then reload the page after one minute |
| Edit designations option is greyed out | Confirm the cycle's checkbox is checked for inclusion | Check the cycle's inclusion box before attempting to edit its designations |
| Designation mapping saves but the preview does not change | Confirm at least one option is assigned to each of the three designations | Reopen Edit designations and verify all three designations have at least one option assigned |
Not Covered Here
This article does not cover MEI configuration or visibility settings. See Configure Manager Effectiveness Indicator (MEI) settings in the HR Outcomes Dashboard and .
Related Articles
- Populate the HR Outcomes Dashboard
- Configure Performance Ratings+ for a review cycle
- Understand the Performance Outcome in the HR Outcomes Dashboard
- Download Performance Ratings+ Reports
- Configure Manager Effectiveness Indicator (MEI) settings in the HR Outcomes Dashboard
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