Performance Management

module: performance-management
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Cycle": null
  "Content": null
  "Process": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Review Title,Areas for Improvement,Behaviour Score,Department,Development Plan,Due Date,Employee Name,Increment Recommended,KPI Score,Notes,OKR Score,Overall Rating,PIP Required,Promotion Eligible,Rating Label,Review Date,Review ID,Review Period,Review Type,Reviewer,Status,Strengths
Q1 review - Aarav Sharma,Delegation,4,Delivery,Lead one workstream,2026-01-15,Aarav Sharma,FALSE,82,Cycle opened in February; two reviewers have not submitted their notes yet.,0.7,4 - Exceeds Expectations,FALSE,FALSE,Strong,2026-01-15,,Q1 2026,Probation,Sneha Iyer,Manager Review,Reliable under pressure

CREATE TABLE performance_management (
  review_title VARCHAR(255),
  areas_for_improvement VARCHAR(255),
  behaviour_score NUMERIC NOT NULL,
  department VARCHAR(255),
  development_plan VARCHAR(255),
  due_date DATE NOT NULL,
  employee_name VARCHAR(255),
  increment_recommended BOOLEAN NOT NULL,
  kpi_score NUMERIC NOT NULL,
  notes TEXT,
  okr_score NUMERIC NOT NULL,
  overall_rating VARCHAR(100) NOT NULL,
  pip_required BOOLEAN NOT NULL,
  promotion_eligible BOOLEAN NOT NULL,
  rating_label VARCHAR(255),
  review_date DATE NOT NULL,
  review_id SERIAL PRIMARY KEY,
  review_period VARCHAR(255),
  review_type VARCHAR(100) NOT NULL,
  reviewer VARCHAR(255),
  status VARCHAR(100) NOT NULL,
  strengths VARCHAR(255),
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_performance_management_status ON performance_management (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Performance Management",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Review Title": { "type": "string" },
      "Areas for Improvement": { "type": "string" },
      "Behaviour Score": { "type": "number" },
      "Department": { "type": "string" },
      "Development Plan": { "type": "string" },
      "Due Date": { "type": "string", "format": "date" },
      "Employee Name": { "type": "string" },
      "Increment Recommended": { "type": "boolean" },
      "KPI Score": { "type": "number" },
      "Notes": { "type": "string" },
      "OKR Score": { "type": "number" },
      "Overall Rating": { "type": "string" },
      "PIP Required": { "type": "boolean" },
      "Promotion Eligible": { "type": "boolean" },
      "Rating Label": { "type": "string" },
      "Review Date": { "type": "string", "format": "date" },
      "Review ID": { "type": "integer" },
      "Review Period": { "type": "string" },
      "Review Type": { "type": "string" },
      "Reviewer": { "type": "string" },
      "Status": { "type": "string" },
      "Strengths": { "type": "string" }
  },
  "required": [
      "Behaviour Score",
      "Due Date",
      "KPI Score",
      "OKR Score",
      "Overall Rating",
      "Review Date",
      "Review Type",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Review Title | Title | Use as the database title |
| Areas for Improvement | Text | Leave as Text |
| Behaviour Score | Number | Convert to Number |
| Department | Text | Leave as Text |
| Development Plan | Text | Leave as Text |
| Due Date | Date | Convert to Date |
| Employee Name | Text | Leave as Text |
| Increment Recommended | Checkbox | Convert to Checkbox |
| KPI Score | Number | Convert to Number |
| Notes | Text | Leave as Text |
| OKR Score | Number | Convert to Number |
| Overall Rating | Select (add options after import) | Convert to Select, add options: "1 - Needs Improvement", "2 - Developing", "3 - Meets Expectations", "4 - Exceeds Expectations", "5 - Outstanding" |
| PIP Required | Checkbox | Convert to Checkbox |
| Promotion Eligible | Checkbox | Convert to Checkbox |
| Rating Label | Text | Leave as Text |
| Review Date | Date | Convert to Date |
| Review ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
| Review Period | Text | Leave as Text |
| Review Type | Select (add options after import) | Convert to Select, add options: "Probation", "Quarterly", "Half Yearly", "Annual", "Mid Term" |
| Reviewer | Text | Leave as Text |
| Status | Select (add options after import) | Convert to Select, add options: "Not Started", "Self Review", "Manager Review", "Calibration", "Finalised" |
| Strengths | Text | Leave as Text |