Performance Management - Guide for Managers and Controllers

Myhrtoolkit provides functionality for Performance Management within your company. Meeting Types are created by Controllers. Then meetings can be created, carried out, and closed by a Manager. There are opportunities for both managers and employees to add documents and notes to each meeting.

Creating Meeting Types

Meeting Types underpin the Performance Management functionality, with sufficient flexibility to accommodate the needs of most companies. Meeting Types can be set up with appropriate names and standard documents, so that whenever a Manager schedules a meeting of that type, all involved will have access to the correct documentation.

Meeting Types do not have fields for defining if a meeting repeats or with what frequency; this is set when a meeting is created.

For more information see the Guide to Performance Management Meeting Types.

Meeting schedule

A central management function in Performance Management is scheduling meetings for managers to conduct. Meetings are set up by line managers themselves, or by appointed HR staff. You can schedule meetings as one-off events or to recur at set intervals.

To view all upcoming meetings for all the employees you manage, whether or not you're conducting the meeting, click the Meeting schedule tab. The table (see below) shows both employees and assigned managers, as well as date, meeting type, documents and notes. There is an Actions menu to the right, where you can modify the meeting.


The table is filterable, sortable, and searchable.

See the Scheduling Meetings support page for details on how to create new entries.

My meetings as manager

Clicking the My meetings as manager tab will show all upcoming meetings for you personally (as a subset of the Meeting schedule tab). From here, you can oversee scheduled meetings, and do the necessary admin after a meeting has happened.


This table is also filterable, sortable, and searchable. It provides access to post-meeting documentation and notes.

Once a meeting has been conducted, and all the relevant additions have been attached, it will need to be marked as completed. Until then, the meeting will remain available to the employee for changes to be made.

Notes on completion of meetings can be found on the Meeting Completion Guidance page.

Previous meeting records

Meetings that have been marked completed will appear in the Previous meeting records tab.


Note that, because these meetings are 'Completed', not all attributes will still be editable.

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