In this article you'll set up job roles and KPIs, then launch a performance review cycle for your team.

Beeline performance reviews are built around job roles and KPIs. You define each role's KPIs once, and the system automatically serves the right KPIs to each person based on their role — so launching a cycle for hundreds of people takes minutes after the foundation is laid. The employee self-assesses first, then the manager reviews and rates; the manager's rating is the final record.

Before you begin: Performance Management is enabled per organisation. If you don't see Performance under Admin or Manage, contact your Customer Success Manager. Always set up job roles and KPIs before launching a cycle — a person with no job role gets an empty review.

How a review works

There are three parts to play. An admin creates job roles and KPIs and runs review cycles; a manager reviews their team; an employee completes a self-assessment. You build one review, and each person sees the KPIs for their own job role.

Step 1: Create job roles and KPIs

Go to Admin → Performance → Job Roles & KPIs. A four-step guide runs across the top: Create a Job Role → Add KPIs → Assign to people → Launch Cycle.

1. Select Create Job Role. Enter the job title and a short description. Use Get AI Suggestions for recommended competencies and KPIs, then edit them to fit.
2. Add 5–8 KPIs per role. For each KPI, choose a numeric measure (with target bounds) or a rating scale you define (e.g. 1–5 with labels like "Exceeds expectations"), and weight it by importance.
3. Save the role. It's now reusable for everyone who holds that role.

💡 Pro tip: Set a default job role on a group so new joiners inherit the right role and KPIs automatically — no manual assignment.

Two things worth knowing: you can group a role's KPIs into named sections (e.g. Customer Experience, Operational Excellence, Company Values) to keep longer reviews structured, and you can Import roles in bulk from a spreadsheet instead of building them one by one.

Step 2: Assign job roles to people

Assign roles individually, to a whole group at once, or via the default-role-per-group setting above. Managers can also assign roles to their own team from Mission Control (Manage → Performance). Check your group hierarchy is correct — Beeline resolves each person's reviewing manager from it.

Step 3: Create and assign a review cycle

Open the Review Cycles tab and select Create & Assign Performance Review.

1. Name the cycle and set the review period (e.g. "2026 Q2").
2. Set the questions for the self-assessment and the manager review, or use the defaults.
3. Set eligibility rules (e.g. a minimum tenure) to auto-exempt brand-new hires, and a due date if you want one.
4. Assign to groups. Each person automatically receives the KPIs for their job role, and the KPIs lock when the cycle opens.