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Performance & Goals

๐Ÿ—“ Talent Management | 1H 2026 Release

Performance & Goals in 1H 2026 expands AI-assisted insights to all step types and introduces new validation rule capabilities, giving managers and HR teams more consistent and flexible tools for performance review processes.

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AI Enhancements

AI-Assisted Performance Insights in ALL Step Types

Managers can now access AI-assisted performance insights in iterative and collaborative review steps, not just single-role steps. This provides consistent AI support across all performance review types.

Benefit: Consistency Across Review Types

Previously, managers in multi-role or collaborative steps lacked AI insight access. This enhancement removes that gap, improving evaluation efficiency and consistency.

Enablement Requirement

Requires contact with your Customer Engagement Executive or Account Manager, and the 'Enable the latest experience of Performance Management forms' option must be active.

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Validation & Rules

New Rule-Based Validation for Forms

Administrators can now create validation rules that trigger warning or error messages during form completion. Messages are created in Manage Data and associated with specific rule conditions in Configure Business Rules.

Warning vs Error Messages

When conditions are satisfied during form save or step transition, users see messages grouped under 'Pay attention to N issues' or 'Solve N issues' categories, accessible from the form footer.

Ready for Promotion Validation

If an HR manager selects 'Ready for Promotion' while giving an overall potential rating below 4, an error message now highlights the discrepancy and requires revision before submission.

More Flexible Review Processes

These enhancements allow organizations to apply additional validation logic tailored to their specific performance review requirements.

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UI Updates

History UI Expansion to Compensation Information

The redesigned History UI and Editing UI in Full Profile continues expanding, now including Compensation Information alongside other profile areas.

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