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Period Management

Rigorous period management is essential to ensure performance campaigns remain clear, consistent, and actionable. Below are our best practices for maintaining reliable objective tracking.

Written by Aurélia MICALLEF

1. Secure Period Creation

Check that managers do not have period creation permissions. This helps prevent the dispersion of objectives. If in doubt, please contact support to confirm that this permission has been disabled.

In Case of Duplicate Periods

Sometimes, periods may accidentally be created with the same label. This can result in duplicate periods and objectives being spread across multiple entries.

What to Do in This Situation

  1. Rename the period that needs to be removed.

  2. Run an extraction using the BI tool (Neobrain) to identify the impacted objectives and users.

  3. Reassign the objectives to the active period through the employee’s profile in the back office.

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