Monthly nudge
HR Copilot reminds employees and managers when a check-in is due.
Review SheetForm KD-09
Performance Check-ins
Reviews built on the year’s notes, not memory.
Set quarterly goals, record short check-ins every month and run an annual review that uses what managers and employees actually wrote. Increments decided in the review flow straight into payroll as revisions.
Close 40 dealer accounts in Pune West72%
Cut payment collection days from 48 to 3555%
Train 2 new executives on the CRM100%
Manager note · 03 Oct
Dealer count on track. Collections slowed in September; agreed weekly follow-up list with accounts.
Register
What the review sheet holds
Sr.EntryDetail
01GoalsMeasurable goals per quarter, set by the employee and agreed with the manager.
02Check-insMonthly progress with a short note from both sides.
03Self reviewEmployee’s own assessment at the end of the cycle.
04Manager reviewRating and comments, with the year’s check-ins shown alongside.
05CalibrationHR and leadership compare ratings across teams before finalising.
06RevisionIncrement or promotion recorded with an effective date for payroll.
Through the month
A review cycle
- Quarter startGoals set
Three to five goals per person, agreed with the manager.
- MonthlyCheck-ins
Progress percentage and one note each.
- Year endReviews
Self and manager reviews with the year’s notes in view.
- AprilRevisions
Increments approved and passed to payroll with effective date.
In detail
Light enough that people keep using it
Notes in context
At review time, every check-in note for the year is on the same screen as the rating.
Revision without re-entry
Approved increments become salary revisions, arrears included if back-dated.
Circular · Form KD-09
Notice
Performance Check-ins: questions
01Can different departments run different cycles?
Yes. Sales can review quarterly while the plant reviews annually.
02Do we have to use ratings?
No. Use a rating scale, written feedback only, or both.
03How do increments reach payroll?
Approved increments are recorded as salary revisions with an effective date. Payroll Run calculates arrears if the date is in the past.
04Which plan includes it?
Performance Check-ins is included in the Company and Group plans.
Last line of the payslip
Net pay:On time.
Set up your salary structures, import last month's attendance and close one full payroll on K.D.Uparkar before you pay anything. Payslips, bank file and statutory reports included.
- 1 month · full payroll
- No card to start
- Migration help from our team