Performance Management
A simple and intuitive performance management with customized workflow to help you manage the entire evaluation process, paperless.

Simplify and Automate your Performance Management Process

Automate employee management and evaluation processes so that individual employee goals are aligned with company-level objectives.

Customized workflow

Paperless with e-signatures


Automated email notifications

Online access

Simple and Intuitive

With The Features That Matter


Personalized Dashboard
Progress at your fingertips, your dashboard can be personalized to display calendar alerts, scheduled milestones and updates.


Goal Library
Expansive with over 500 categorized goals makes it easy to add professional development goals to an employee’s review.

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Multi-appraisal allows up to 20 appraisers to evaluate the same employee and each employee completes a self appraisal.


Robust Evaluation Process
Cascading goals can be strategically assigned to employees throughout the organization to keep teams aligned and engaged.


Online Document Storage
Goals, action steps, progress notes and customizable employee action forms can be easily created and stored online.


Constructive Feedback
Comment coaching offers pre-written constructive feedback within the review so that all managers can provide notes.

Case Studies

300x300PlanSource- Full Sail University

Full Sail needed help with complex reporting and analytics as well as payroll to improve budgeting challenges. See how PlanSource was able to solve this problem.

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Cellular Sales logo

When Cellular sales took all of their contractors full time, they needed help. See how PlanSource was able to help provide a single platform for all of their needs.

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Tijuana Flats logo

Fast growth and multiple systems caused Tijuana Flats to look for a scalable solution. PlanSource provided a one-stop shop for all of their HR and benefits needs.

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