One implementation decision for Performance Management that you will want to consider is which UI version should be used in your organization. There are currently two possible versions available from an end user experience standpoint.
The latest experience of Performance Management forms, released in 1H 2025, enabled by administrators in Performance Management Feature Settings features a complete redesign of the experience, and includes the following capabilities.
- A new General Information group, where the route map information/steps, some basic standard and custom sections can be moved with the purpose of hiding some sections from the main view, to highlight other sections that matter most, like Goals, Skills, or the Overall Summary. Users can focus on the most relevant tasks while having access to the general information group to review other details, like the Introduction, Employee Information, or Review Dates of the form.
- The sections that can be placed into this general information group will have a Move this section under General Information checkbox, available from Manage Templates.
- The standard sections supported are: Introduction, Employee Information, and Review Information.
- Any custom sections are supported.
- The main view will show the Current Step and Next Step. Additionally, selecting General Information from the table view will open a side panel where all the route map and the details about each section within this group can be reviewed.
- The sections that can be placed into this general information group will have a Move this section under General Information checkbox, available from Manage Templates.
- Side panels: The side panels have a decorative < (right arrow) icon at the right end, indicating they have more to display. When selecting a section on the main view, a side panel expands to view all the details and actionable items.
- The form's navigation bar is displayed vertically so that users can browse the content more efficiently.
- In rating sections, the skills, competencies, or goals are listed in tables. This makes it easier to give and compare ratings. Other capabilities related to rating sections include:
- Display gaps between official ratings and employee self-ratings within the section, in addition to the header. In the legacy experience, this is only supported when the section mode is EZ-Rater. In the latest experience, this is generally available.
- New rating style to give ratings using a slider. This option can be turned on for the latest experience in Form Template Settings→Use slider style for ratings.
- The Achievements tab to show only achievements from Continuous Performance Management in the legacy version is now a Linked Activities section, which allows you to see any activities linked to goals and create ad-hoc activities from the form. All the other tabs that might be visible in rating sections will display in the side panel (e.g., Goal Details, Other Details, Last Rating, Goal Comments, etc.).
- The item ratings in the Summary section are displayed in a popover rather than displaying all the information at once, to focus on the overall information.
- Support for specific generative AI capabilities, such as gaining insights into an employee performance with the AI-Assisted Performance Insights, use some AI-Assisted Writing specific capabilities for Generate Comments and Improve My Feedback for goals, skills, competencies and behaviors, in addition to the other features already available in the legacy experience (AI-Assisted Writing general capabilities and AI-Assisted goal creation from the performance form).
The following are prerequisites to using the Latest Experience of Performance forms:
- The latest Goal Management is enabled.
- Users' browsers are updated to one of the latest two stable releases.