ERPat System

Leadership

Performance Management & Appraisals

Teacher: Grace Lim

8 Modules Intermediate 2h 23m 18 Students 4.5 · 6 reviews Coming soon Certificate on completion

About this course

Performance management is one of the most sensitive responsibilities a Filipino manager carries — it shapes pay, promotions, and morale, and when done poorly it invites grievances and DOLE complaints. This course walks you through building a performance system that is fair, defensible, and genuinely developmental.

You will learn how to cascade company goals into individual KPIs, run a full appraisal cycle from planning to close-out, calibrate ratings across teams to remove bias, and deliver feedback that people can actually act on. We close with performance improvement plans (PIPs) done the right way — supportive first, procedurally sound if separation becomes necessary under the Labor Code.

  • Set SMART goals and translate them into measurable KPIs
  • Design and run a complete appraisal cycle end to end
  • Facilitate calibration sessions that reduce rater bias
  • Deliver developmental feedback using structured models
  • Document and manage a legally sound performance improvement plan
  • Handle common appraisal disputes and difficult conversations

Course curriculum

8 Modules
1
Foundations of Performance Management 12m
2
Goal Setting: From Company Strategy to Individual SMART Goals 18m
3
Designing KPIs That Actually Measure Performance 20m
4
Running the Appraisal Cycle End to End 22m
5
Calibration: Making Ratings Fair Across Teams 20m
6
Delivering Developmental Feedback 16m
7
Performance Improvement Plans (PIPs) Done Right 20m
8
Handling Disputes and Difficult Appraisal Conversations 15m
Quiz

Student reviews

4.5
Angelica Robles 4.0

Very practical, though I wish there was a downloadable KPI template pack to go with the sales and support examples shown on screen.

Ma. Cristina Dizon 5.0

The calibration module alone was worth the course — we finally standardized ratings across our three branch managers who used to be wildly inconsistent.

Ronald Espino 5.0

The PIP module gave me the confidence to finally set up a real improvement plan for a struggling staff member instead of just avoiding the conversation.

Jayson Ferrer 5.0

I used the SBI feedback framework in my very next 1:1 and my team lead actually thanked me for being clear instead of vague like our old appraisal chats.

Bryan Tolentino 3.0

Solid content overall, but the appraisal cycle timeline felt geared toward larger companies; a smaller-team variant would help.

Ivy Concepcion 5.0

Grace explains the twin notice rule connection to PIPs clearly without turning it into a law lecture — exactly the level of detail an HR generalist like me needed.

Recommended courses

Free Human Resources · Intermediate O

Onboarding Experience Design

A candidate's first impression of your company is sealed long before day one, and reinforced or ruined in the first nine…

8 Modules 2h 17m 14 4.5 Certificate on completion
Free Human Resources · Advance E

ERPat HRIS Administrator Bootcamp

This bootcamp is built for HR and IT staff who own the ERPat HRIS configuration for their company. You will move beyond …

8 Modules 2h 33m 22 4.5 Certificate on completion
Free Technology · Easy C

Cybersecurity Awareness for Employees

Every employee is a target for cybercriminals, whether they realize it or not. This course builds the everyday habits th…

8 Modules 1h 49m 19 4.5 Certificate on completion
Free Technology · Easy E

Excel for HR & Payroll Analysts

Excel remains the everyday workhorse of Philippine HR and payroll teams, even in companies running a full HRIS. This cou…

8 Modules 2h 18m 20 4.5 Certificate on completion
Free Payroll · Advance P

Payroll Processing Masterclass

This masterclass walks payroll practitioners through a complete Philippine payroll run, from validating attendance and t…

8 Modules 2h 23m 30 4.5 Certificate on completion
Free Compliance · Easy H

HR Compliance & Employee Records

Every Philippine employer sooner or later faces a DOLE labor inspection, a client compliance audit, or a data subject ac…

8 Modules 2h 19m 26 4.5 Certificate on completion
Free Compliance · Intermediate D

Data Privacy Act Compliance (RA 10173)

The Data Privacy Act of 2012 (RA 10173) governs how Philippine organizations collect, use, and store personal informatio…

8 Modules 2h 10m 15 4.5 Certificate on completion
Free Compliance · Intermediate P

Philippine Labor Law Fundamentals

Philippine labor law shapes nearly every decision an HR or payroll team makes, from scheduling shifts to terminating an …

8 Modules 2h 25m 16 4.5 Certificate on completion