Review Cycles
A review cycle is the period you're evaluating — a month, a quarter, a year — tied to a template. Everything the module scores happens inside a cycle, and this is where you create, calculate and finalize them.
kpi_matrix_manage). Reach it at KPI Matrix → Review Cycles
(URL kpi_cycles). The list is sorted by name and has a Status filter dropdown.
The cycle lifecycle
A cycle moves through six states. You mostly create it (Draft/Open), calculate it, and let the flow carry it toward Finalized.
The cycles list
| Column | Shows |
|---|---|
| Name | e.g. “Q1 2026 Performance Review”. |
| Type | cadence — Monthly / Quarterly / Semi-Annual / Annual. |
| Period | start — end date of the window being evaluated. |
| Template | the scorecard this cycle uses. |
| Employees | how many people are assigned. |
| Progress | a bar = employees scored ÷ employees assigned (how far calculation got). |
| Status | the coloured lifecycle badge above. |
| Actions | Edit · Delete · Calculate (availability depends on status — below). |
Creating a cycle
Click Add Review Cycle. The modal has:
| Field | Type | Notes | |
|---|---|---|---|
| Name | text | required | a human name for the cycle. |
| Type | dropdown | required | Monthly / Quarterly / Semi-Annual / Annual. |
| Template | dropdown | required | the scorecard to score against. |
| Start Date | date picker | required | first day of the evaluation window. |
| End Date | date picker | required | last day of the window. |
| Description | textarea | optional | notes about the cycle. |
Calculating a cycle
Once a cycle is Open and people are assigned, a Calculate button (calculator icon) appears on its row. Click it to run the scoring engine across every assignment in the cycle: it computes each metric, normalizes and rolls up the composite, snapshots history for the trend line, and — if salary auto-trigger is on — generates salary recommendations. The Progress bar fills and the cycle advances out of Open.
Automatic calculation (the nightly job)
You don't have to click Calculate at all. The module ships a nightly cron job,
auto_calculate_kpi_cycles (runs 01:30 daily), which finds cycles that are Open,
have Auto-calculate switched on, and whose period end date has passed, then scores them
and moves them Open → Calculating → Review for you. Set it up once in
Getting Started.
A cycle, start to finish
Create it (Draft/Open)
Add the cycle with its template, cadence and dates.
Assign people
From Team Matrix → Assign Employees, add the employees (and optional reviewer) to this cycle.
Enter manual metrics
If the template uses manual metrics, fill them in per assignment. Optional.
Calculate
Click Calculate (or let the nightly job run). Watch the Progress bar fill.
Review & finalize
Check the Overview / Team Matrix, then action the salary recommendations.