Performance Management Overview [Buyer]

Performance Management, also known as Supplier Performance Management (SPM), enables contractors to review, track and evaluate supplier performance across their Projects.

The module supports the creation of customised review Templates, performance scoring and feedback, providing performance information to support procurement decisions and supplier involvement.

Benefits of Performance Management

SPM provides a structured approach to evaluating supplier performance.

Key benefits include:

Stores supplier reviews, scores, and feedback in a centralised location.
Displays supplier performance through scorecards and dashboards to identify trends and insights.
Supports consistent, evidence-based supplier evaluations.
Provides performance information to support constructive supplier discussions.
Uses automated reminders to support the timely completion of supplier reviews across active Projects.

Performance Management Module Options

The Performance Management module provides access to supplier performance Projects and reusable review Templates.
The module includes the following tabs:
- Projects - Create and manage supplier performance Projects and review activities.
- Templates - Create and manage reusable review Templates.

Projects Tab

The Projects tab displays all the Projects created for supplier performance reviews.
Project information and review activities can be viewed and managed from this tab.

Create a Project

Click Create New Project on the right-hand side of the page.

Filter Projects

Use Filters to refine the Project list based on specific criteria.

Filter	Definition	Available Options
360 Review	Indicates whether the Project uses a 360-degree feedback process.	Select Yes or No
Approver	Identifies the user responsible for approving the performance review.	Enter the approver’s username.
Business Unit	Identifies the business unit associated with the Project.	Select a business unit from the list.
Created By	Identifies the user who created the Project.	Enter the creator’s username.
Created Date	Identifies when the Project was created.	Select a predefined period, such as Today, Yesterday, or Last Week, or specify a custom date or date range.
Divisions	Identifies the division associated with the Project.	Select a division from the list.
Last Updated	Identifies when the Project was most recently updated.	Select the required date.
Project Name	Identifies the Project by name.	Enter the Project name.
Project Value	The total value of the Project.	Enter the Project value.
Reviewer	Identifies the user assigned to review or evaluate supplier performance.	Enter the reviewer’s username.
Updated By	Identifies the user who most recently updated the Project.	Enter the user's username.

Customise Columns

Use Customise Columns at the top of the Project list to select the information displayed in the listing.
Available columns include:
- Created Date
- Last Updated
- Created By
- Updated By
- Division
- Business Unit
- Project Value
- 360 Review
- Reviewer
- Approver
Select a column heading to sort the Project list by that column.

Templates Tab

The Templates tab provides access to reusable review Templates for supplier performance reviews.
Templates support a consistent review process across supplier evaluations.
From this tab:
- View available review Templates.
- Open and review Template details.
- Create new Templates for future supplier performance Projects.

Create a Template

Click Create New Template on the right-hand side of the page.

Customise Template Columns

Use Customise Columns at the top of the Template list to select the Template information displayed in the listing.

Review Schedule

The Review Schedule feature in Supplier Performance Management (SPM) allows administrators to plan and track supplier reviews for specific projects.

Users can create review schedules for selected projects and suppliers, assign review templates, and define the frequency of reviews. Once created, a review schedule is automatically approved.

Click +Create Schedule to create a review schedule.

Review Schedule Listing

The Review Schedule listing displays the schedules created for supplier reviews. The following columns provide an overview of each schedule:

Column	Description
Schedule Name	Name of the review schedule.
Frequency	Review frequency, such as Monthly or Quarterly.
Status	Current schedule status, such as Draft, Starting Soon, In Progress, or Overdue.
No. Projects	Number of projects included in the schedule.
Month(s)	Month or period covered by the schedule.
No. Companies	Number of companies included in the schedule.
No. Responses	Number of responses received against the scheduled reviews.

Select the Customise Columns icon to choose which columns appear in the listing. Select the required columns and choose Save to apply the changes.

The three-dot menu at the end of a schedule row provides access to available schedule actions.

Reviews

Navigate to Performance Management and open the Reviews tab.

The summary cards at the top of the tab display the following information:

Summary Card	Description
Projects	Total number of projects listed for review management.
Total Reviews	Total number of reviews across the listed projects.
Pending Reviews	Number of reviews pending completion or further action.

These summary cards provide an overview of review activity in the Reviews tab.