--- title: Configuring Performance Cycles description: This article details when an Admin is setting up or editing a Performance Cycle. --- [Skip to content](https://help.inspiresoftware.com/en/configuring-performance-cycles#main-content) English Show submenu for translations ![inspire-logo-200px](https://help.inspiresoftware.com/hs-fs/hubfs/Icons,%20Logos,%20Fonts,%20and%20Badges/inspire-logo-200px.png?width=100&height=25&name=inspire-logo-200px.png) - [Sign in](https://app.inspiresoftware.com/) - [Go to Inspire Software](https://inspiresoftware.com/) Open main navigation Close main navigation - [Sign in](https://app.inspiresoftware.com/) - [Go to Inspire Software](https://inspiresoftware.com/) - English Show submenu for translations - [Go to Inspire Software](https://inspiresoftware.com/) [Go to Inspire Software](https://inspiresoftware.com/) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Inspire Online Help Center](https://help.inspiresoftware.com/en?hsLang=en) 2. [Administration - Performance](https://help.inspiresoftware.com/en/administration-performance?hsLang=en) # Configuring Performance Cycles ## This article details when an Admin is setting up or editing a Performance Cycle. **TIP:** Performance Cycles are highly configurable. Depending on the needs of your organization, you may choose to use some, all, or none of the options available within Inspire when configuring your cycles.  ### Navigation 1\. Navigate to Administration \> Cycle Management \> Cycles. 2\. Select “Add Cycle”. ### Overview of "Add Cycle" Sections Complete each section applicable to your new performance cycle. If you need more information, please refer to the help article link(s) included in each section for more details about that section. ### Cycle Section *Detailed Help articles: [Setting Performance Cycle Dates](https://help.inspiresoftware.com/en/setting-performance-cycle-dates?hsLang=en), [Cycle Details & Steps](https://help.inspiresoftware.com/en/__cycle-tab?hsLang=en)*  #### ![Add Cycle - Cycle banner-1](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Cycle%20banner-1.jpg?width=640&name=Add%20Cycle%20-%20Cycle%20banner-1.jpg) #### Enter Cycle Details Enter a unique title, start and end dates for the entire cycle, and a description. If Mid-Cycle Comments are needed, check the box to enable them; the default is off. The Assessment/Appraisal Summary is on by default.    - #### **Enter Performance Agreement Dates** Enable this section using the toggle, if needed. Within the Performance Agreement section select an end date. Start dates for this section are based on the cycle start date. Enable Agreement Editing is checked on by default. Check the box if you want to Enable Employee & Supervisor to Select Competencies. ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-May-13-2025-07-21-00-5985-PM.png?width=670&height=176&name=image-png-May-13-2025-07-21-00-5985-PM.png)                                                 ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-May-13-2025-07-21-23-4564-PM.png?width=208&height=117&name=image-png-May-13-2025-07-21-23-4564-PM.png) - #### **Enter 1-1 Execution Dates** Enable this section using the toggle, if needed. Within the 1-1 Execution section, select and end date. (Start dates for this section are based on the agreement end date.) ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Mar-11-2022-08-19-05-54-AM.png?width=640&name=image-png-Mar-11-2022-08-19-05-54-AM.png) - #### **Enter Self-Assessment Date** Enable this section using the toggle, if needed. Within the Self-Assessment section select an end date. (Start dates for this section are based on the execution end date.) ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Mar-11-2022-08-20-47-52-AM.png?width=640&name=image-png-Mar-11-2022-08-20-47-52-AM.png) - #### **Enter Appraisal Dates** Enable this section using the toggle, if needed. Within the Appraisal section notice that the start and end dates are set automatically. (Start and end dates for this section are based on the self-assessment and cycle end dates.) ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Mar-11-2022-08-23-42-83-AM.png?width=640&name=image-png-Mar-11-2022-08-23-42-83-AM.png) ### Enable or Disable Approvals for Appraisals - Default is Off / Disabled ### ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-May-13-2025-07-23-29-5727-PM.png?width=670&height=53&name=image-png-May-13-2025-07-23-29-5727-PM.png) **Note**: This setting provides human resources, next-level supervisors or both the ability to review and approve/deny appraisals before they are provided to the employee.    ### Met with Employee ### ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-May-13-2025-07-26-11-6324-PM.png?width=670&height=45&name=image-png-May-13-2025-07-26-11-6324-PM.png) **Note**: this setting, if required provides a step for supervisors to confirm that they have met with and reviewed their appraisal with their employees.  ### Sub-Categories Section *Detailed Help article: [Setting up Sub-Categories](https://help.inspiresoftware.com/en/__sub-categories-tab?hsLang=en)* ![Add Cycle - Sub-Categories banner](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Sub-Categories%20banner.jpg?width=640&name=Add%20Cycle%20-%20Sub-Categories%20banner.jpg) #### HR Sub-Categories Toggle HR  Sub-Categories, if needed. Enter HR Sub-Categories to be used for Competencies or Shared Measure within the performance cycle. ![Add Cycle - Sub-Categories page - HR](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Sub-Categories%20page%20-%20HR.jpg?width=640&name=Add%20Cycle%20-%20Sub-Categories%20page%20-%20HR.jpg) #### Objectives Sub-Categories Toggle Objectives Sub-Categories, if needed. Enter Objective Sub-Categories to be used within the performance cycle.   ![Add Cycle - Sub-Categories page - Objective](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Sub-Categories%20page%20-%20Objective.jpg?width=640&name=Add%20Cycle%20-%20Sub-Categories%20page%20-%20Objective.jpg) ### Questionnaire & Guidelines Section *Detailed Help article: [Questionnaire & Guidelines](https://help.inspiresoftware.com/en/__questionnaire-guidelines?hsLang=en)* #### ![Add Cycle - Questionnaire and Guidelines banner](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Questionnaire%20and%20Guidelines%20banner.jpg?width=640&name=Add%20Cycle%20-%20Questionnaire%20and%20Guidelines%20banner.jpg) #### Questionnaire & Guidelines Enable Questionnaire and/or Guidelines sections using the toggles, if needed. Add any questions and/or guidelines for the cycle. Guidelines are listed below questions and are set up the same way. Check the Required box for any questions or guidelines required to be completed on the appraisal.   ![Cycle - Qu GU - Quest](https://help.inspiresoftware.com/hs-fs/hubfs/Cycle%20-%20Qu%20GU%20-%20Quest.jpg?width=640&name=Cycle%20-%20Qu%20GU%20-%20Quest.jpg) ![Add Cycle - Qu Gu - Gu example](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Qu%20Gu%20-%20Gu%20example.jpg?width=640&name=Add%20Cycle%20-%20Qu%20Gu%20-%20Gu%20example.jpg) ### Grades Section *Detailed Help article: [Grades](https://help.inspiresoftware.com/en/__grades-tab?hsLang=en), [Set Up Graded Performance Cycle Sections](https://help.inspiresoftware.com/en/setup-graded-performance-cycle-sections?hsLang=en)* **Note**: The Grade Sheet Tab is Enabled by Default. If no graded sections are enabled, you may also choose to disable "Grade Sheet" so this is not displayed for users in the self assessment and appraisal steps. **Note**: Mid-Cycle Comments box will need to be checked if you want to include graded section(s) for mid-cycle comments. Uncheck if you wan to exclude graded sections for mid-cycle comments.  ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-May-07-2026-07-56-15-1404-PM.png?width=2537&height=1322&name=image-png-May-07-2026-07-56-15-1404-PM.png) Use the toggle for each section to enable grading, by section, for **Objectives, Competencies, Assessment Questionnaire, Shared Measures, and Values**. Use the Grade Scale dropdowns to select the appropriate grading scales per section. **Note**: Comment fields now adjust based on the selected cycle section permissions.  **Employee Only** : Supervisor comment fields are hidden from Performance Agreements and Mid-Cycle Comments, allowing only employees to add comments. Responses will be visible to Supervisors **Supervisor Only** : Employee comment fields are hidden from Performance Agreements and Mid-Cycle Comments, allowing only supervisors to add comments. Responses will be visible to Employees.  **Supervisor / HR Only** - Items will only be answered by supervisors in Appraisals - Responses will not be visible to Employees and will not be included in the grade sheet.  Select competencies and values for the cycle. Associate role groups with competencies, if applicable. **Note**: If your Organization does not utilize Grades and you would like your employees to still write comments. For each section - Set up a grade scale with only one grade and add a Title.  Ex: The Title in this example is ***Comment*** and is selected Automatically since there is only 1 Grade title.  ![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-20-2024-08-19-57-9386-PM.png?width=670&height=363&name=image-png-Dec-20-2024-08-19-57-9386-PM.png) ### 360 Feedback (optional) *Detailed Help article: [360s Feedback](https://help.inspiresoftware.com/en/__360s-tab?hsLang=en)* ![Add Cycle - Banner - 360s](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Banner%20-%20360s.jpg?width=640&name=Add%20Cycle%20-%20Banner%20-%20360s.jpg) Use the toggle to enable 360 feedback. 360 feedback requires the Self Assessment phase already be enabled. Enable direct reports and/or peers to provide feedback, indicate if the feedback is required, determine the number (if any) of required responses, and set the required feedback items for the evaluators to provide feedback.   ### Weighting *Detailed Help article: [Weighting in a cycle](https://help.inspiresoftware.com/en/__weighting-tab?hsLang=en)* ![Add Cycle - Banner - Weighting-2](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Banner%20-%20Weighting-2.jpg?width=640&name=Add%20Cycle%20-%20Banner%20-%20Weighting-2.jpg) Use the toggle to enable Weighting within the cycle. All users NOT in weighted groups will be weighted evenly for all performance categories. Add Category Weighted Groups, if desired, to establish different weighting scales for separate groups.    ### Participants *Detailed Help article: [Participants](https://help.inspiresoftware.com/en/__participants?hsLang=en)* ![Add Cycle - Banner - Participants](https://help.inspiresoftware.com/hs-fs/hubfs/Add%20Cycle%20-%20Banner%20-%20Participants.jpg?width=640&name=Add%20Cycle%20-%20Banner%20-%20Participants.jpg) Select users to be in the performance cycle. Search for and manage users and cycle due dates. Since Dynamic and Static groups are set up in Group Management, groups need to be defined before adding to a weighting group. Add the participants for this Performance Cycle. If using weighted groups, assign users from the weighted groups.  ![\_Participants - Assign participants in cycle weighted groups](https://help.inspiresoftware.com/hs-fs/hubfs/_Participants%20-%20Assign%20participants%20in%20cycle%20weighted%20groups.jpg?width=670&name=_Participants%20-%20Assign%20participants%20in%20cycle%20weighted%20groups.jpg)   ### Activate - Cycle Management / Cycles *Detailed Help article: [Activating the Cycle](https://help.inspiresoftware.com/en/activating-the-cycle?hsLang=en)*   View the Cycles list, select the available cycle, ensure dates are accurate, and set the cycle to Active. 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