Performance

Reviews people trust. Scores HR can defend.

No more chasing forms or arguing over scores. Meridian tracks goals all year, evens out ratings with a reason for every change, and gives people a fair way to appeal.

Grace WambuiProduct designer · Manager review by Daniel Ouma
Example data
Mid-year review, H1 2026Competency templateWeighted average
Delivers on key resultsWeight 40%
4 · Exceeds expectations“Setup time is down and the new flow is in testing. Activation moved less than I hoped.”
Exceeds expectations
Craft and qualityWeight 30%
4 · Exceeds expectations“Led the onboarding research and shared it with two other teams.”
Meets expectations
CollaborationWeight 30%
3 · Meets expectations“I could have pulled engineering in earlier on the setup work.”
Exceeds expectations
Weighted average, out of 53.7

Draft saved at 14:32. Pick it up again any time.

Grace's key results

ObjectiveMake onboarding faster for new customersSupports the Product team objective
Cut account setup to under two daysOn track
70%

Checked in 3 Jun: “Two of the three setup steps now run on their own.”

Raise first-week activation to 40%At risk
45%

Checked in 27 May: “New flow ships in July, so the lift lands next half.”

Publish the design system guideStale
30%

Last check-in 6 May. Check-ins are due every two weeks.

Goals

Goals that don't get forgotten after January.

Goals set in January are forgotten by June. In Meridian, owners check in on a schedule you set, missed check-ins are flagged, and every goal ladders up to team and company goals.

  • Company, team and individual objectives, each with its own key results.
  • Line a person's goal up with a team or company goal in one step.
  • See which goals don't support a team or company goal yet.

Overdue check-ins are flagged, not missed.

Without updates, reviews rely on memory. Owners check in with a status and a note as often as you choose, and anything overdue is flagged as stale.

Key result check-insEvery two weeks · set for this cycleExample data
Key resultOwnerStatusLast check-in
Cut account setup to under two days“Two of the three setup steps now run on their own.”Grace WambuiOn track3 Jun
Automate trial account creation“Waiting on the billing team’s sign-off.”Brian KipropAt risk2 Jun
Publish the design system guideNo check-in for four weeksGrace WambuiStale6 May
First-contact playbook in use by all agents“Live with two of three squads.”Mercy AchiengOn track4 Jun
Your review model

Run the review method you already use.

Keep the method you already use: OKR, MBO, KPI, 360, competencies, balanced scorecard or your own, with your rating scale. Each cycle keeps its setup, so mid-cycle changes never move reviews in progress.

  1. 01Review windows. For each period, switch them off, warn when a review is late, or enforce the deadline.
  2. 02People who join mid-cycle. Include them, prorate, or leave them out below a minimum number of days. Proration is shown for information, and scores are never scaled.
  3. 03Cycles that feed into pay. Mark a cycle as linked to compensation. If it uses OKRs, Meridian tells you about the trade-off and leaves the decision with you.
SettingsPerformanceReview modelExample data
Template
Rating scale
1Below expectations2Developing3Meets4Exceeds5Exceptional
Scoring method
Goals · 50%4
Competencies · 30%3
Values · 20%5
Final score, weighted average3.9
This cycle keeps a snapshot of its setup.Taken when Mid-year review, H1 2026 opened on 1 Apr. Edits to the model apply to new cycles.
The review cycle

See who's done and who's stuck, at every step.

Stop chasing forms. Every cycle runs in six steps, each showing who still needs to act, and nobody sees a result until HR releases it. Choose a step to see more.

Manager review

Step 3 of 6

Managers score with the self-assessment beside them and the person's objectives and key-result progress on screen. Drafts save, so a review can be finished later.

Who acts
Each person's manager
What is kept
Scores and comments, kept as a draft until submitted.
What this unlocks
HR sign-off.
My teamExample data
ReportReviewScoreObjectives
Grace WambuiDraft3.748%
Brian KipropSubmitted3.961%
Esther MwangiNot startedNone35%
Calibration

Even out tough and generous managers, with a reason for every change.

One manager's 3 is another's 4. HR evens out final scores across the cycle, every change needs a reason, and each adjusted score shows where it started.

Score distribution, Mid-year reviewExample data
1Below2 people, 5%Target 5%
2Developing5 people, 13%Target 10%
3Meets19 people, 48%Target 50%
4Exceeds11 people, 28%Target 25%
5Exceptional3 people, 8%Target 10%
People in this cycleYour target
Peter NjorogeSales lead · Final score4.23.6Adjusted from 4.2

ReasonTwo of his three key results closed below half of target. Brought in line with others rated Meets in the sales team.

Adjusted by Head of People, 9 Jul, 11:40
9-box, performance and potential

Placed on calibrated scores. Peter's box reflects his score after adjustment.

Fairness and visibility

When someone disagrees, there's a proper route.

Disputes shouldn't be settled in corridors. Employees appeal with a reason and evidence, and HR decides from one queue, on the record. You also set who sees what.

Appeals

After release, an employee can appeal with a reason and evidence. HR upholds, overturns or rescores, and the decision is kept with the review.

Appeal queue · 1 of 3Example data
From
Aisha Mohamed
Result
2.8, Developing
Reason
“My second key result moved to another team in May, but it still counts against me.”
Evidence
handover-note.pdf

Waiting for an HR decision.

Peer reviews

Employees nominate the peers who know their work. HR approves each nomination, and the review is assigned to the peer automatically.

Grace's nominationsExample data
BKBrian KipropEngineer, ProductAssigned
MAMercy AchiengCustomer successAssigned
EMEsther MwangiMarketingWaiting for HR
NominatedHR approvesAssigned

Who sees what

Set, for each part of a review, whether employees, managers and HR can see it. Choose a cell to change the rule.

Visibility rulesExample data
Part of the reviewEmployeeManagerHR
Self-assessment
Manager comments
Final score
Calibration adjustments
Succession

Know who's ready if a key person leaves.

Don't find out nobody's ready when someone resigns. Plan successors for each key position and see their readiness, potential and performance side by side.

  • One plan per position, with as many successors as you need.
  • Potential and performance come from the same reviews you calibrated.
  • Development notes record what each successor is working on.
PerformanceSuccessionFinance DirectorExample data
PositionFinance DirectorHeld by Daniel Ouma · Nairobi HQ
Wanjiru KamauFinance ManagerPotential HighPerformance ExceedsLeading this year's audit. Next: own the board pack.Ready now
Kevin MutuaPayroll LeadPotential HighPerformance MeetsShadowing budget reviews with Daniel this half.Ready within 1 year
Mary OdhiamboSenior AccountantPotential ModeratePerformance ExceedsNeeds experience leading a team. Mentoring two graduates.Ready in 1 to 3 years

Common questions

About review models, release, calibration and appeals.

Planning your first cycle?

Set it up with our implementation team.

No. Start from a template for OKR, MBO, KPI, 360, competency or balanced scorecard, or build your own. Use your own rating scales, and choose how scores combine: weighted average, simple average, highest or lowest.

Results reach employees when you release them. Your visibility rules decide what employees, managers and HR can see of each review.

HR adjusts final scores across the cycle. Each adjustment needs a reason and is kept, from the original score to the calibrated one, and calibrated scores show where they started.

You can compare the spread with a target distribution you set, and place people on a 9-box of performance and potential.

Yes. Once a result is released, an employee can appeal it with a reason and evidence. HR works through appeals in one queue and upholds, overturns or rescores each one. The decision is kept with the review.

No. Meridian doesn't change pay from reviews. You can mark a cycle as linked to compensation. If that cycle uses OKRs, Meridian tells you about the trade-off and leaves the decision with you.

Run your next review cycle on Meridian.

Bring the templates and rating scales you use today. Start on your own, or plan your first cycle with our implementation team.

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