Performance Business Rules

Summary

This catalog consolidates implemented validation, eligibility, lifecycle, ownership, workflow, reviewer, and completion rules.

Audience

HR administrators, managers, employees, product owners, implementation partners, engineering, QA, support, architecture, and security reviewers as applicable.

Overview

Canonical and compatibility paths intentionally differ; rules must be applied according to the active path.

Confirmed business behavior

Area	Confirmed rule
Tenant and subject	Tenant is required; canonical appraisal requires an employee and review cycle
Cycle	Period must be valid; only Draft opens; any non-closed cycle closes
Appraisal eligibility	Cycle must accept appraisals
Goals	At least one goal before self submission; goals added only while editable
Employee review	Draft/Reopened only
Manager review	Self Submitted only; direct action blocked when Workflow-managed
HR review	Manager Reviewed only; direct action blocked when Workflow-managed
Approval	HR Reviewed only in direct flow
Reopen	Approved or Closed only
Workflow	Terminal approval finalizes; rejection reopens; duplicate callback is idempotent
Compatibility	Flat save bypasses staged eligibility and emits no lifecycle event

Business rules

Ratings and goal weightage are normalized to supported bounds. Weighted manager rollup uses provided weights, with average fallback when no total weight is present. There is no total-weight rule.

Maturity

The capability is Transitional because canonical staged behavior coexists with compatibility behavior and incomplete authorization governance.

Requires confirmation

Fine-grained permissions, employee/manager ownership enforcement, HR eligibility, separation of duties, appeals, delegation, and cycle population rules require confirmation.

Related Articles

• Performance module
• Performance business documentation

See Also

• Performance overview
• Business rules
• Known limitations

Keywords

• Performance
• Appraisal
• Draft documentation

Source References

• microservices/src/performance-service/Domain/ReviewCycle/ReviewCycle.cs
• microservices/src/performance-service/Domain/Appraisal/Appraisal.cs
• microservices/src/performance-service/Domain/Common/ValueObjects.cs
• microservices/src/performance-service/Application/Commands/ReviewCycleCommands.cs
• microservices/src/performance-service/Application/Commands/AppraisalCommands.cs
• microservices/src/performance-service/Application/Compatibility/PerformanceCompatService.cs

Revision Information

• Status: Draft
• Last reviewed: 2026-07-16
• Review cycle: Quarterly