This comprehensive guide introduces HR managers and administrators to the modernised ELMO Performance Management interface, highlighting key changes and improvements in the updated user experience.
To access UI guidance videos and tutorials, please see our Performance Reimagined showcase.
What is the Performance New UI?
The Performance New UI is an modernisation of your ELMO Performance Management interface, making it more intuitive and efficient for both you and your users.
What This Means for You as an HR Manager
Fewer queries from employees - clearer workflows and guidance reduce user confusion
Better completion rates - streamlined interface encourages timely appraisal completion
Improved mobile access - managers can complete appraisals on-the-go more easily
What This Means for Your Employees & Managers
Clearer guidance - users know exactly what to do at each step
Faster completion - logical grouping of tasks reduces time spent navigating
Better experience - modern, organised interface reduces frustration
📝 All your existing appraisal templates, workflows, and data remain unchanged. This is purely an interface update with no disruption to your current performance cycles.
What's Been Removed or Changed
What's Changing (Front-End Focus)
Complete visual redesign of appraisal interface
Information architecture reorganisation
User interface elements restyled and repositioned
Deprecated: Schedule Online Meeting (Connect) functionality
What's Staying the Same (Back-End Unchanged)
All administrative functionalities
Appraisal template creation and management
Workflow setup and reporting
Core appraisal processes and data capture
No data migration required
Removed Features
Phase background colour requirements (no longer needed with timeline display)
Library/private section item switching (editing library items now creates private copies)
Gantt chart appraisal workflow display (replaced with flexible timeline)
Predefined rating colour patterns
Complex phase-specific approval language
Navigation & Workflow Improvements
The new interface provides a more streamlined and intuitive experience with significant improvements to how users navigate through performance management tasks.
Enhanced Progress Management
Employee progress buttons now ensure all content is viewed before advancing to the next phase
Manager approval actions have been simplified from complex phase-specific language to clear "Approve" and "Resubmit" options
"Resubmit" replaces "Reject" to create a more positive, constructive tone
Before: Complex approval interface
After: Simplified approval process
Improved Phase Descriptions
Phase descriptions are now prominently displayed to provide clearer instructions and guidance for each stage of the performance process, helping users understand what's expected at each step.
Flexible Workflow Display
The workflow chart has been replaced with a more flexible timeline system offering two viewing options:
Focused view: Shows current and next phase only
Complete view: Displays the entire workflow process
Focused View: Current and next phase
Complete View: Entire workflow process
Progress Management Changes
Employee Experience Updates
Progress buttons have moved to the bottom of appraisals, ensuring employees review all content before proceeding
Phase-specific guidance now appears contextually to support task completion
Manager Experience Improvements
Simplified approval process with clear "Approve" and "Resubmit" options
Better context for decision-making with enhanced phase descriptions
Streamlined workflow reduces confusion around phase progression
Before
New Manager approval interface showing new simplified options
Administrative Function Updates
Administrative tasks have been reorganised for better accessibility and context.
Rollback Phase Management
Admin rollback functions are now grouped in an overflow menu for better organisation
Administrative tasks are contextually placed near the content they affect
Phase Date Management
Edit phase dates functionality moved to overflow menu for easier access
Modal-based editing provides better context for date modifications
Managers have clearer visibility into date change options
Before
After
Content Organisation Updates
Content has been restructured to improve focus and reduce cognitive load.
Separate Tab Organisation
The following elements now appear in dedicated tabs to reduce page clutter:
Checkpoints: Managed according to their own start and end dates
Recommendations: Isolated to avoid interference with phase tasks
360 Reviews & Questions: Dedicated space for comprehensive feedback
Potential Rating and Flight Risk: Separate assessment area
Section Management Improvements
Section weights now appear within sections with clearer explanations
Warning messages for invalid section weights appear both in sections and input fields
Better visual hierarchy for understanding section importance
Before
After
Rating & Assessment Changes
Rating Interface Updates
Slider ratings have been converted to dropdown selections for improved accessibility
Predefined colour patterns removed to reduce visual clutter
Overall ratings now display prominently without requiring hover interactions
Assessment Flow Improvements
Development action types moved to edit modals for better workflow organisation
"Create as development objective" replaces "Is development required" for clearer intent
Mandatory labels for section items improve reporting accuracy
Before
After
User Interface Enhancements
Visual Clarity Improvements
Inherited items from position, department, and location now display as clear text instead of icons
Section weight messaging integrated directly into sections with explanatory context
Removed user highlighting in appraisals whilst maintaining menu reference
Improved Data Entry
Labels are now mandatory when adding Goals, Development items, and Competencies
Enhanced reporting capabilities through complete data requirements
Streamlined library item editing process
Before
After
Frequently Asked Questions (FAQs)
Will this update affect our existing performance data? +
No, all existing appraisals, ratings, and historical data remain completely intact. Only the interface and user experience have been updated.
Can we still customise our performance processes the same way? +
Yes, all customisation capabilities remain available. Some settings may be accessed through updated interface locations, but functionality is preserved.
What happened to the previous workflow view? +
The previous workflow chart has been replaced with a more flexible timeline system that offers both focused and complete workflow views, providing better usability across different devices and screen sizes.
What about 360 feedback and succession planning features? +
These features are temporarily unavailable in the initial release but are planned as fast-follow updates. All existing data remains secure and accessible.
What new features should we highlight to users? +
Key improvements include:
Clearer phase descriptions and guidance
Simplified approval language
Better content organisation through tabs
Improved mobile accessibility
Enhanced visual clarity for inherited items and section weights
What technical changes should administrators be aware of? +
Configuration Updates
Timeline configuration replaces previous workflow chart
New tab structure may require updated user training materials
Section weight calculations remain the same but display differently
Other Considerations
All existing appraisals continue to function normally
No data loss occurs during the interface update
Historical reporting remains accessible through updated interfaces
Schedule Online Meeting (Connect) functionality will be deprecated
What if users can't find familiar functions after the update? +
Common Solutions
1. Check overflow menus (three dots) for administrative functions
2. Look for content in new dedicated tabs
3. Review section-specific areas for previously global functions
If Approval Processes Seem Different
1. Confirm new "Approve/Resubmit" language with users
2. Update any automated workflows referencing old approval terms
3. Review manager training materials for language updates
If 360 Feedback Content is Missing
1. These features are temporarily unavailable in the initial release
2. All existing data remains secure and will be accessible once updates are complete
When will this new interface be available to our organisation? +
The rollout follows a phased approach with Admin Preview, Client Opt-In, and Full Migration phases. Your system administrator will control when your organisation transitions to the new interface. Contact your ELMO administrator for specific timing.
