Performance Evaluation System

Know who's performing.
Act on it monthly.

A structured, role-aware performance scoring system for your entire team — weighted by who reports to whom, visible to every level, and tracked month by month.

4 Role Types
20 Users Configured
Weighted Scoring
Monthly + Annual View
My Rating for Staff
Feature 01
Employee Overview — All Staff at a Glance

Every employee grouped by their reporting manager. Monthly scores, colour-coded by performance band. Click any card to score or review.

Navigation
👥 All Employees
📊 Annual Summary
RM
Rohan Mehta
Managing Partner
All Employees
Owner — Rohan Mehta
Reporting to Rohan Mehta
KN
Karthik Nair
Audit Manager
📝 Click to score
Nov 2025
DI
Deepa Iyer
Tax Manager
📝 Click to score
Nov 2025
Reporting to Priya Mehta
SP
Suresh Pillai
Compliance Manager
📝 Click to score
Nov 2025
Reporting to Karthik Nair
AK
Ananya Krishnan
Senior Auditor
Score 87%
Nov 2025
RB
Rahul Bhatia
Senior Auditor
Score 61%
Nov 2025
SD
Swati Desai
Audit Associate
📝 Click to score
Nov 2025
Reporting to Deepa Iyer
VS
Vikram Sharma
Senior Tax Analyst
Score 75%
Nov 2025
SR
Sneha Rajan
Senior Tax Analyst
Score 85%
Nov 2025
Reporting to Suresh Pillai
LV
Lakshmi Venkat
Senior Associate
Score 97%
Nov 2025
DN
Divya Nambiar
Compliance Associate
📝 Click to score
Nov 2025
Reporting to Ananya Krishnan
AK
Aditya Kulkarni
Article Clerk
Score 82%
Nov 2025
MC
Meera Chandrasekhar
Article Clerk
Score 92%
Nov 2025
Reporting to Vikram Sharma
NG
Nikhil Goswami
Tax Associate
Score 66%
Nov 2025
Reporting to Rahul Bhatia
PM
Pooja Malhotra
Audit Associate
Score 87%
Nov 2025
Reporting to Lakshmi Venkat
AS
Arjun Srinivasan
Article Clerk
Score 74%
Nov 2025
HM
Harish Menon
Article Clerk
📝 Click to score
Nov 2025
Reporting to Sneha Rajan
RT
Ravi Tiwari
Tax Associate
📝 Click to score
Nov 2025
TJ
Tanvi Joshi
Tax Associate
📝 Click to score
Nov 2025
Feature 02 / 06
Scoring Panel

Click any employee card to open the full scoring panel. Score each parameter, switch months using tabs, and see the composite score update automatically.

Role-specific parameters — Audit, Tax, Compliance, Article each get their own criteria
Weighted scoring — each parameter has a defined weightage (e.g. Work Quality 30%)
Month tabs — score any month, see which months are already scored (green tabs)
Composite score — calculated automatically, weighted across all scorers
Scoring Panel · Meera Chandrasekhar
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Composite Score
Weighted across all scorers
92%
Rohan Mehta (You)
92%
Your scoring
ParameterWeightMaxScore
Learning & Growth 30% / 30 28
Task Completion 30% / 30 28
Communication 20% / 20 18
Punctuality 20% / 20 18
Feature 03 / 06
Weighted Scoring Logic

Not all scores carry equal weight. Direct reports to the owner are scored 100% by the owners. Team members under managers get a 60/40 split — owners contribute 60%, their manager contributes 40%.

Direct reports to owners → Owner combined score (100%)
Staff under managers → Owners 60% + Manager 40%
Composite = weighted average of all scorer inputs
Managers see their team only — not the full firm
Scoring Weight Distribution
Direct Report to Owners
Owners Combined — 100%
e.g. Karthik Nair (Audit Manager)
Team Member Under Manager
Owners 60%
Manager 40%
e.g. Ananya Krishnan (Senior Auditor)
Feature 04 / 06
Annual Summary — Full Year at a Glance

Every employee's monthly scores across all 12 months, ranked by annual average. Click any row to drill into their scoring panel.

Navigation
👥 All Employees
📊 Annual Summary
RM
Rohan Mehta
Managing Partner
Annual Summary
Owner — Rohan Mehta
Annual Summary — 2025
Employee JanFebMarAprMayJunJulAugSepOctNovDec Avg
LV
Lakshmi Venkat
Senior Associate
95%93%97%94%96%92%95%98%94%96%97%95% 95%
MC
Meera Chandrasekhar
Article Clerk
91%89%93%90%92%88%94%91%90%93%92%95% 92%
AK
Ananya Krishnan
Senior Auditor
88%85%90%87%82%91%88%86%93%89%87%92% 88%
PM
Pooja Malhotra
Audit Associate
86%84%88%87%83%89%85%88%86%90%87%91% 87%
SR
Sneha Rajan
Senior Tax Analyst
84%82%86%85%81%88%83%87%84%86%85%89% 85%
AK
Aditya Kulkarni
Article Clerk
78%80%76%82%79%77%83%81%78%80%82%85% 80%
VS
Vikram Sharma
Senior Tax Analyst
72%75%70%78%74%76%71%79%73%77%75%80% 75%
AS
Arjun Srinivasan
Article Clerk
73%71%75%74%70%76%72%75%73%77%74%78% 74%
NG
Nikhil Goswami
Tax Associate
65%68%62%70%66%63%71%67%64%69%66%72% 67%
RB
Rahul Bhatia
Senior Auditor
61%58%65%63%60%67%62%59%66%64%61%68% 63%
KN
Karthik Nair
Audit Manager
DI
Deepa Iyer
Tax Manager
SP
Suresh Pillai
Compliance Manager
DN
Divya Nambiar
Compliance Associate
RT
Ravi Tiwari
Tax Associate
SD
Swati Desai
Audit Associate
HM
Harish Menon
Article Clerk
TJ
Tanvi Joshi
Tax Associate
Feature 05 / 06
My Rating

Every employee can log in and see only their own scores — current month, YTD average, and a bar chart of all 12 months. No visibility into colleagues' data.

Current month composite score — colour-coded green/amber/red
Year-to-date average and months scored count
Bar chart of monthly scores — see trends at a glance
Parameter breakdown — see how each criterion was scored
My Rating · Ananya Krishnan
Nov Score
87%
YTD Average
88%
Months Scored
11/12
Monthly Scores — 2025
88
J
85
F
90
M
87
A
82
M
91
J
88
J
86
A
93
S
89
O
87
N
92
D
Parameters — November
Work Quality 87%
Timeliness 87%
Client Communication 87%
Team Collaboration 87%
Initiative 87%
Feature 06 / 06
Role-Based Access

Four roles, four different experiences. Everyone sees exactly what they need — nothing more.

👑
Owner
Owner
Sees all employees. Scores all staff. Accesses Annual Summary. Full visibility.
🧑‍💼
Manager
Manager
Sees their own direct reports only. Scores their team. Accesses Annual Summary for their group.
Senior
Senior
Sees only their own My Rating view. Cannot score others. Cannot see colleagues' scores.
👤
Employee
Employee
Sees only their own My Rating view. Complete privacy from peers and seniors.
Cornerstone Advisors

Ready to evaluate your team
with structure?

Book a walkthrough and we'll configure PES for your firm's hierarchy and scoring criteria.