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.