Performance reviews, expenses and equipment, in the same place as everything else.
Run reviews, set objectives and keep one-to-ones on track. Let staff claim expenses with a photo of the receipt and mileage at HMRC rates, paid through payroll. And know who has which laptop, so it comes back when they leave.
14 days free · no card needed
Autumn review · Amara Okafor
Store manager · due 30 Nov
Self-review Done
Peer feedback 2 of 3
Objectives on track 3 of 4
Manager sign-off Due 30 Nov
Review 70% complete
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1
Reviews and objectives
Review cycles with your own forms and ratings, peer feedback, sign-off and objectives that show progress.
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2
Claims that add up
Receipts by photo or PDF, mileage at the HMRC rates, budgets, and approval from a phone.
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3
Kit that comes back
Issue equipment, have it signed for, and get it back as part of the leaving checklist.
Performance
One-to-ones, probation and reviews that actually happen.
One-to-ones keep an agenda, shared notes and private ones, with reminders. Probation periods are set, extended or passed with the letter ready, and reminders come before each review date. Improvement plans sit ready for when a capability conversation is needed.
Probations ending
Next 30 days
Sofia Duarte · 14 Nov Review booked
Tom Brennan · 21 Nov Extended a month
Grace Mensah · 28 Nov Passed · letter sent
Expenses
Claimed on a phone, paid with the payroll.
Snap the receipt, or add the miles: the HMRC rates, the 10,000-mile threshold and the passenger rate are applied for you, and the location is stripped from photos. Approved claims go to payroll with taxable and tax-free parts kept apart, or into a bank payment file, and to Xero, QuickBooks or Sage as an export.
Expense claim · Priya Shah
ExampleTrain to Leeds · receipt attached£14.20
42 miles at 45p (HMRC rate)£18.90
Total£33.10
Approved by Rahul · paid with October’s payroll
Equipment
Who has which laptop, and getting it back.
Keep a register of laptops, phones, keys and uniforms, with a kit list per job title. Staff sign for what they hold. When someone leaves, returning their equipment is a step on the leaving checklist that ticks itself off, and any deduction needs their written agreement first.
Jo Taylor · equipment
Leaving 31 Oct
Laptop · LT-0412 Returned, good
Building pass Returned
Work phone Due back
Works with the rest of KivoHR
Performance, expenses and equipment: common questions
Does it connect to Xero or QuickBooks?
It exports approved expenses as files for Xero bills, QuickBooks bills or a Sage journal. There is no live connection.
Which mileage rates does it use?
The HMRC approved mileage rates, with the 10,000-mile threshold and the passenger rate.
Can we run probation reviews?
Yes. Set, extend or pass probation with the letter ready, and reminders before each review.
What happens to equipment when someone leaves?
Returning it is a step on the leaving checklist, ticked off when it comes back.
Reviews, expenses and kit, off the spreadsheet.
14 days free, no card needed.