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10. Cycles and Settings

User & Administration Guide — Version 1.0.0.26

Guide summary

HR manages cycles, stages, forms, scales, competencies, and values. Settings cover appearance, notifications, email, Teams site link, and subscription.

On this page

Cycles

Open Cycles in the sidebar. Create a cycle for a year or a quarter, set dates, and attach stages. Generate participants for the people on that cycle. Manage rating scales, competencies, company values, and review forms from the same area. Each cycle is a row on PM_Cycles; high-volume lists are partitioned by cycle.

Settings tabs

  • General — app display name, cycle prefix, HR contact, sample data, Power BI URL.
  • Appearance — theme, sidebar color, font size, compact mode, SharePoint chrome flags.
  • Forms — review form builder, including goal blocks.
  • Templates — reusable form templates.
  • Notifications — templates for workflow email.
  • Email — Graph (default), Chronodat Mail API, or Power Automate (you build the flow).
  • Security — app administrators, roles, and the permission matrix.
  • Microsoft Teams — connect or disconnect the SharePoint site the Teams app should open.
  • Subscription — trial status, subscribe, and billing (opens outside SharePoint and Teams).

Email

The app installs and runs without email. When Microsoft Graph is selected, mail sends from the signed-in user's mailbox after Mail.Send is approved. The From name is that mailbox's display name. The app does not call SharePoint SP.Utilities.Utility.SendEmail.

Graph consent

  • Mail.Send (delegated) — optional workflow email. Does not read mail.
  • User.Read.All (delegated) — optional Entra directory cache for participants. Does not write directory data.

Lists, goals, and reviews work before API access is approved.

Subscription

14-day free trial, then $499 per year for unlimited users on the SharePoint site. Checkout uses slug performance-management-hub on subscription.chronodat.com.