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Performance

Goal periods, entering and approving goals, end-of-period evaluation and scoring, and competency assessments.

15 articles
Performance module overview (goals and competency assessment)Summarizes what the Performance module does, the roles, the five prerequisites to complete before opening the first period, goal statuses and notifications on one page.
Creating a goal period and evaluation scaleExplains how to define the goal period dates, the goal entry window, who enters goals and actual values, the minimum goal count and the scoring scale.
Creating goal groups and goal templatesExplains how to define company, branch and department goals as groups, add goal templates to a group, distribute template weights and how a template is used when entering goals.
Entering goals and sending them for approval as an employeeExplains how to enter your goals during the goal entry window, choose the criterion type, bring the weights to 100% and send your goals to your manager for approval.
Entering, approving and revising team goals as a managerExplains how to see your team's goals, enter goals for team members, and approve incoming goals as they are or with changes.
End-of-period goal evaluation, score calculation and approvalExplains how the employee and the manager enter actual values after the goal entry window closes, how the score is calculated, the evaluation approval process and how the admin corrects…
Setting up competency assessment (question templates, period wizard, reports)Explains how to prepare categories and question templates, open a period with the 6-step wizard, role weights, monitoring progress, the report and the company settings for competency assessment.
Filling in competency evaluations and viewing resultsExplains how to fill in the self, manager, direct report and peer evaluations assigned to you, save drafts, submit, and what you see on the My Results tab when the…
Performance FAQ and troubleshootingLists the cause and solution of common situations such as not being able to add goals or send them for approval, employees without a manager, goals left out of the…
Badge catalog and badge settingsExplains the ready-made badges on Growth and hiring > Badge management, adding a badge, choosing its icon and color, deciding who can give it and its limits, archiving, restoring and…
Giving, approving and revoking badgesExplains how a badge admin gives a badge to anyone in the company and a manager to their direct reports, to one or more people with a message, what happens…
Recognition Wall, My Badges and badges on the profileHow to see company recognitions on the Recognition Wall of Mine > My badges and leave a congratulation, see the badges you earned and the recognitions you received on My…
Recognising a colleague (peer recognition)Explains how an employee gives a colleague a badge while peer recognition is on, the monthly recognitions and their renewal on the first day of the month, the own-department rule,…
Badge report, Excel and monthly summaryExplains the Report tab of Growth and hiring > Badge management - recognition counts, the breakdown by badge, source and department, employees never recognised and the optional leaderboard - downloading…
Automatic badge rulesExplains how to add rules on the Automatic Rules tab of Growth and hiring > Badge management for achievements such as years of service, a goal period score, completed goals,…