To get the most from Performance, we recommend you set up the following before using the module.

General Settings

Select which modules you want to make available within performance.
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Performance Permissions

Control the depth of access for a manager.
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Performance Groups

Create performance groups, performance group managers, and assign employees to performance groups.
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Goals

Select your goal methodology name and other optional goal settings.
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1-to-1

Organise your section order, create meeting checklists, and create meeting templates.
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Feedback

Control how you want feedback to appear - add competencies, edit review settings, and edit mail templates.
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Surveys

Access survey settings in preparation to create surveys and look at survey reports.
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Development Goals

Create development goal templates and development methods.
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Competencies

Create general and professional competencies.
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Review Cycles

Create reminders for review related tasks such as 1-to-1 meetings.
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Use our free e-learn to help you get up to speed with Performance.

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