Performance

Set and track goals, create surveys, provide feedback, and evaluate development.

Julianna Markova avatar Daniels Korens avatar Oliver Cook avatar +1
63 articles in this collection
Written by Julianna Markova, Daniels Korens, Oliver Cook and 1 other
1-to-1s

A guide to using 1-to-1s

As part of the Performance module, you can set up 1-to-1s with your colleagues.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Configure your 1-to-1 settings

Organise your section order, create meeting checklists, and create meeting templates.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View your 1-to-1 meetings

How to view and manage 1-to-1 meetings.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Book a 1-to-1 meeting

How to book a 1-to-1 meeting with your manager or your employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Prepare 1-to-1

How to fill in and complete 1-to-1 tasks in preparation for your meeting.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Sign off a 1-to-1

How to sign off your 1-to-1 after it has taken place.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Reschedule a 1-to-1

How to reschedule your 1-to-1 meeting.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Allow employees to book a 1-to-1

How to configure settings so employees can schedule 1-to-1s with their manager themselves.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

1-to-1 meeting templates

Create templates to use regularly for 1-to-1 meetings.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add default checklist item for 1-to-1 meetings

How to add checklist items to automatically show whenever you create a new 1-to-1.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Organise your 1-to-1 sections

Amend the order of your 1-to-1 sections.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Surveys

Set up Surveys

Access survey settings in preparation to create surveys and look at survey reports.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Customising surveys

Customise how you want your survey to look, such as what questions you want to ask in the survey.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a survey

How to create a new survey to send out to people to complete.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create an Engagement survey

How to create a new engagement survey.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Getting started with Pulse Surveys

Create short surveys to send to your employees. Use the feedback they provide to identify areas that need improvement.
Fernanda avatar
Written by Fernanda
Updated over a week ago

Create a Pulse Survey

How to create a new pulse survey to collate feedback frequently.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Edit a survey

How to amend a survey or engagement survey currently in draft.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Duplicate an existing survey

How to create a copy of an existing survey to save you time.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set frequency for a Pulse Survey

How to set your survey frequency.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Edit sending rights of a survey

Select which managers can send a specific survey to their subordinates based on the org chart.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Customise survey invitation message

How to amend what the email says that people receive when you send them a survey.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Survey reminder

How to remind employees who haven't completed a survey sent out to them
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Pulse survey reports

An overview for reporting results of a Pulse Survey.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Send out a survey

How to send a survey out to people once its been created.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Finalise a survey

How to finalise a survey that has been sent out,
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Who can see my Survey answers?

If you are asked to participate in a Survey in Sage HR, your answers are anonymous.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Getting started with Engagement Surveys

Measure how your employees feel about your organisation, such as their level of commitment and motivation.
Fernanda avatar
Written by Fernanda
Updated over a week ago

How are eNPS and Engagement calculated?

An explanation on how an Employee Net prompter Score and Engagement is caluculated for engagement surveys.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Engagement survey sharing with direct managers

How to share engagement surveys with direct managers.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago