Performance

All about Performance Management module

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19 articles in this collection
Written by Kaspars Upmanis, Julianna Gordimova, Daniels Korens and 1 other

Performance - the basics

About Performance

Written by Oliver Cook
Updated yesterday

Set up Performance

Performance general settings

Select which modules you want to make available within performance.

Written by Oliver Cook
Updated yesterday

Set up performance permissions

Control the depth of access for a manager.

Written by Oliver Cook
Updated yesterday

Set up performance groups

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

Written by Oliver Cook
Updated yesterday

Goals or OKRs

Goals & OKRs overview

An overview of the Goals and OKRs feature in Sage HR's Performance module

Written by Julianna Gordimova
Updated yesterday

Set up Goals

Select your goal methodology name and other optional goal settings.

Written by Oliver Cook
Updated yesterday

Individual performance scores

How to get individual employee performance scores based on completed Goals

Written by Daniels Korens
Updated yesterday

Freezing Key Results in Goals (OKRs)

Pause the key results of a goal to focus on business-critical objectives

Written by Daniels Korens
Updated yesterday

1-to-1

1-to-1 meetings

How to use Sage HR for 1-to-1s with your colleagues, such as Check-ins, performance reviews, and probation meetings.

Written by Julianna Gordimova
Updated yesterday

1-to-1 settings

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

Written by Oliver Cook
Updated yesterday

Feedback

Set up Feedback

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

Written by Oliver Cook
Updated yesterday

Feedback review - 360 appraisals (Video)

How to create & send it out, fill it out, view results and share them with employees

Written by Julianna Gordimova
Updated yesterday

Surveys

Who can see my Survey answers?

If you are asked to participate in a Survey in Sage HR, will the employer or colleagues see my name next to the answers?

Written by Daniels Korens
Updated yesterday

Engagement survey sharing with direct managers

How to share engagement surveys with direct managers

Written by Kaspars Upmanis
Updated yesterday

Set up Surveys

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

Written by Oliver Cook
Updated yesterday

Development Goals

Set up Development Goals

Create development goal templates and development methods.

Written by Oliver Cook
Updated yesterday

Competencies

Set up Competencies

Create general and professional competencies.

Written by Oliver Cook
Updated yesterday

Link competencies with teams or individual employees

How to link competencies to specific teams or an individual employee.

Written by Julianna Gordimova
Updated yesterday

Review Cycles

Set up Review Cycles

Create reminders for review related tasks such as 1-to-1 meetings.

Written by Oliver Cook
Updated yesterday