Performance

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

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22 articles in this collection
Written by Kaspars Upmanis, Julianna Markova, Daniels Korens and 1 other

Performance - the basics

About Performance

Written by Oliver Cook
Updated over a week ago

Set up Performance

Performance general settings

Select which modules you want to make available within performance.

Written by Oliver Cook
Updated over a week ago

Set up performance permissions

Control the depth of access for a manager.

Written by Oliver Cook
Updated over a week ago

Set up performance groups

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

Written by Oliver Cook
Updated over a week ago

Goals or OKRs

Goals & OKRs overview

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

Written by Julianna Markova
Updated over a week ago

Set up Goals

Select your goal methodology name and other optional goal settings.

Written by Oliver Cook
Updated over a week ago

Individual performance scores

How to get individual employee performance scores based on completed Goals

Written by Daniels Korens
Updated over a week ago

Freezing Key Results in Goals (OKRs)

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

Written by Daniels Korens
Updated over a week ago

1-to-1

1-to-1 settings

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

Written by Oliver Cook
Updated over a week ago

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 Markova
Updated over a week ago

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 over a week ago

Give quick feedback

How to give another employee or colleague quick feedback.

Written by Oliver Cook
Updated over a week ago

Request quick feedback

How to ask a question to a colleague on Sage HR

Written by Oliver Cook
Updated over a week ago

Customise quick feedback badges

Promote your company values by allowing your employees to give kudos to each other using custom icons!

Written by Daniels Korens
Updated over a week ago

Feedback review - 360 appraisals (Video)

How to create, send out, and fill out feedback, view results and share them with employees.

Written by Julianna Markova
Updated over a week ago

Surveys

Set up Surveys

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

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, will the employer or colleagues see my name next to the answers?

Written by Daniels Korens
Updated over a week ago

Engagement survey sharing with direct managers

How to share engagement surveys with direct managers

Written by Kaspars Upmanis
Updated over a week ago

Development Goals

Set up Development Goals

Create development goal templates and development methods.

Written by Oliver Cook
Updated over a week ago

Competencies

Set up Competencies

Create general and professional competencies.

Written by Oliver Cook
Updated over a week ago

Link competencies with teams or individual employees

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

Written by Julianna Markova
Updated over a week ago

Review Cycles

Set up Review Cycles

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

Written by Oliver Cook
Updated over a week ago