Performance

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

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35 articles in this collection
Written by Julianna Markova, Daniels Korens, Oliver Cook and 1 other

Performance - the basics

About Performance

Written by Oliver Cook
Updated over a week ago

Set up Performance

Set up Performance

Use this collection of guides to help you set up your performance module.

Written by Oliver Cook
Updated over a week ago

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

Grant your employees access to the performance module and choose who you want to manage their performance.

Written by Oliver Cook
Updated over a week ago

Manage the Performance module

Create a new performance group

How to add a new performance group or edit an existing one.

Written by Oliver Cook
Updated over a week ago

Add a performance group manager

How to assign a manager to a performance group.

Written by Oliver Cook
Updated over a week ago

Add employees to a performance group

How to 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

Add new goal or OKR

How to create a new goal or OKR

Written by Oliver Cook
Updated over a week ago

Add a company goal

How to add a goal or OKR for your company.

Written by Oliver Cook
Updated over a week ago

Add a team goal

How to add a goal or OKR for your team.

Written by Oliver Cook
Updated over a week ago

Add a personal goal

How to add a goal or OKR for yourself.

Written by Oliver Cook
Updated over a week ago

Add a goal for my employee

How to add a goal or OKR for one of your employees.

Written by Oliver Cook
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

Reviewing goals progress

The 'Goals overview' tab provides a summary of the progress made towards goals, broken down by company, team, and individuals

Written by Fernanda
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 360 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

Choosing who reviews employee feedback

Choose reviewers by role, specific employees, and external people when sending out feedback.

Written by Fernanda
Updated over a week ago

Let employees propose who will be giving feedback about them

'Nominated by employee' is a functionality in Feedback where you can ask employees to propose who will give feedback about them.

Written by Fernanda
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 for quick feedback.

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, your answers are anonymous.

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 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.

Written by Fernanda
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