Performance

Performance - the basics

About Performance

Written by Oliver Cook
Updated over a week ago

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

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

A guide to using Goals & OKRs

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

A guide to using 1-to-1s

As part of the Performance module, you can set up 1-to-1s with your colleagues.

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.

Written by Oliver Cook
Updated over a week ago

View your 1-to-1 meetings

How to view and manage 1-to-1 meetings.

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.

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.

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.

Written by Oliver Cook
Updated over a week ago

Reschedule a 1-to-1

How to reschedule your 1-to-1 meeting.

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.

Written by Oliver Cook
Updated over a week ago

1-to-1 meeting templates

Create templates to use regularly for 1-to-1 meetings.

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.

Written by Oliver Cook
Updated over a week ago

Organise your 1-to-1 sections

Amend the order of your 1-to-1 sections.

Written by Oliver Cook
Updated over a week ago

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

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

Customising surveys

Customise how you want your survey to look, such as what questions you want to ask in the survey.

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.

Written by Oliver Cook
Updated over a week ago

Create an Engagement survey

How to create a new engagement survey.

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.

Written by Fernanda
Updated over a week ago

Create a Pulse Survey

How to create a new pulse survey to collate feedback frequently.

Written by Oliver Cook
Updated over a week ago

Edit a survey

How to amend a survey or engagement survey currently in draft.

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.

Written by Oliver Cook
Updated over a week ago

Set frequency for a Pulse Survey

How to set your survey frequency.

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.

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.

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

Written by Oliver Cook
Updated over a week ago

Pulse survey reports

An overview for reporting results of a Pulse Survey.

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.

Written by Oliver Cook
Updated over a week ago

Finalise a survey

How to finalise a survey that has been sent out,

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

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

How are eNPS and Engagement calculated?

An explanation on how an Employee Net prompter Score and Engagement is caluculated for engagement surveys.

Written by Oliver Cook
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

Allow employees to edit their development goals

Enable employees being able to amend their own development goals.

Written by Oliver Cook
Updated over a week ago

Development goal templates

How to add, edit or delete a development goal template.

Written by Oliver Cook
Updated over a week ago

Development methods

How to add, edit, or delete your development methods.

Written by Oliver Cook
Updated over a week ago

Set up Development Goals

Create development goal templates and development methods.

Written by Oliver Cook
Updated over a week ago

Add a development goal

How to create a new development goal for an employee or yourself.

Written by Oliver Cook
Updated over a week ago

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

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