Performance

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

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41 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

Create a survey

How to create a new survey to send out to people to complete.

Written by Oliver Cook
Updated this week

Duplicate an existing survey

How to create a copy of an existing survey to save you time.

Written by Oliver Cook
Updated this week

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 this week

Edit a survey

How to amend a survey currently in draft.

Written by Oliver Cook
Updated this week

Send out a survey

How to send a survey out to people once its been created.

Written by Oliver Cook
Updated this week

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 this week

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