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Performance
Performance
Set and track goals, create surveys, provide feedback, and evaluate development.
+1
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