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Performance
Performance
Set and track goals, create surveys, provide feedback, and evaluate development.
+1
63 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
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
1-to-1s
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
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
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
Development Goals
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
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