Each month we offer a series of webinars to help you and your team use Performance Pro effectively.
Listed below are recent recording of past webinars. To register for a live webinar, please visit this page.
Performance Pro for New Admins
If you are new to Performance Pro, this webinar is for you. We will review the core concepts of how performance management is facilitated using Performance Pro. We'll start by covering the basics and move into commonly used functions and settings. This webinar will be helpful to any new admin user and for those who are experienced but need a refresher.
Optimizing, Operating and Preparing for your Next Appraisal Cycle - July 2023
In this continuing education webinar, we will dig into the key areas you will need to consider to ensure your performance appraisal experience is efficient, effective and an overall good experience. We'll cover updating appraisal content, company settings, and some reports that will make your job as an admin easier and less time-consuming.
Performance Pro Managers: Setting Goals and Conducting an Appraisal
In this training, managers will learn how to set goals and associated action steps, add notes, and the full step-by-step appraisal process to the final e-signature step. Through the webinar, managers will receive links to additional resources to assist them as they conduct a performance review. This webinar is helpful to any manager who is new to Performance Pro and those that need a refresher.
Performance Pro: Did You Know?
In this continuing education webinar, we will look in Performance Pro but outside the box and expand your organization’s knowledge of performance management strategies. We will focus on features that are less commonly used, yet demonstrate Performance Pro’s ability to be creative and flexible. Admins will get an in-depth understanding of the following topics:
- Strategies to Goals and the Strategic Progress Report
- Convert your HR forms using the Form Builder
- Not ready for 360-degree appraisals? Try Peer Feedback.
- The Master Libraries: 3 resources at your fingertips
Performance Appraisal Process Walk-Through - May 2023
Walk through the full appraisal process focusing on competencies, core values, goals, and the steps to complete the appraisal: Ready for Meeting, Merge, Route, Complete and E-Sign. Performance Pro Administrators get a better understanding of the whole process and learn how to attend to unique situations with routing and re-opening a completed appraisal.
Best Practices in Operating Performance Pro - April 2023
Facilitating high-quality performance management can be an important part of an organization's success. In this webinar, we will address many best practices in operating Performance Pro to meet the needs of a changing workforce, changing appraisal needs, the need to facilitate continuous feedback, numberless appraisals and more.
Concurrent Appraisals in Performance Pro March 2023
Another important feature in Performance Pro is the ability to have multiple appraisals occurring at the same time. When new employees are onboarded, you may want them assigned to their 90 day review concurrent to their annual review. Or, along with a year-end review, you may have specific projects for which employees are appraised. There are many reasons why concurrent appraisals are used and in this webinar, we'll explore them.
Goal Setting in the New Year - February 2023
We know that individuals and organizations have greater opportunities for success when goals are set early in the appraisal cycle and tracked on a regular basis. Using the goal tool in Performance Pro is a great way to keep your team and their goals on track, identify opportunities for improvement and opportunities to recognize the great things your team members perform. Continuous feedback can be performed and documented using a variety of tools in Performance Pro and we'll review those in this webinar.
Multi-Appraiser in Performance Pro - December 2022
The multi-appraiser tool in Performance Pro is a powerful feature to execute peer-to-peer and 360 reviews. In this webinar, we'll walk through the many features that make up the multi-appraiser tool, how to set up multi-appraiser evaluations, how to ensure confidentiality (when needed), and complete the appraisal.
Merit Planning in Performance Pro - November 2022
The merit tool in Performance Pro is used to help admin users calculate pay increases across the organization based on the company’s pay philosophy and target budget. In this webinar for Performance Pro admins, we'll start at the beginning of this valuable tool and walk through how to set custom ranges, compa-ratios, adjust the merit pay table, and review the many other features.
Performance Pro Advanced Analytics - September, 26, 2022
Understanding Routing in Performance Pro - September 2022
When moving performance appraisal to managers, HR and senior management, it's important to make this a clear, understandable, and efficient process. In this webinar for Performance Pro admins, we'll review the steps to set up and manage routing and address frequently asked routing questions.
Performance Pro Content Import Tool - October 2022
Keeping content up-to-date and relevant as your organization prepares for performance appraisals is an important task. With the new tool in Performance Pro, you can now make organization-wide changes to competencies and goals much faster. In this webinar for Performance Pro admins, we'll review the steps to prepare and import content into Performance Pro.