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Performance Pro
Performance Pro provides companies of all sizes with best-in-class performance management technology to improve employee performance and engagement.
- TLC Integration with Performance Pro
- Positions Report - Performance Pro
- Customizing the Merit Matrix - Performance Pro
- Multi-Appraiser Quickstart Guide-Performance Pro
- Cycle Status Report - Performance Pro
- Appraiser Quickstart Guide-Performance Pro
- Sending/Editing/Deleting Ad Hoc Alerts as Admin - Performance Pro
- Assigning Competencies to Positions - Performance Pro
- Sample Performance Level Descriptions - Performance Pro
- Entering Summary Comments as an Employee - Performance Pro
- Calculating Merit Increases - Performance Pro
- Employee Quickstart Guide
- Completed Report - Performance Pro
- Making Changes to a Completed Appraisal - Performance Pro
- Importing Data into Performance Pro
- How to Run Goal Reports - Performance Pro
- Entering Employee Salary Data - Performance Pro
- Integrated Teams App-Engagement IQ-Employee Guide
- Integrated Teams App-Engagement IQ-Manager Guide
- Integrated Teams App-Engagement IQ-Administrator Guide
- Performance Pro Search Tool
- Customizing the Time Zone for E-signature Purposes
- Performance Pro Recognition App User Guide/Tremendous Configuration
- Adding a New Employee - Performance Pro
- New Competencies in Performance Pro
- Peer Feedback Report
- Performance Pro Year-End Appraisal Prep Checklist
- Performance Pro Access Levels
Administration / Manage Users
Appraisals/Finish Appraisals
Employee Documents / Performance History
- Viewing, Editing, or Printing Forms - Performance Pro
- Peer Feedback Overview - Performance Pro
- View Routing History and Notes of Routed Items (Appraisals or Forms) - Performance Pro
- Adding a Note to a Routed Item (Appraisal or Form) - Performance Pro
- Reviewing Edits Made to Forms you Routed - Performance Pro
- Uncompleting a Form - Performance Pro
- Editing Historical (Completed) Appraisals - Performance Pro
- E-signing an Appraisal or Form as an Appraiser, Upline Manager, Multi-Appraiser, or Administrative User - Performance Pro
- Uploading Files to the Additional Documents Tab - Performance Pro
- Routing a Form - Performance Pro
- Disagreeing with an Appraisal or Form - Performance Pro
- Viewing Routing Notes - Performance Pro
- Managing Notes in Performance Pro
- Employee Created Forms-Additional Form Field Options
- Employee Created Forms-Anonymous Engagement Survey
Performance Pro Home Screen
Appraisal
- Step-by-Step Instructions to Complete an Appraisal as a Primary Appraiser - Performance Pro
- Setting up a 90-day appraisal (or other similar time periods) - Performance Pro
- Finishing an Appraisal as an Employee - Performance Pro
- Understanding Scores and Weighting - Performance Pro
- Evaluating Goals as a Multi-Appraiser - Performance Pro
- Evaluating Competencies as an Employee - Performance Pro
- How to Re-open a Self Appraisal for Editing - Performance Pro
- Evaluating Goals as an Employee - Performance Pro
- Finishing an Appraisal as a Multi-Appraiser - Performance Pro
- Completing an Appraisal for an Appraiser Who Has Left - Performance Pro
- Evaluating Goals as an Appraiser - Performance Pro
- Performance Pro Core Values
- Finishing an Appraisal as an Appraiser - Performance Pro
- Customizing Summary Comments
- Performing an Ad Hoc Appraisal - Performance Pro
- Performing a Self Appraisal - Performance Pro
- Evaluating Competencies as an Appraiser - Performance Pro
- Ratingless Reviews - Performance Pro
- Entering Summary Comments as an Appraiser - Performance Pro
- Entering Summary Comments as a Multi-Appraiser - Performance Pro
- Evaluating Competencies as a Multi-Appraiser - Performance Pro
Employee Documents
- Editing Current or Future Goals - Performance Pro
- Creating and Deleting Goals in MyLibrary - Performance Pro
- Viewing Appraisal Edit History - Performance Pro
- Import Goals from Last Appraisal to Current Appraisal - Performance Pro
- Deleting Current or Future Goals - Performance Pro
- Controlling What Employees Can View in Performance Pro
- How to Add Goals - Performance Pro
- Propose Goal Changes as Employee
Administration
System Setup
- Activating the Merit Increase Function - Performance Pro
- Post Approval Lock/Unlock - Performance Pro
- Designating and Assigning Multi-Appraisers as an Administrative User - Performance Pro
- Sharing a Strategy with Appraisers - Performance Pro
- Appraisal Settings for Multi-Appraisers - Performance Pro
- Action Step Setup - Performance Pro
- Uploading Job Descriptions and Linking to Positions - Performance Pro
- Adding, Editing, and Deleting Company Units (Department, Location, Division, Routing Group) - Performance Pro
- Setting the Appraisal Cycle & Frequency - Performance Pro
- Hide Next Appraisal - Performance Pro
- Hide and Show Options - Performance Pro
- The Goal Library - Performance Pro
- How to Disable E-mail Notifications - Performance Pro
- Job Descriptions in Performance Pro
- Setting up E-mail Reminders for Appraisals - Performance Pro
- Ad Hoc E-mail Alerts and Calendar Invites - Performance Pro
- Understanding Competencies in Performance Pro
- Making Changes to Existing Forms in Form Builder - Performance Pro
- Changing the Number of Performance Levels - Performance Pro
- Concurrent Appraisals - Performance Pro
- Downline View and Edit Features - Performance Pro
- How do Performance Levels Adjust When You Change Their Number? - Performance Pro
- Duplicating a Position - Performance Pro
- Adjust Merit Pay - Performance Pro
- Creating a new Company Form Template - Performance Pro
- Copying Master Competencies to Company List - Performance Pro
- Shared Appraisers
- Alternate Terminology Examples
- Allow Edit After Merge Feature
- Bypass an E-Signature (Allow Not Required Setting)
- Creating and Entering Data in Custom Fields
- Setting up the Welcome E-mail for New Employees
- Harmonize Scores
- What does the "Ready Notification" do?
- E-mail Notification Options
- Editing an Existing Competency in Performance Pro
Manage Employees / Employee Data
Manage Employees
Performance Pro Home Screen / Home Page
System Setup / Content Customization
- Creating a Custom Competency - Performance Pro
- How to Create a Position - Performance Pro
- Restoring Default Performance Level Titles and Descriptions - Performance Pro
- Customizing Performance Level Descriptions and Final Score Ranges - Performance Pro
- Editing the Competencies Assigned to a Position - Performance Pro
System Setup / Manage Alerts
System Setup / Routing Setup
System Setup / Company Settings
Webinar Materials
Appraisal / Finish Appraisal
- Routing an Appraisal - Performance Pro
- Making Edits to a Merged and/or Routed Appraisal - Performance Pro
- Responding to a Routed Item - Performance Pro
- Uncompleting an Appraisal - Performance Pro
- E-signing an Appraisal or Form as an Employee - Performance Pro
- Why and How to Force Complete an Appraisal - Performance Pro
Administration / Storage
Advanced Analytics
- Advanced Analytics: Employee Info Detailed Report
- Advanced Analytics: Overdue Appraisals Report
- Advanced Analytics: Upcoming Appraisals Report
- Advanced Analytics: Creating, Deleting, & Duplicating a Story
- Advanced Analytics: What is Advanced Analytics and How Do I Access It?
- Advanced Analytics: Downloading/Exporting Data
- Advanced Analytics: How to Create a Bookmark
- Advanced Analytics: Adding Content to Your Story
- Advanced Analytics: What are Stories?
- Advanced Analytics: How Do I Access the Reports (Sheets) and Run a Report?
- Advanced Analytics: Working with Snapshots in Stories - Creating, Viewing, Editing, and Deleting
- Advanced Analytics: Succession Planning Data - Identification
- Advanced Analytics: Succession Planning Data - Compare
- Advanced Analytics: Succession Planning Data - Development
- Advanced Analytics: Succession Planning Data - Tracking
- Advanced Analytics: Succession Planning Data Overview
- Advanced Analytics: Form Data Report
- Advanced Analytics: Employee Created Forms
- Advanced Analytics: Cycle Status
- Advanced Analytics: Downline Rating Distribution
- Advanced Analytics: New Hire Evaluation Status
- Advanced Analytics: Overall Score Analysis Report
- Advanced Analytics: Summary Comments: Appraiser, Employee, or Multi-Appraiser
- Advanced Analytics: Core Value/Factor/Goal Comments: Appraiser, Employee, or Multi-Appraiser
- Advanced Analytics: Multi-Appraiser Appraisal Scores Report
- Advanced Analytics: Appraiser Appraisal Scores Report
- Advanced Analytics: Self-Appraisal Scores Report
- Advanced Analytics: Manager Bias
- Advanced Analytics: Appraisal E-Sign Report
- Advanced Analytics: Appraisal Status Dashboard and Appraisal Status Detailed
- Advanced Analytics: Gap Analysis Report
Launching Performance Pro
Settings
- Company Settings > Appraisal Settings > Hide & Show
- Company Settings > Appraisal Settings > E-Signature With Descriptions
- Company Settings > Appraisal Settings > Overall Weights Descriptions
- Performance Pro System Setup > Company Settings Explanations
- Company Settings > Appraisal Settings > Goal Settings and Descriptions
- Company Settings > Appraisal Settings > Job Descriptions
- Company Settings > Appraisal Settings > Self-Appraisals Descriptions
- Company Settings > Appraisal Settings > Advanced Settings and Descriptions
- Company Settings > Appraisal Settings > Basic Settings and Descriptions