Perform

Perform for team members

• Perform for team members - 101
• Perform - View and update your profile picture
• Perform - Set yourself an objective
• Perform - See all your objectives
• Perform - Track and review progress with objectives
• Perform - Create a Development activity (personal goal) for yourself

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Perform for managers

• Perform for managers - 101
• Perform - Set an objective for one or more team members
• Perform - Create a development activity (personal goal) for a team member
• Perform - Assign a review to one or more team members
• Perform - View, share, and request feedback for a team member
• Perform - Senior manager view

Using and managing review forms

• Perform - How administrators can re-open fully signed off reviews
• Perform - How and when to share responses with reviewee/reviewer
• Perform - How and when to sign-off a review
• Perform - Undo review sign-off
• Perform - How administrators can force close a Review in Perform
• Perform - Delete a review

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Create and manage objectives

• Perform - Create a global objective
• Perform - How and when to publish global objectives
• Perform - How and when to archive a global objective
• Perform - How administrators can create, amend, and archive Objectives for a User in Perform
• Perform - Bulk assign objectives to Groups of Users

Create and manage reviews with the Template Builder

• Perform - Create a review template from scratch
• Perform - Build a review template using Sections
• Perform - Customise a Step Section with Section Content
• Perform - Create a custom rating scale
• Perform - Calculate average ratings
• Perform - Preview a review template

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Perform Reporting

• Perform - HR dashboard: see how people are getting on with objectives and reviews
• Perform - Give permission to access Perform reporting (Business objects)
• Perform - Business Objects reporting universe available objects
• Perform - Find and view the Perform reports (Business Objects)

System set up

• Perform - How to add and remove administrator permission (with the latest IDS)
• Perform - How Users are added and managed in Perform
• Perform - Optional notifications, features, and settings
• Perform - Brand Perform to your organisation
• Perform - Hide email address when delegating reviews and giving feedback

Bulk actions by the support team

• Perform - Bulk assign reviews to your people
• Perform - Calibration: Import rating answers into a review
• Perform - Import historic reviews for reference purposes
• Perform - Bulk archive or delete reviews

Perform Product Updates

• Perform update 8th August 2024: new Perform administration capabilities, Reporting, and Identity controls
• Perform update - 22nd March 2024: Feedback ordering, dynamic key to scale, bug fixes
• Perform update - 10th August 2023: Bulk assignment of objectives, bug fixes
• Perform - Enabling managers to delete reviews
• Perform - Enabling organisations to hide the print buttons within Perform
• Perform - Enabling you to include a learning summary in a review template

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