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Engagedly Help Center

Performance

Performance

Set goals, provide continuous feedback, conduct performance reviews, and create personalized development plans for employees

Overview

Introduction to Performance

List of user actions in Performance

Admin

Introduction to Performance

Performance Module Overview

Performance Email Notifications for an Admin

Creating a Template

Create a Performance Template

Add and Manage Goals in Review Form (Goals Transfer)

Automatically Fetch Goals on Performance Review Form

Edit Performance Templates

Delegate Reviewer

Manage Performance Templates

View Templates Only in the Library

Publish Template in the Library

Change Owner of the Template

Publish and Share a Performance Review Template

Make Templates Visible to Others

Make Template Visible For Every Site Admin And People With Permission

Actions of Different Participants in the Performance Review Cycle

Cycle Settings: An Overview

Create a Performance Cycle

Cycle Settings: Rating Scale

Configure Rating Scales

Rating Scale in Cycle Settings

Correct Out of Range in the Grading Scale

Cycle Settings: Process Configuration

Review Process Configuration

Enable Employees Self Review

Enable Parallel Review

Make Manager Rating/Comments Visible to the Employees

Make Manager's Reviews Visible to Employees While Creating a Cycle

Make Manager's Review Visible to Employees After Cycle is Created

Role Of Skip Level Manager (SLM)

Enable the Additional Reviewer in the Performance Review Cycle

Allow Employees to View Additional Reviewer Comments

Enable Managers to Delegate their Reviews to Others

Cycle Settings: Review Form Sections

Configure Sections in Review Form

Edit an Existing Header in the Cycle Setting

9-Box Rating Scale in Performance Review Cycle

Make the 9-Box Potential Rating Scale Visible in the Performance Cycle Setting

Make 9-Box Performance Rating Scale Visible in the Performance Cycle Settings

Enable Training Recommendations

Enable HR Recommendation in Review Cycle

Set One on One Meetings in Performance Cycle Setting

Post Review Process Setup

Sign Off in Performance Review

Enable Post-Review Feedback Questionnaire

Resolution Request under Sign-off Process

Set Reminder Notifications for Performance Review

View Cycle Summary Before Creating a Cycle

View Cycles Based on the Cycle Types

Edit an Existing Performance Cycle

Archive the Performance Review Cycle

Add Employees to a Review Cycle

Alerts for Performance Module

Assign Template in the Performance Review Cycle

Unassign Performance Template

Unassign Template from the Performance Review Cycle

Share Performance Template

Employee, Manager, and HR Review Statuses in Performance Review Process

Nudge Employees and Managers to Complete the Performance Review

Notify Users with Performance Review Pending Actions

Manage Performance Reviews

Manage Review Visibility

Perform Bulk Actions to Manage Reviews

Delegate the Performance Review

Enable Leadership Potential

Disable Leadership Potential

Rollback Performance Review

Rollback/Pushback the Review Submitted by the Employee

Rollback/Pushback the Review Submitted by the Reviewer

Rollback/Pushback the Review Submitted by the Skip-Level Managers

Rollback/Pushback the Review Submitted by the HR Manager

90 Day Post Review Questions Visibility for employees

Lock Performance Review

Lock a Performance Review

Unlock Performance Review

Unlock the Performance Review Cycle

Remove Pending Actions from the Employee Profile

Review Submission After Due Dates

Nudge Employees and Managers to Sign-Off on Review Form

Sign-off Performance Review

Add Training Recommendation Courses in Performance Review

Check Insights for a Performance Cycle

Download Performance Area Report from Performance Analytics

Download Performance 9-Box Analytics Report from Performance Analytics

Download Goals Report from Performance Analytics

Export/Download Manager Recommendations from Performance Analytics

Export/Download Training Recommendations from Performance Analytics

Export/Download Development Plan Report from Performance Analytics

Download Performance Review Pdf as an Admin

Export/Download an Archived Performance Review Reports

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Manager

Performance Email Notifications for a Manager/Skip-Level Manager/Delegated Reviewer/Additional Reviewer

Manager Actions in the Performance Review Cycle

Delegate Manager Performance Reviews

Review my Team Members' Performance

Make Manager Rating/Comments Visible to Employees

Track the Review Completion Status of my Team Members

Check Performance Insights

Export/Download Performance Review PDF as a Manager

View Past Reviews of my Team Members

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Employee

Performance Email Notifications for an Employee

Employee Actions in the Performance Review Cycle

Pending Actions Under Performance

Submit Performance Self-Review

Use Resource Center While Reviewing Performance

Upload Documents on Review Form

View Submitted Reviews

Different Actions in the Sign-off Process

Sign Off in Performance Review

Export/Download the Performance Review PDF as an Employee

View Past Performance Review in the Resource Center

View Past Reviews

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FAQs

Can Admins Delete the Performance Review Cycle?

I reviewed all employees and I want to change the rating and review , how would i do it?

Can Managers and Employees View HR Recommendations?

Can I Get Email Notification to Complete Review in Performance Review

Overall Rating in Performance Review Cycle

Can Admins Automatically Share the Template while Creating All Types of Performance Review Cycles?

Can Admins Delete a Template?

Remove Manager Recommendation in the Performance Review?

Can Admins Automatically Share the Template in the Performance Review Cycle?

Are HR Remarks and Recommendations in the performance review visible to the employee?

How to lock the performance reviews?

What are all the Reports can Admin Export from Analytics Page Under Manage Tab?

How to remove a user from the cycle?

How can I Unassign(or retract) a shared template?

How to notify employees with pending self-reviews?

Performance Review Overall Statuses

I don’t want the Leadership Questionnaire. How can I remove it from the cycle?

How do ratings work with templates?

In performance reviews, how is the average rating for the self-rating and manager rating calculated? Is it calculated for each section or only for the entire review?

As soon as the manager submits his or her review, would the employee be able to see that?

Would the employee be able to see LP rating and recommendation questions’ answers too or just the comments and rating done by Manager?

Is it Mandatory for Employees, Reviewers, and HR Managers to Sign-Off the Performance Review Cycle?

What is the difference between "Allow Rating" and "Enable Overall Rating" in a performance review cycle setup

What would happen if I were to “block” an employee whose last day were today, for example. Would I still be able to fully access their performance review in the cycle, etc.?

Can upper-level managers see the performance reviews of all the employees under them?

When can Skip Level Manager (SLM) approve the review

When Can an Employee Get Sign-off Pending Action?

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