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Engagedly Help Center
Performance
Getting Started
Home Page (Old)
Home Page
Admin
FAQs
Performance
Admin
Manager
Employee
FAQs
Goals
Goals (New)
Goals FAQs (New)
Goals (Old)
Goals FAQs (Old)
Survey
Admin
Employee
FAQs
Feedback
Admin
Employee
FAQs
Manager
360 Feedback
Admin
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FAQs
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Admin
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FAQs
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Admin
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Integrations
Gmail Accelerated Mobile Pages
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Performance
Set goals, provide continuous feedback, conduct performance reviews, and create personalized development plans for employees
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
Share Performance Template
Review Statuses in Performance Review Cycle
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
Enable Leadership Potential
Disable Leadership Potential
Rollback Performance Review
90 Day Post Review Questions Visibility for employees
Lock Performance Review
Unlock Performance Review
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 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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