HR Performance Solutions Knowledge Base

  • Performance Pro Quickstarts

    The links below will take you to the Quickstarts which will help you navigate Per…

  • Activating the Avatar Feature

    This feature is optional, but when it is activated by the Administrative User, us…

  • Adding a Company Logo

    You can customize the Home Screen, appraisals, and Forms with your company logo. …

  • Your Role and how to change it

    Your Role and how to change it Administrators and appraisers are able to temporar…

  • Using the Spell Check feature

    To run a Spelling check: After entering text in a text field, click Spell Check o…

  • Using the Language Check feature

    To run a Language Check: After entering text in a text field, click Language Chec…

  • Clearing Cache and Cookies in FireFox

    If something is not displaying or working correctly in Performance Pro, your brow…

  • Clearing the Cache and Cookies in Google Chrome

    If something is not displaying or working correctly in Performance Pro, your brow…

  • Clearing Cache and Cookies in Internet Explorer

    If something is not displaying or working correctly in Performance Pro, your brow…

  • Customizing the Users section of the Home Screen

    If widgets were made available to the employee role on the Widget Admin tab, empl…

  • Making widgets available for assignment on home screens

    Widgets as they Appear on the Home Screen Widgets Available     The Widget Admin …

  • Adding and Removing Widgets To and From Home Screens

    Performance Pro allows Administrative Users great flexibility in customizing and …

  • Customizing Widgets

    Some widgets will allow you to set parameters determining what is displayed in th…

  • Uploading Quickstarts (or other documents) for employee or manager viewing

    Making documents available to employees and/or managers on their Home Screen is a…

  • Uploading an Avatar Image

    This feature is optional, but when it is activated by the Administrative User, us…

  • Widget: Employee Notes

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Job Description

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Employee Job Description

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Factor Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Goal Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Appraisals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Goals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Peer Feedback

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routed Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Expired

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Upcoming

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Goals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: To be signed

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Form Inbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Inbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Outbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Client Message

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Check Ins

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Company Files

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Appraisals

    A widget is an area on the home screen that displays important tools and informat…

  • Key Metrics Dashboard

    Key Metrics is an area on the home screen of Administrative Users that, when acti…

  • Home Screen Tab

    Widgets displaying important tools and information appear on the Home Screen. Wid…

  • Activating the Appraiser Form Deletion feature

    Selecting this feature will give your appraisers the ability to delete pending, n…

  • Synchronizing a Goal

    Clicking the Synchronize to individual assignments box lets changes you have made…

  • E-signing an Appraisal or Form (as an Employee)

    You may be asked to electronically sign documents in Performance Pro. You do not …

  • Viewing and/or printing current or historical appraisals

    Please note that the terminology used in this article is the default language. Yo…

  • Deleting Historical (Completed) Appraisals

    It is possible to delete an historical appraisal. It is very important to note th…

  • Canceling Employee Input to a Form

    During the time a Form is routed to an employee, the appraiser does not have the …

  • E-signing a Form as an Employee

    If you have been designated to sign a Form electronically, you may sign when the …

  • E-signing a Form as an Appraiser, Upline Manager, or Administrative User

    If you have been designated to sign a Form electronically, you may sign once the …

  • Uploading files to the Additional Documents tab

    External files (e.g., .doc, .xls, .pdf, etc.) may be uploaded and attached to an …

  • Viewing, editing, or printing an uploaded file

    From the main menu, under Employee Documents, click Performance History. Click on…

  • Deleting an uploaded file

    To delete an uploaded file: From the main menu, under Employee Documents, click P…

  • Viewing Current or Future Goals

    To view a Current or Future Goal: From the main menu, under Employee Documents, c…

  • Editing Current or Future Goals

    Please note that the terminology used in this article is the default language. Yo…

  • Deleting current or future Goals

    Please note that the terminology used in this article is the default language. Yo…

  • Copying a Goal from Current to Future or Vice Versa

    If you have created a Current Goal that needs to be postponed until the next revi…

  • Adding New Current or Future Goals (as an appraiser)

    To add a new Current or Future Goal: In the role selector, set your Role to Appra…

  • Adding a Goal Note

    Appraisers may enter Notes regarding the progress employees are making on their G…

  • Editing a Goal Note

    To edit a Goal Note: From the main menu, under Employee Documents, click Employee…

  • Deleting a Goal Note

    Appraisers may enter Notes regarding the progress employees are making on their G…

  • Appraiser Recording Goal Progress

    This feature gives users the ability to note the progress on a Goal throughout th…

  • Setting an Overall Goal Weight

    Setting an Overall Goal Weight During system setup, Administrative Users may esta…

  • Locking Details of a Goal

    Locking details of a Goal Administrators have the ability to lock different detai…

  • Adding a Note (as an employee)

    Adding a Note (as an employee) As an employee (in the employee role), you can tra…

  • Editing or deleting a Note (as an employee)

    To edit a Note: Make sure your role is set to Employee. From your Home Screen, in…

  • Setting Goals, Current or Future (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Setting Goals, Current or Future (as an employee)

    Your organization may have customized the terms Factor, Goal, Core Value, Employe…

  • Proposing edits to a Goal (as an employee)

    Employees have the ability to edit limited information on current Goals. This abi…

  • To review/edit/approve or decline proposed Goal edits from an employee

    Employees have the ability to edit limited information on current Goals. This abi…

  • Adding a Note (as an appraiser)

    The Notes feature in Performance Pro can be used throughout the year to help docu…

  • Initiating a Form (as an employee)

    Typically, Forms in Performance Pro are created by the appraiser and then sent to…

  • Administering a Goal to multiple recipients

    To administer a Goal to multiple employees, positions, Departments, Divisions, or…

  • Creating and deleting Goals in My Library

    Please note that the terminology used in this article is the default language. Yo…

  • Duplicating and editing Shared Goals in My Library

    Please note that the terminology used in this article is the default language. Yo…

  • Deleting a Goal assignment in My Library

    Please note that the terminology used in this article is the default language. Yo…

  • Sharing a Company Goal

    To share a Company Goal: (Administrative Users only) From the main menu, click Sy…

  • Un-sharing a Company Goal

    To “un-share” a Company Goal: (Administrative Users only) From the main menu, cli…

  • Sharing a Strategy

    To share a Strategy: (Administrative Users only) From the main menu, click System…

  • Un-sharing a Strategy

    To “un-share” a Strategy: (Administrative Users only) From the main menu, click S…

  • Sharing Company Goals or Strategies by Category

    To share Company Goals or Strategies by Category: (Administrative Users only) Fro…

  • Un-sharing Company Goals or Strategies by category

    To “un-share” Company Goals or Strategies by Category: From the main menu, click …

  • Using My Library to Assign Goals to Employees

    Please note that the terminology used in this article is the default language. Yo…

  • Linking and Un-Linking a Goal in My Library to/from a Strategy

    Administrative Users have access to the Goal Library. One of the features of the …

  • Using Performance Pro to Help Manage the Corrective Action Process

    Performance Pro contains great tools to help you manage the documentation of perf…

  • Check Ins

    Check Ins and Check In Alerts Providing informal and real-time feedback via regul…

  • Using Performance Pro to Keep Track of Employee Recognition

    Performance Pro provides several effective, easy-to-use tools to help you recogni…

  • Disagreeing with an appraisal or form

    What happens if an employee disagrees with something on their appraisal? What if …

  • Import Goals from Last Appraisal to Current Appraisal

    Please note that the terminology used in this article is the default language. Yo…

  • Viewing the Appraisal Edit History Report

    Appraisers If appraisers wish to see who in their upline has made edits to their …

  • Controlling what employees can view in Performance Pro

    There are several ways to control what employees can view within Performance Pro.…

  • Uncompleting an Appraisal

    Un-completing an appraisal (Administrative Users only) Un-completing an appraisal…

  • Viewing the Downline Edit History report

    If appraisers wish to see who in their upline has made edits to their employees’ …

  • Performing a Self-Appraisal

    Your organization may have customized the terms Factor, Goal, Core Value, Employe…

  • Evaluating Factors (as a multi-appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Evaluating Goals (as a multi-appraiser)

    Evaluate Goals (as a multi-appraiser) To evaluate Goals: In the role box change y…

  • Performing a Shared Appraisal

    Shared appraisals are completed the same way a Primary Appraiser completes the ev…

  • Allowing users to opt out of giving a Factor or Goal rating

    Enabling the Not Applicable feature lets an appraiser or employee opt out of givi…

  • Disabling or making self appraisals required or optional

    You can choose to disable the Self Appraisal feature, require it, or make it opti…

  • Evaluating Goals (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Entering Summary Comments (as an employee)

    Summary Comments (as an employee) Please note that the terminology used in this a…

  • Completing an appraisal for an appraiser who has left

    (Administrative Users only) Please note that the terminology used in this article…

  • Using the Compare Feature

    Please note that the terminology used in this article is the default language. Yo…

  • Understanding how the weighting works in Performance Pro

    How did I get the score on my appraisal? Performance Pro generates a mathematical…

  • Setting Goals, Current or Future (as an employee)

    Your organization may have customized the terms Factor, Goal, Core Value, Employe…

  • Step-by-Step Instructions to Complete an Appraisal as a Primary Appraiser

    You have been asked to provide input on an appraisal as a primary appraiser. If y…

  • Setting Goals, Current or Future (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Routing Not Required Feature

    There are several features in Performance Pro that enable routing to work in situ…

  • Bypass Routing Feature

    There are several features in Performance Pro that enable routing to work in situ…

  • Employee Recording Goal Progress

    This option, if activated in your system, allows you, as the employee, to notifiy…

  • Entering Summary Comments (as a multi-appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Step-by-Step Instructions to Complete an Appraisal as a Multi-Appraiser

    You have been asked to provide input on an appraisal as a multi-appraiser. If you…

  • Finishing an appraisal (as a multi-appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Entering Summary Comments (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Evaluating Factors (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Finishing an appraisal (as an appraiser)

    Please note that the terminology used in this article is the default language. Yo…

  • Evaluating Factors (as an employee)

    Your organization may have customized the terms Factor, Goal, Core Value, Employe…

  • Evaluating Goals (as an employee)

    Evaluate Goals (as an employee) To evaluate Goals: In the role box, make sure you…

  • Finishing an appraisal (as an employee)

    Please note that the terminology used in this article is the default language. Yo…

  • Performing an Ad Hoc Appraisal

    This feature allows you to perform an appraisal mid-year without the Goals cyclin…

  • Making Changes to a Completed Appraisal

    When an appraisal is marked Complete, it becomes an historical appraisal and is c…

  • Ratingless Reviews

    Please note that the terminology used in this article is the default language. Yo…

  • How to Re-open a Self-appraisal for Editing

    Please note that the terminology used in this article is the default language. Yo…

  • Viewing as another user

    Administrative Users only When an employee or appraiser calls you and has a quest…

  • Aliasing as another user

    Administrative Users have the ability to alias as another user within Performance…

  • Allowing appraisers to see employee self-appraisal scores prior to merging

    Please note that the terminology used in this article is the default language. Yo…

  • Disagreeing with an appraisal or form

    What happens if an employee disagrees with something on their appraisal? What if …

  • Read Only Appraisals

    Have you come across an appraisal screen that says Read Only and wondered what it…

  • Setting up a 90-day appraisal (or other similar time periods)

    Please note that the terminology used in this article is the default language. Yo…

  • Viewing the Appraisal Edit History Report

    Appraisers If appraisers wish to see who in their upline has made edits to their …

  • E-signing an Appraisal or Form (as an Employee)

    You may be asked to electronically sign documents in Performance Pro. You do not …

  • Positions Report

    (Administrative Users only) Performance Pro offers a simple Positions report that…

  • Working with Factors/Competencies and Positions

    Setting up and keeping your Factors (some organizations call them Competencies) a…

  • Cycle Status Report

    Performance Pro offers a Cycle Status report that will let you quickly see the st…

  • Completed Report

    Appraisal Reports Performance Pro offers several reports to help you manage the a…

  • Factors Report

    Performance Pro offers a Factors report that will display the Factor name, defini…

  • Editing Employee Information

    Once an employee is entered into Performance Pro, their information can be edited…

  • Deleting an Employee

    Warning!!!! Completing the steps below will permanently remove the user and all P…

  • HRIS Integration

    Performance Pro can be linked to the HRIS system BambooHR. When this is done Bamb…

  • Adding, Editing, Deleting, & Ordering Custom Fields

    Performance Pro allows you to add any number of additional employee information f…

  • Reinstating a terminated employee

    When you have an employee that has left the company, it is necessary to terminate…

  • Employee Data Change Log

    In some circumstances it may be helpful for administrators to have a way to monit…

  • Changing Appraisal and Cycle Dates

    Please note that the terminology used in this article is the default language. Yo…

  • Entering employee information on the Employee Data screen

    To add a new employee: From the main menu, click Manage Employees, then click Emp…

  • Changing an employee's position and appraiser (Administrative Users only)

    Please note that the terminology used in this article is the default language. Yo…

  • Setting the appraisal cycle

    Performance Pro allows you to set up a default Company-Wide Review, Employee Anni…

  • Customizing the Goal Level Rating Scale, Titles, and Descriptions

    Note: If Allow Sub-Factors is enabled on the Company Settings screen, Performance…

  • Activating Shared Appraisers

    In some instances you may have employees who report to more than one manager. The…

  • Enabling the Not Applicable Feature

    Enabling the Not Applicable feature lets an appraiser or employee opt out of givi…

  • Setting up the default appraisal view

    To set the Default Appraisal View: From the main menu, click System Setup, then c…

  • Viewing, Editing, and Deleting Comment Coaching Statements From Your System

    To aid managers in creating feedback for employees, Performance Pro includes comm…

  • Activating the Routing feature

    Activating the Routing feature When activated, the Routing feature allows apprais…

  • Customizing the Factor Level Rating Scale and Descriptions

    Note: If Allow Sub-Factors is enabled on the Company Settings screen, Factor Leve…

  • Customizing the Final Appraisal Score Description and Ranges

    You may establish how the final score is described and broken down by specifying …

  • Entering the number of Performance Levels

    Performance Pro allows companies to designate up to ten Performance Levels on whi…

  • Setting the appraisal frequency

    When the appraisal frequency is set, it will apply to all new employees entered i…

  • Setting up Overall Weights

    As part of the appraisal process, appraisers can weight an employee’s overall Fac…

  • Disabling or making self appraisals required or optional

    You can choose to disable the Self Appraisal feature, require it, or make it opti…

  • Activating the Downline feature

    Activating the Downline feature When users are marked as appraisers, they can eva…

  • Working with Company Goal categories in the Goal Library

    When utilizing content in the Goal Library, you have the option to organize the i…

  • Allowing scores lower than 1

    If you would like to allow scores lower than 1 (based on your increment levels) o…

  • Making changes to a Company Goal

    To make changes to a Company Goal: From the main menu, click SystemSetup, then cl…

  • Activating Allow Not Required for E-Signatures

    The Allow Not Required option is part of the E-Signature feature.  Enabling Allow…

  • Creating a new Company Goal

    To create a new Company Goal: From the main menu, click System Setup, then click …

  • The Goal Library (Administrative Users only)

    Goal Library Tab The Goal Library is an area of Performance Pro only available to…

  • Activating the Appraiser Form Deletion feature

    Selecting this feature will give your appraisers the ability to delete pending, n…

  • Deleting a Company Goal assignment

    Warning! Deleting a Company Goal assignment will delete the Goal from the employe…

  • Assigning a Company Goal to users

    Note: The Goal can be assigned to individual employee names, or to all employees …

  • Customizing Acknowledgements and RFM Notification

    Performance Pro also allows you to customize the text of the appraisal and Form a…

  • Deleting a Company Goal

    There may be instances when you need to delete a Company Goal. However, proceed w…

  • Allowing multiple comments and making comments a requirement

    Comments Required and Allow Multiple Comments If you would like to make comments …

  • Adding and editing Sub-Factors

    The Sub-Factors feature must first be enabled in System Setup, Company Settings. …

  • Enabling Allow Sub-Factors

    This feature allows you to set up Sub-Factors for your company Factors. Setting u…

  • Duplicating a Company Goal

    When creating new Company Goals, sometimes it may be quicker to duplicate an exis…

  • Adding new Comment Coaching statements to your system

    To aid managers in creating feedback for employees, Performance Pro includes comm…

  • Creating and editing Action Steps for a Company Goal

    To create Action Steps for a Company Goal: From the main menu, click System Setup…

  • Enable Requiring Future Goals

    If this feature is activated, users will be required to create Future Goals befor…

  • HRIS Integration

    Performance Pro can be linked to the HRIS system BambooHR. When this is done Bamb…

  • Enabling Set Goal Progress feature

    This feature will allow employees and appraisers to indicate progress on their as…

  • Entering or editing your organization's name

    Your company name, as you enter it on this screen, will appear on Forms, appraisa…

  • Activating the Avatar Feature

    This feature is optional, but when it is activated by the Administrative User, us…

  • Copying from the Master list of Company Goals to your Company Library

    Upon initial setup of your system, a copy of all Master Company Goals will automa…

  • Activating E-Signature

    For those who want a “paperless” system, activating the E-signature feature will …

  • Viewing Employees in Departments, Locations, & Divisions

    (Administrative Users only) Creating company units (Departments, Locations, and D…

  • Allowing users to opt out of giving a Factor or Goal rating

    Enabling the Not Applicable feature lets an appraiser or employee opt out of givi…

  • Customizing Ready for Meeting Terminology

    Performance Pro allows you to use terms and phrases for the appraisal process tha…

  • Tool Tips

    Tool-tips will display as you hover over certain options in the System Setup menu…

  • Customizing the Users section of the Home Screen

    If widgets were made available to the employee role on the Widget Admin tab, empl…

  • Activating the Shared Note feature

    Selecting this feature will allow a manager to share their Notes about their empl…

  • Adding, Editing, and Deleting Company Units

    Administrative Users have the option of creating Company Units that break the org…

  • Routing Group

    Routing Group is a company unit, the same as Department, Location, or Division. T…

  • Moving Employees to or from Company Units

    (Administrative Users only.) If you utilize Company Units in your system, employe…

  • Routing Not Required Feature

    There are several features in Performance Pro that enable routing to work in situ…

  • Bypass Routing Feature

    There are several features in Performance Pro that enable routing to work in situ…

  • Adding, Editing, Deleting, & Ordering Custom Fields

    Performance Pro allows you to add any number of additional employee information f…

  • Customizing terminology

    Performance Pro allows you to use terms and phrases for the appraisal process tha…

  • Custom Terms

    Performance Pro allows you to use terms and phrases for the appraisal process tha…

  • Handling Unusual Routing Situations

    There are several features in Performance Pro that enable routing to work in situ…

  • Setting up your Positions and Assigning Factors/Competencies to Positions (Administrative Users only)

    The Factors/Competencies included in an appraisal are based on the Position assig…

  • Sharing a Company Goal

    To share a Company Goal: (Administrative Users only) From the main menu, click Sy…

  • Un-sharing a Company Goal

    To “un-share” a Company Goal: (Administrative Users only) From the main menu, cli…

  • Sharing Company Goals or Strategies by Category

    To share Company Goals or Strategies by Category: (Administrative Users only) Fro…

  • Sharing a Strategy

    To share a Strategy: (Administrative Users only) From the main menu, click System…

  • Un-sharing Company Goals or Strategies by category

    To “un-share” Company Goals or Strategies by Category: From the main menu, click …

  • Uploading Job Descriptions and Linking to Positions

    Performance Pro includes over 200 master job descriptions. These can be copied to…

  • Making widgets available for assignment on home screens

    Widgets as they Appear on the Home Screen Widgets Available     The Widget Admin …

  • Adding and Removing Widgets To and From Home Screens

    Performance Pro allows Administrative Users great flexibility in customizing and …

  • Customizing Widgets

    Some widgets will allow you to set parameters determining what is displayed in th…

  • Hide and Show options

    Performance Pro allows you to customize what information is viewable to users. Th…

  • Creating a new Company Form Template (Administrative Users Only)

    Performance Pro allows you the flexibility of customizing our Master templates an…

  • Making changes to existing Forms in Form Builder

    Once you have created a Form, changes can be made to it at any time. To modify co…

  • Form Builder Tab

    Performance Pro allows you the flexibility of customizing our master templates an…

  • Activating My Library

    Administrative Users Only Please note that the terminology used in this article i…

  • The Factor Tab and Factor Information

    Performance Pro includes over 140 Factor templates. (Many organizations customize…

  • Renaming or editing Factors/Competencies

    To rename or edit a Factor: From the main menu, click System Setup, then click Co…

  • Copying Master Factors to Company Factor List

    When the system is first activated, a Company list of Factors (some organizations…

  • Setting up Factor categories

    You can organize your company Factors (some organizations refer to these as compe…

  • Creating a Factor from an existing Factor (duplicating)

    (Some organizations refer to factors as competencies.) Note: Duplicating a Factor…

  • Deleting or archiving a Factor

    There may be instances where you want to remove a Factor (some organizations refe…

  • Setting up Routing features

    The Routing feature allows appraisers to electronically send appraisals and Forms…

  • Setting up and Assigning Routing Paths

    (Administrative Users only) Please note that the terminology used in this article…

  • Setting up Action Steps options

    Setting goals with employees is a great way to keep them engaged and striving for…

  • How to disable e-mail notifications

    Performance Pro contains some hard-coded emails that cannot be disabled or turned…

  • Alerts Log

    Performance Pro utilizes e-mail alerts throughout the system to notify users of n…

  • Designating a user as an appraiser/removing appraiser rights

    Once basic employee information has been entered into the system, appraiser right…

  • Duplicating, printing, and deleting Company Forms

    To duplicate a company Form: From the main menu, click System Setup, then click C…

  • Working with Master Forms

    Performance Pro allows you the flexibility of customizing our master templates an…

  • Setting up E-mail Alerts for Appraisals

    Performance Pro allows various E-mail Alerts to be set up. These may include noti…

  • Setting up E-mail Alerts for Appraisals Needing Completion

    Performance Pro allows various E-mail Alerts to be set up. These may include noti…

  • Completion Past Due options

    Completion Past Due A Completion Past Due appraisal designation will allow Admini…

  • Setting up E-mail Alerts for Goals

    Performance Pro allows various E-mail Alerts to be set up. These may include noti…

  • Job Descriptions in Performance Pro

    Performance Pro includes over 200 master job descriptions. These can be copied to…

  • Allowing appraisers to see employee self-appraisal scores prior to merging

    Please note that the terminology used in this article is the default language. Yo…

  • The Position Configuration tab

    This component of Performance Pro allows you to set up your organization’s list o…

  • Working with Factors/Competencies and Positions

    Setting up and keeping your Factors (some organizations call them Competencies) a…

  • Setting up Ad Hoc appraisals

    This feature allows you to perform a new hire or mid-year appraisal without the G…

  • Setting up a 90-day appraisal (or other similar time periods)

    Please note that the terminology used in this article is the default language. Yo…

  • Integration of Performance Pro and BambooHR

    This document outlines the BambooHR to Performance Pro integration. When integrat…

  • Key Metrics Dashboard

    Key Metrics is an area on the home screen of Administrative Users that, when acti…

  • Activating Multi-Appraiser Mode

    The Multi-Appraiser feature allows you to assign up to 20 multi-appraisers to eva…

  • Appraisal Settings for Multi-Appraisers

    Please note that the terminology used in this article is the default language. Yo…

  • Assigning, Setting Up, or Deleting Multi-Appraisers (as a Primary Appraiser)

    Generally, Administrative Users will set up and assign multi-appraisers to evalua…

  • Creating and Assigning Multi-Appraiser Profiles

    What is a Profile? A Profile defines the rights for multi-appraisers and establis…

  • Designating and Assigning Multi-Appraisers (as an Administrative User)

    Please note that the terminology used in this article is the default language. Yo…

  • How to set up the Multi-Appraiser feature

    The multi-appraiser feature in Performance Pro allows you to assign up to 20 desi…

  • Giving Primary Appraisers Multi-Appraiser Assigning Rights

    Generally, Administrative Users will set up and assign multi-appraisers to evalua…

  • Duplicating a position

    Duplicating a position allows you to quickly create a new position based on an ex…

  • Renaming a position

    To rename a position: From the main menu, click System Setup, then click Content …

  • Deleting a position

    To delete a position: From the main menu, click System Setup, then click Content …

  • Assigning a position to a category

    You can organize your company Positions by placing them in categories. Doing so a…

  • Setting up Categories for your Positions

    You can organize your company Positions by placing them in categories. Doing so a…

  • Controlling what employees can view in Performance Pro

    There are several ways to control what employees can view within Performance Pro.…

  • Home Screen Tab

    Widgets displaying important tools and information appear on the Home Screen. Wid…

  • Changing Performance Levels

    Performance Pro's flexibility permits the use of different performance ratings, o…

  • How do Performance Levels adjust when you change their number?

    HR Performance Solutions provides full descriptions on five default Performance L…

  • Ad Hoc E-mail Alerts

    Most of the e-mail alerts that go through Performance Pro are standard, automated…

  • Date Format

    Performance Pro allows you to choose from two date formats: MM-DD-YYYY or DD-MM-Y…

  • Merit Increases - Merit Matrix

    This article covers the Administrative User's steps to customize the merit matrix…

  • Post Approval Lock/Unlock

    Note: Post Approval Lock applies to all appraisals, including non-default apprais…

  • Hide Next Appraisal

    If Hide Next Appraisal is activated, the automatically generated appraisal for th…

  • Adjust Merit Pay

    Please refer to Knowledgebase article Merit Increases-Merit Matrix for informatio…

  • Concurrent Appraisals

    The Concurrent Appraisals feature is the ability to add additional types of appra…

  • Employee Data-Appraisal Process Tab

    Please note that the terminology used in this article is the default language. Yo…

  • Activating Concurrent Appraisals

    Please note that the terminology used in this article is the default language. Yo…

  • Customizing the Name of the Default Appraisal

    Please note that the terminology used in this article is the default language. Yo…

  • Creating a New Appraisal Process (Concurrent Appraisals)

    Please note that the terminology used in this article is the default language. Yo…

  • Assigning, Editing, and Deleting Appraisal Process to/from Employee

    Please note that the terminology used in this article is the default language. Yo…

  • Editing, Duplicating, or Deleting Appraisal Processes

    Please note that the terminology used in this article is the default language. Yo…

  • Performing a Concurrent Appraisal

    Please note that the terminology used in this article is the default language. Yo…

  • Deactivate Appraisal Completion

    Deactivate Appraisal Completion This feature can be used to temporarily "freeze" …

  • Setting up a Welcome Message for your users

    The Administrative User can post messages which will appear on the Home screen fo…

  • Locking out Non-Admins

    Activating this feature will prevent entry into your system by all employees exce…

  • System Information

    You can view your current license information on the System Info tab. On this scr…

  • Deleting an Employee

    Warning!!!! Completing the steps below will permanently remove the user and all P…

  • How to Reset a Password and Unlock a User

    On occasion, users forget their passwords. They may use the "Forgot Password" fun…

  • Viewing User Counts, Licenses, and Expiration Date

    You can view your current license information on the System Information tab. On t…

  • Changing Your License Count

    If you need to change the number of licenses you have, click on Administration fr…

  • Setting up a Company Password

    When a new user is added to the system, the Administra­tive User must assign them…

  • Aliasing as another user

    Administrative Users have the ability to alias as another user within Performance…

  • Making changes to an employee's appraisal with the Alias feature

    Performance Pro includes an alias feature which allows Administrative Users to as…

  • Editing Employee Information

    Once an employee is entered into Performance Pro, their information can be edited…

  • Widget: Welcome Message

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Goals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Upcoming Appraisals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Upcoming

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Expired

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routed Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Peer Feedback

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Employee Job Description

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Company Files

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Appraisals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Goal Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Goals

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Inbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Routing Outbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Form Inbox

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Employee Notes

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Job Description

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overall Factor Rating

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Client Message

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Check Ins

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: Overdue Items

    A widget is an area on the home screen that displays important tools and informat…

  • Widget: To be signed

    A widget is an area on the home screen that displays important tools and informat…

  • Peer Feedback

    Peer Feedback Overview There are many circumstances where it may be appropriate f…

  • Customizing Widgets

    Some widgets will allow you to set parameters determining what is displayed in th…

  • Adding and Removing Widgets To and From Home Screens

    Performance Pro allows Administrative Users great flexibility in customizing and …

  • Making widgets available for assignment on home screens

    Widgets as they Appear on the Home Screen Widgets Available     The Widget Admin …

  • Home Screen Tab

    Widgets displaying important tools and information appear on the Home Screen. Wid…

  • Customizing the Users section of the Home Screen

    If widgets were made available to the employee role on the Widget Admin tab, empl…