HR Performance Solutions Knowledge Base

  • Uploading files to the Additional Documents tab

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

  • 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…

  • 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 …

  • Deleting an uploaded file

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

  • Viewing, editing, or printing an uploaded file

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

  • Activating the Appraiser Form Deletion feature

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

  • Canceling Employee Input to a Form

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

  • Viewing, editing, or printing an existing Note

    To view, edit, or print an existing Note: From the main menu, under Employee Docu…

  • Viewing the Routing History and Notes of Routed Items (Appraisals or Forms)

    Forms and Notes are stored and accessed from the main menu, under Employee Docume…

  • Adding a new Form as an appraiser

    To add a new form: From the main menu, under Employee Documents, click Performanc…

  • 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…

  • Making Changes to a Completed Appraisal

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

  • Editing Historical (Completed) Appraisals

    Once an appraisal has been marked Complete, it is read-only.  However, there may …

  • Peer Feedback

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

  • Routing a Form

    To route a Form (if Routing is activated): From the main menu, under Employee Doc…

  • Adding a Note to a Routed Item (Appraisal or Form)

    If Routing Notes have been enabled, prior to assigning a response, you may add a …

  • Reviewing edits made to Forms you routed

    If an appraiser routes a Form to another user for approval, and the user routed t…

  • Sending a Form to an Employee for Comments

    When Forms are designed, each field is set up to be filled by either the appraise…

  • Canceling a Currently Routed Form

    When a Form has been created, it can (or if routing is required, it must) be rout…

  • Deleting Forms from Performance History

    This is a permanent action.  Remember that this permanently deletes the documenta…

  • Changing the status of a Form from Complete to Pending

    As an Administrative User, there may be times you will need to back a Form out of…

  • Creating a New Note (as an appraiser)

    Creating a new Note (as an appraiser) It is important to document the performance…

  • Deleting an Existing Note

    Remember that this permanently deletes the documentation! Note: There are three d…

  • Accessing Performance History (as an appraiser)

    To access Performance History as an Appraiser: In the role selector box, make sur…

  • Viewing, Editing, or Printing Forms

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

  • 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 …

  • 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.…

  • Editing Current or Future Goals

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

  • Viewing Current or Future Goals

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

  • Synchronizing a Goal

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

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

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

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

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

  • 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…

  • Administering a Goal to multiple recipients

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

  • Deleting a Goal assignment 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…

  • Creating and deleting Goals in My Library

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

  • 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 …

  • Goal Management/Check In Tools

    Performance Pro provides several automated tools which can help managers and empl…

  • Import Goals from Last Appraisal to Current Appraisal

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