HR Performance Solutions Knowledge Base

  • Evaluating Factors (as a multi-appraiser)

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

  • Using the Compare Feature

    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 Factors (as an 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…

  • Evaluating Goals (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…

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

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

  • Setting up Action Steps options

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

  • Rating Action Steps

    By default, Action Steps are not required as part of the goal evaluation process.…

  • Entering Summary Comments (as an employee)

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

  • Adding, Editing, Deleting, or Ordering Summary Fields

    Administrative Users may add summary fields that are included and populated at th…

  • Completing an appraisal for an appraiser who has left

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

  • Uncompleting an Appraisal

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

  • Customizing Ready for Meeting Terminology

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

  • Responding to a Routed Item (Appraiser/Admin)

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

  • Routing an Appraisal (Appraiser or Admin)

    Appraisals may need to be sent up the chain of command or to Administrative Users…

  • Force completing an appraisal

    (Administrative Users only) Why would you force complete an appraisal? If an empl…

  • Making edits to a routed-merged appraisal

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

  • Stopping a Route in Progress (Appraisal)

    In some circumstances, you may find that it is necessary to stop a route. Perhaps…

  • Un-Merging an Appraisal

    To un-merge an appraisal (Administrative Users only): From the main menu, click A…

  • Read Only Appraisals

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

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

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