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Basic Manager Quick Start Guide
Getting started as a manager? We've got a quick guide to the ins and outs of Perform!
Note: This quick start guide does not include information on 360-Rater Feedback or Setting Goals for Employees for ease of use. Click here for the Manager Quick Start Guide with all the bells and whistles!
Enroll in the eLearning course here scroll down to learn more!
Taking a Note on an Employee
From your list of Direct Reports, locate the employee you'd like to take notes on. From the Action column, click on the arrow next to Set Goals and select Take Notes.
Enter your note and select a privacy setting to determine if the note is visible to the employee. You also can associate the note with a specific element from the review document. The note will be categorized under General Notes if no association is selected. Make sure to select Add this Note once complete to save!
You can also click "Set Goals" in the Action column if you'd like to add those notes within a fuller view of the Goals and Notes tab.
Add Measurements to a Review
From your list of Direct Reports, locate the employee you'd like to add a measurement for. From the Action column, click on Set Goals.
Note: If the employee's review is in scoring, this button will read Score Review. Select the Goals and Notes tab in the employee's review hub timeline.
From your list of Direct Reports, locate the employee. From the Action column, click on Score Review.
Enter the measurement details - only the Measurement Title is a required field. Once complete, click on Save. As the measurement is completed, you or the employee can edit and adjust the "Percent Complete" as needed.
Pro Tip: Keep yourself accountable with email reminders! Add an email reminder to your measurement by clicking Add Email Reminder. You can then choose when you would like the email reminder to be sent and to
You'll be sent to the Manager Review tab within their timeline.
You can see the progress here, including the employee's self-review (if applicable). You also can override the self-review, which will remove the request for the employee to complete it.
Use the Rating Scale to choose a score for each competency. You will also see how the employee has rated themselves if they have completed their self-review and any comments.
When you've completed the review, scroll to the top of the window, and it will reflect Scoring Complete in green across the top and the score in the upper righthand corner.
Click on the Approval tab from the top of their review.
If applicable, choose or view who the review will be routed - this step can vary depending on your organization's set process.
You can leave a note for any approvers in the Approver Guidance box - all approvers will receive this message as an email notification.
Click Send for Approval once complete.
Note: All approvers will see all submitted information, including employee, manager, and 360-rater feedback. Approvers can approve & reject reviews, as well as leave comments.
If you've chosen the wrong route for approval, use the Cancel Approval option.
Archive a Review
Once the review has been completed, you can Archive it (this depends on if your company has set reviews to auto-archive upon approval completion). From your list of Direct Reports, locate the employee. From the Action column, click on Review & Archive. You can only complete this step once a review has completed all required steps.
This will take you to the Archive tab in the Review Hub. Click Archive Review to finalize the archival!
Depending on your organization's settings, measurements and goals may carry over to the employee's following review. If not, you can manually edit this on the following review.