Performance & Management Module: Complete guide for employees
A ready-to-share, editable Word guide that shows employees and managers how to use Performance and Growth, from setting goals and giving feedback to running 1:1 meetings and completing performance reviews. Tailor it to your organization and share it with your people alongside the help videos.
This user guide is designed for you to share with the employees and managers in your organization. It walks them through each area of Performance and Growth, with annotated screenshots and step-by-step instructions:
- Navigating the module and the dashboard
- Creating goals and updating progress
- Team Goals (for managers)
- Giving, requesting and responding to feedback
- Scheduling and completing 1:1 meetings
- Completing a self-assessment, the manager review, and acknowledging a completed review
- A quick reference of review statuses, the rating scale and FAQs
The guide covers the end-user experience only. It doesn't include admin areas such as review cycles, assessment templates or reports.
Before you share it: the guide is a Word document, so you can edit it to suit your organization. Replace the placeholders in square brackets, such as your organization name and HR contact details, and add links to the help videos or your own intranet pages. Screenshots show example
Click here to download the guide.