This article covers the basics of getting started with your Free Trial.
- Video overview
- Free Trial basics
- What is Perform & Engage 365
- Perform & Engage 365 platform features
- Orientation: Getting familiar with Perform & Engage 365
- Step 1: Adding users to your Free Trial
- Step 2: The Check-in
- Step 3: Goals or OKRs
If at any point you'd like to have a 1:1 walk through, head to our website, where you can book a time that suits you.
Video overview
Watch this 3-minute video to see how easy it is to set up your Free Trial for success.
Free Trial basics
Your Free Trial is for a period of 21 days (unless otherwise agreed). Your trial data will be archived 7 days after your Free Trial ends.
Up to 5 users can trial Perform & Engage 365 Connect2 (our employee engagement platform) and up to 10 users can trial Perform & Engage 365 Momentum (our complete performance and engagement platform). If you'd like to add more users or run the trial for longer, email your sales rep to enquire about a paid pilot.
If you need any support during your trial period, contact your sales rep or create a support ticket. Make sure you say that you're currently running a Free Trial.
What is Perform & Engage 365?
Perform & Engage 365 is a performance management and employee engagement platform It helps you move away from traditional performance reviews and one-off engagement surveys to more regular, meaningful conversations.
It uses a light touch digital employee check-in to encourage managers and their employees to share feedback more regularly. This leads to better, more effective conversations. The result? Employees get feedback more often on their progress and managers know how their people are performing without time-sapping update meetings. All this feedback can be used to populate performance review agendas so it reduces prep work by 90% as well.
There's some really clever AI insights on top of that too around employee sentiment and engagement based off of check-in contexts too.
It's available in platforms you might already use like Microsoft Teams, so there’s no need to implement a whole new system.
Perform & Engage 365 platform features
The Perform & Engage 365 platform includes tool to support:
Performance Management
- The Perform & Engage 365 check-in
- Self reflection
- Direct Feedback
- 360-degree feedback
- Performance Conversations including, but not limited to:
- onboarding and probation reviews
- monthly reviews
- quarterly reviews
- annual reviews
- ad-hoc reviews
- 1:1s
- Goal-setting: SMART goals, OKRs and Hybrid Goals
- Talent management and Succession planning
- Training records
Employee Engagement
- The Perform & Engage 365 check-in
- Two-way feedback
- Employee recognition
- Employee visibility
- 360-degree feedback
- Engagement and pulse surveys
- People analytics
Integrations
- Microsoft Teams
- Microsoft Outlook
- Microsoft 365
- Microsoft Entra ID (formerly known as Azure Active Directory)
- Microsoft Viva
Orientation: Getting familiar with Perform & Engage 365
👉 Read this article for a high-level orientation of the Perform & Engage 365 platform.
We'll walk you through accessing and setting up Perform & Engage 365 to get you started using Check-ins, OKRs and Performance Reviews in Perform & Engage 365.
Log into your Perform & Engage 365 Free Trial
To log into your Perform & Engage 365 account, visit https://pro.weekly10.net/.
If you signed up to your Free Trial using your Microsoft credentials, sign in via the Sign in with Microsoft button. If you signed up using your email and password, complete those details instead.
Note: If you would like to convert your Free Trial from email/username to Microsoft, reach out to your sales rep.
While we're fully integrated into Microsoft Teams from a user and manager perspective, Admin-only features and functionality only work on the web platform of Perform & Engage 365.
👉 Read this article to learn how to add Perform & Engage 365 to Microsoft Teams
Step 1: Adding Free Trial users
Adding users to your Free Trial
Your Free Trial users can only be added manually:
- Head to the ‘Organisation’ tab in the main Perform & Engage 365 menu bar
- From here, select the ‘Manage’ tab in the secondary menu bar
- Once selected, this will open up the ‘User Management’ screen allowing you to see all users by clicking through the team structures.
- At the bottom of this, you will see the option to add new users. Select this blue button to open the user creation window
- Input the first name, last name and email address for each new user
- Click create
- You now need to add the user into the right manager team. Search for the manager and click on their team icon
- Type in your new user name where it says select person at the bottom of the manager team
- Select the newly created user from the drop down and click "move user to this team'
- The user will then be added and report to the manager of that team
- Next you can also assign a department group to the new user by hovering over the department column and clicking edit icon.
- Select the departments from your available options (users can have up to 4 assigned department groups)
Enable and invite new users via email
If you chose not to automatically enable new users when creating them you will now have the option to manually enable them. This will then send out a direct welcome to Perform & Engage 365 email invite to the user.
- Simply select the activate user option
Step 2: Setting up The Check-in
We've already set up The Check-in for you as part of your Free Trial set-up wizard.
The check-in is the heart of the platform, everything hinges off this. So it’s important to set this up correctly.
The check-in is a mini-pulse survey that gets sent to your people each week to complete. They spend 10- minutes completing the survey which then gets sent to their manager.
Unlike big engagement surveys, check-in questions can be personalised right down to the individual level. This means employees are only asked questions that are relevant to them, and they don’t feel like just a number.
You can also set different cadences for each questions to appear. For example you may want to ask “what’s the biggest achievement this week” every week, but “Who is this month’s superstar” once a month. You can do that.
Adding more questions to The Check-in
You can create your own questions or use a selection from our carefully curated library. We recommend asking no more than 7 questions in each check-in:
- 3-5 company level questions
- 1-3 department level questions
- 1-2 team level questions
👉 Read this article to create organisation level questions for the Perform & Engage 365 check-in
👉 Read this article to select questions from our scientifically-curated Question Library
Change check-in frequency and day
To adjust the frequency of the Perform & Engage 365 check-in for your entire organisation
- Go to the organisation tab
- Click Questions to open up the org questions dashboard.
- Click to view the ‘All Employees’ tab. The current frequency details for all employees will be shown.
- Click the edit icon to the right of this statement.
- Click update to finish
From here you can choose the cadence of your company’s Perform & Engage 365 check-in and the specific day.
You can also choose the starting date for the frequency and the time zone for the due notifications to be sent. You will also find an option to apply these changes across the entire organisation. Select the checkbox for this option.
The Check-in Dashboard
It's important to see who is (and who isn't) completing their check-ins. This includes which managers are reviewing and giving feedback to their teams. Without manager buy-in, employees may feel disengaged.
Your data dashboard is found under the ‘Organisation’ tab within Perform & Engage 365.
From this page you can:
- View members of your organisation
- View sentiment overview data
- Access detailed sentiment data
- View check-in participation data
- View employee engagement score data and access further insights
- Review current organisation-wide questions
- Access any open review cycles
- View employee recognition feed
👉 Read this article to deep dive into question responses
👉 Read this article to see how people are using their check-ins
Step 3: Add Goals or OKRs to The check-in
Goals or OKRs automatically append themselves to the person's check-in, keeping their goals front of mind each time they check-in. They don't have to update them each time, but just having them there is a great reminder on what's important and a priority.
Note: You can only use one goal-setting framework at a time (Goals, OKR or Hybrid).
Set Goals or OKRs at an organisation or department level
- Head to the ‘Organisation’ tab on the main Perform & Engage 365 menu bar.
- From here, select the ‘Goals’ or ‘OKRs’ tab on the secondary menu.
- By default, all Goals or OKRs set at an organisational level are visible here. However, you can change this view using the ‘Scope’ option in the top right to cycle through views for the organisation, departments, teams, your own team and personal goals.
- Select the ‘+ Add Goal’ button to launch the goal creation window.
- Here you can add all the required detail for your SMART Goal or OKR.
It's now time to add personal goals or align personal OKRs to the organisational level OKRs.
👉 Read this article to learn how to create personal goals
👉 Read this article to learn how to create and align personal OKRs