Perform & Engage 365 empowers leadership, managers and employees to drive positive engagement across the business, improve performance management processes and help build a better workplace culture, starting with a simple 10-minute employee check-in.
As an admin user, your role is vital in ensuring your organisation benefits from Perform & Engage 365.
To help you get off to a flying start, here's a comprehensive rollout guide which you should read first: Rollout guide for Perform & Engage 365 admins
Once you are set up and ready for your rollout, there are a number of quick reference topics below that will help all admins “hit the ground running” with Perform & Engage 365
Once you’ve read the rollout guide, you will want to learn about navigating your way around Perform & Engage 365:
1. Your Perform & Engage 365 Profile
3. The ‘Organisation’ dashboard
Next, you will want to learn about the basics of the Perform & Engage 365 check-in:
1. What is the Perform & Engage 365 check-in
3. Creating check-in questions for your organisation
4. Changing the check-in day or frequency for your organisation
Once you’re happy with the basics, here’s some more advanced check-in stuff:
1. Accessing an employee’s profile page
5. Viewing participation rates
After the check-in, comes goals (skip if using OKRs instead or none):
1. Getting started with goals in Perform & Engage 365
2. Creating more organisation goals
3. Creating goals for individual employees
4. Completing or archiving goals
Or OKRs!
1. What are OKRs in Perform & Engage 365
2. Creating more organisation OKRs
3. Creating OKRs for individual employees
4. Completing or archiving OKRs
And here are some useful additional resources:
1. Running performance conversations in Perform & Engage 365
2. Talent mapping in Perform & Engage 365
3. How Perform & Engage 365 helps to improve employee engagement
4. 5 things feedback needs to impact employee engagement
5. How employee recognition impacts employee engagement
If you have any questions, explore the Help Center, contact your named Perform & Engage 365 Customer Support Partner, or create a support ticket.