What are pass-ups and pass-across'?
Pass-ups and pass-across' are a powerful feature within Perform & Engage 365 that allow managers to shine a light on the great work their team is doing, or challenges that are hampering the team.
They are a way for your senior leaders and other members of the organisation to see very quickly, in near real-time the key pieces of information that are shaping employee engagement and performance within your organisation.
It is good practice to use the pass-up/pass-across feature often when you feel a piece of feedback should be shared across or up your organisational hierarchy. Not only does it help keep everyone informed but it is a great way to show that you are listening to what your team are telling you.
How do they work?
When reviewing any employee’s Perform & Engage 365 check-in, you have the option to pass-up or pass-across any specific response by selecting the pass-up/pass-across icon (curved arrow).
Pass-Up
- Sharing a piece of feedback with your own manager by adding the response to your own personal check-in.
- Managers can click to pass up various items from their team check-ins and then choose to include or remove them from their own check-in prior to submitting.
Selecting the pass-up means taking that piece of feedback and adding it to the end of your own check-in under a section called ‘Passed up responses from my team’. You are free to remove any of these from your Perform & Engage 365 check-in, should you wish, before submitting.
Once you submit your own Perform & Engage 365 check-in with passed up comments attached, two things happen:
- Those comments go up to your manager within Perform & Engage 365 who can then choose to pass them further up again.
- The employee whose comment you just passed up gets a notification via email or Teams, stating that the feedback has been selected for passing up.
Pass-Across
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- Sharing a piece of feedback with someone else within your organisation
- Shares the response as a notification to another individual to highlight something specific to them without them accessing the check-in as a whole
- Does not appear in your own check-in
Selecting the pass-across means taking that piece of feedback and highlighting/sending it across to someone else in Perform & Engage 365. The person receiving the pass across will receive a notification and can view the shared response. The employee will also be notified of the shared response.