Getting started

Introducing Perform & Engage 365

• An introduction to Perform & Engage 365
• What is a weekly check-in?

Rolling out Perform & Engage 365 to your organisation

• Email template: Exec team roll out
• Rollout Guide
• Email template: Manager roll out
• Email template: Employee roll out

Getting Started for Admins

• Welcome to Perform & Engage 365 admins
• Setting up hybrid goals in Perform & Engage 365
• How to create check-in questions
• Perform & Engage 365 orientation for admins
• What are the Admin Roles within Perform & Engage 365?
• Accessing your Perform & Engage 365 profile page

See all 7 articles

Getting Started for Managers

• Welcome to Perform & Engage 365 managers!
• Perform & Engage 365 orientation for managers
• Creating check-in questions for your team
• How to set personal questions for individual employees
• Reviewing your employee's Perform & Engage 365 check-in
• Reviewing past Perform & Engage 365 check-ins

Getting Started for Employees

• Welcome to Perform & Engage 365
• Perform & Engage 365 orientation for employees
• Exploring user settings 
• How do I know when my Perform & Engage 365 check-in is due?
• Completing your Perform & Engage 365 check-in
• Setting yourself as out of office or on vacation

Getting Started with your Free Trial

• Getting Started with your Free Trial

Perform & Engage 365 dashboards

• The 'Me' dashboard
• The 'My Team' dashboard
• The 'Organisation' dashboard

Managing users

• Adding new administrators (Admins only)
• Perform & Engage 365 Admins: Adding Perform & Engage 365 users
• How to add department level admin permissions for certain users
• Moving employees into new teams
• Pausing employee accounts
• How to archive an employee

Managing departments

• Assigning and Adjusting Departments to Users
• How to set up department groups

Managing teams

• Creating additional teams
• Checking your team members are all set (Managers)

Managing check-ins

• Change the day and frequency of your team’s Perform & Engage 365 check-in
• Scheduling your organisation’s first Perform & Engage 365 check-in (Admins only)
• Using and creating tags

Managing questions

• Creating organisation level check-in questions for your first Perform & Engage 365 check-in
• What are the different types of Perform & Engage 365 check-in questions
• Viewing your Team’s question history
• Question requirements for 10Pulse

Managing goals and OKRs

• The difference between Objective and Key Results (OKRs) and Goals, and when to use them
• How to add Goals or OKRs to the Perform & Engage 365 check-in (Admins only)

Miscellaneous

• Using AppSource to sign-up to Perform & Engage 365
• How to review response history to a question
• Accessing a team member’s profile page
• Managing your team’s participation in Perform & Engage 365
• How to send and request ad hoc feedback
• What are pass-ups/pass-accross' and how do they work?