Quick Setup

Client Success Framework
Before you configure your portal, we encourage all administrators to take a look at our client success framework. This framework includes many essential resources to guide you every step of the way.

Performance Review Process

In each round of performance reviews, there are three phases: Goal Setting, Self-Review, Manager Review. Goal Setting feeds into the Self-Review and the Manager Review. These three stages can be completed, submitted and unsubmited. Managers and employees have the ability to unsubmit reviews to add or change goals, or modify competency scoring or comments.

  • Goal Setting – Managers work with their direct reports to input goals, then managers approve the Goals that will form the basis for rating their team. Competencies are already set by admins.
  • Self-Review - Employees rate themselves on the Goals and Competencies.
  • Manager Review - Managers rate their team and have the ability to see the ratings and comments that were submitted by employees during the self-review process.

Here's what you'll need to quickly set up Growth Edition! It's suggested to use the following steps to get started using Growth Edition.

  1. Select Content Template
  2. Configure Roles
  3. Set up Content Library
  4. Configure Rating Scale
  5. Configure Overall Score
  6. Manage People
  7. Configure 360 Feedback
  8. Scheduling Reviews

Quick Setup