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Performance Management

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Move the overview section to the end of an appraisal, instead of being the first tab.

Our employees find it confusing why the overview of the performance appraisal is at the start. This would make more sense to move to the end so both employees and managers can reflect on the overall performance.
Jack Phillips 5 months ago in Performance Management 2

Add warning in performance

The system lets you update the settings for Performance but it won't work retroactively and it has created some issues when adding new tabs.
Martina Borni 12 days ago in Performance Management 0

Performance Reviews - Allow Admin to better tailor this to fit into the organisation

Over half our employees are factory/warehouse based with limited IT access. We wish to explore a way to make this more Manager oriented in terms of completing it themselves. i.e. removing the employee input section where required. We wish to decid...
Gary Devine about 1 year ago in Performance Management 0 Added to Product Backlog

Allow formatting on Performance Review design

The current performance management format is not ver end-user friendly. The text that goes in for each question is bigger and black bold than the font used for each heading. See attached screenshot. There was talk of overhauling this whole section...
Guest 4 months ago in Performance Management 0

Allow goals to be set outside of a performance review and to be printed to PDF

We use goals to set annual objectives but as you can't go into goals unless you have either a current or old review colleagues who are new can't do this without setting up a review which is confusing. They should be able to access Goals without go...
Kim Canterford about 1 month ago in Performance Management 0

Appraisal reminder dates in the tasklist to be from the appraisal date set not just 'repeat' every 365 days,

It would be more useful for the reminders in the task list for appraisals due to be actually from the dates set on the appraisal forms for each individual. Or to be set as a reminder like birthdays so you get the alert set amount of days before th...
Sarah Smith 5 months ago in Performance Management 0

Ability to amend performance review once live

Employees should be able to be added or removed from a review once it's live - there is a tick box which says 'Select this option if this is an on-going performance review that you would like to assign on a case-by-case basis' but it doesn't allow...
Anne-Marie Howard 11 months ago in Performance Management 1

Logbooks: Being able to embed a link in a logbook template

When creating a logbook template, e.g. 1:1 logbook, it would be very useful to be able to embed links into these, for example in the 1:1 logbook I want to embed a link to our company skills matrix so that managers can update this during the 1:1 me...
Guest 7 months ago in Performance Management 1 Open for Voting

Allow exporting of notes to word documents

At the moment when we use the notes for a 1-2-1 review if i create a query to view all the notes it will only allow me to export to excel or CSV which is no good. Please could we be able to export to word for easy reading
Guest 5 months ago in Admin / Performance Management 0

Performance Review - allow change of completion date

Please allow for change of completion date in Performance reviews that have already been started by individual employees. This is not currently possible without deleting individual employee's reviews and can be cumbersome and detract from the aim ...
Emma Wood 8 months ago in Performance Management 0