Just purchased Performance Management and unsure where to start? Read on to learn the essentials and explore what's included in this feature!
What is the Performance Management Feature?
The Performance Management feature streamlines the performance review process for your company, allowing you to tailor it to your specific needs. With this tool, you can easily create and customize review templates, manage ongoing reviews, and track employee performance over time.
You’ll also have the ability to view past 1-on-1 meetings, access detailed performance history, and generate reports to gain valuable insights into your team's progress.
Once you have your Performance Management Module activated, you can access it from your Company Home Page or from your navigation tabs on the left side of your screen.
Overview Tab
Upon entering the module, you will land on the "Overview" Tab. Here, you can easily view the Performance Reviews assigned to you, along with a snapshot of Active Reviews and Scheduled Reviews. By hovering over the markers associated with each review instance, you can quickly see the status of your reviews, including how many have been started, completed, and remain incomplete.
Goals
Designed to help organizations efficiently set, track, and manage individual goals. Employees and managers can easily set and manage goals here. This page allows you to view a comprehensive list of your goals and employee's goals, complete with due dates, a progress bar showing percentage status, and the option to archive goals using the ellipses(...) button.
To learn more about Performance Goals and how to manage them click here.
Reviews
You can navigate to the "Reviews" tab, where you will find your Performance Review Templates organized for easy access. By hovering over the markers associated with each review instance, you can quickly see the status of your reviews, including the number that have been started, completed, and those that remain incomplete. Additionally, you can initiate reviews for your employees by selecting the blue "Start Review" button located in the top right corner of your screen or by using the ellipses button for further options.
To learn more about initiating a review for team member click here.
1-on-1 Tab
The next tab that you can view is your "1-on-1s". Here you can view your team members and the last "1-on-1" meeting activity. As a Full Access Admin, You can filter this view to display all team members or just your direct reports. To delve deeper into an team member's profile click "View" this will take you to the employee's timeline to access their employment history.
To learn more about logging 1-on-1 meetings click here.
Timeline Tab
The "Timelines" Tab provides a comprehensive overview of your employees, highlighting their most recent activities. By selecting an individual employee, you can explore their employment history, which includes details about past reviews any changes in their job titles and more.
To learn more about Team Member timelines click here
Performance Reports
The next tab available in your Performance Management Module is "Reports." In this section, you will have the opportunity to create and access your Review Reports effectively.
For a guide on Performance Management Reports, click here.
Templates
The last tab that you can access is your "Templates" tab. This is where you create & edit all of your performance review templates. To create a new template, simply hit the "New Review" button in the top right of your screen.
You can start Reviews for your employees from this screen as well by clicking the blue "Start" button next to your desired Template.
Check out our help article on Creating a Performance Review Template here
Check out this video for a visual of the Performance Management App
Now that you've covered the basics of your Performance Management App, be sure to check out our additional help articles on this feature for more information!
If you need help activating this feature, contact our support team to upgrade your account or check this help article.
For additional questions, please reach out to help@goco.io. Happy Reviewing! ✅
Updated 9.13.24