Implementation Checklist for Champions Here’s a handy checklist for getting a power user like you going with . You can also download a PDF version of this document if you’d like. Send Welcome Email and Training […]
Implementation Checklist for People Managers Here’s a handy checklist for getting you started with . Dashboard Accessible? Ensure you and all direct reports are able to access their dashboard view. Review Coaching Items Review coaching […]
Implementation Training – Part 1 For the sake of this training keep in mind only fill in the required fields when creating your Users.(First Name, Last Name, & Email address) A hire date is required […]
Implementation Training – Part 2 – Implementation Team Training – Supervisors/Employees Part 2 – Create Remaining Users Create eight Supervisors – 2 Sales Supervisor (Job Title) – each reporting to your first Sales Managers 2 […]
Implementation Training – Part 3 Create Feedback and Objective Categories Objective Categories Role Accounting Marketing Admin Customer Service Sales HR IT Operations Individual Reporting Sales Calls Skills Enhancement Team Business Development Training Feedback […]
Implementation Training – Part 4 Now you are ready to create actual Objectives and actual Feedback for your users.I included examples, feel free to be creative with your own. Add Objectives Two For each Role […]
Implementation Training – Part 5 Implementation Team Training –Bulk Updates Now we will fill in the missing fields from user setup – Phone, Birthday, Department, Gender, Job Title, Generation, Region, and Work Type. For your […]
Implementation Training – Part 6 For this part of your training, you will actually score your employees. You will login to each person who has direct reports starting with the CEO down to your Supervisors. […]
Implementation Training – Part 7 2. Performance TabSelect The employee you would like to Review and Select the Period for the Review You will now be on the Performance tab. Here you can view their […]