Company Name

To enter or edit your Company Name:

1. From the main menu, click System Setup, then click Company Settings.
2. Insert your cursor in the Company Name field and type your company’s name. (This field is mandatory.)
3. Click Save on the toolbar.

Performance Levels

Warning

The number of Performance Levels should be determined during the initial setup before appraisals are in process.  If you wish to change this setting after you have begun using the system, it is highly recommended that you wait until all current appraisals are completed. Once there are no appraisals in process, this setting may be adjusted without affecting pending documents.

To enter the number of Performance Levels:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Performance Levels dropdown list, click the down arrow and select the number of Performance Levels appropriate to your organization. 
3. Click Save on the toolbar.

Allow Scores Lower Than 1

If you would like to allow scores lower than 1 (based on your increment levels), click in the Allow Scores Lower than 1 box. If not selected, the lowest possible score in your system will be a 1.

Appraisal Frequency

To set the Appraisal Frequency:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Appraisal Frequency dropdown list, click the down arrow and select the frequency (Monthly, Quarterly, Semi-Annually, Annually, or Custom) that applies to your organization.
3. Click Save on the toolbar.

Appraisal Cycle

To set the Appraisal Cycle:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Appraisal Cycle dropdown list, click the down arrow and select the cycle (Anniversary, Company-Wide Review, or Custom) that applies.
3. Click Save on the toolbar.

Comments Required and Allow Multiple Comments

To enable and set options for Comments:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Comments Required box.
3. Employee, Appraiser, and Multi-Appraiser options will appear. Click the box next to the groups you would like to have this requirement.
4. Click in the Allow Multiple Comments box if you would like users to be able to make multiple comments on the same Factor and/or Goal.
5. Click Save on the toolbar.

Rate Action Steps

To enable Rate Action Steps:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Rate Action Steps box.  This will enable the feature.
3. To force users to rate Action Steps, click in the Require Rate Action Steps box.
4. To prohibit users from overriding the suggested score for a Goal, click in the Prohibit Override box.
5. Click Save on the toolbar.

Allow Sub-Factors

To enable Sub-Factors:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Allow Sub-Factors box.  This will enable the feature.
3. To force users to rate Sub-Factors, click in the Require Rate Sub-Factors box.
4. To prohibit users from overriding the suggested score for a Factor, click in the Prohibit Override box.

Completion Past Due Notification

To enable Completion Past Due Notification:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Completion Past Due box.
3. Click Save on the toolbar.

Set Goal Progress

To enable Set Goal Progress:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Set Goal Progress box.
3. Click Save on the toolbar.

Require Future Goals

To enable Require Future Goals:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Require Future Goals box.
3. Employee, Appraiser, and Multi-Appraiser options will appear.  Click the box next to the groups you would like to have this requirement during the appraisal process.
4. Click Save on the toolbar.

Ad Hoc Appraisals

To enable Ad Hoc Appraisals:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Ad Hoc Appraisals box.
3. Click Save on the toolbar.

Not Applicable

To enable Not Applicable:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Not Applicable box.
3. Employee and Appraiser options will appear. Click the box next to the groups you would like to have this option. (Multi-Appraiser options are setup on the System Setup, Multi-Appraiser Setup screen.)
4. Click Save on the toolbar.

Default Appraisal View

To set the Default Appraisal View:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Default Appraisal View dropdown list, click the down arrow and select either Snapshot (least information), Simple, or Full (most information).
3. Click Save on the toolbar.

Self Evaluation                

To set up or disable Self Evaluation:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Self Appraisal dropdown list, click the down arrow and select either Disabled, Required, or Optional.
3. Click in the Allow Appraiser View box if you would like the appraiser to be able to see the employee's self-appraisal ratings prior to merging the documents. 
4. Click in the Employee Ready Notification box if you would like the manager to receive an electronic notification when the employee marks the appraisal Ready for Meeting.
5. Click in the Allow Employee Access box to give managers the ability to allow an employee access to their merged appraisal.
6. Click Save on the toolbar.

E-signature

To activate E-signature features:

1. From the main menu, click System Setup, then click Company Settings.
2. Click in the Activate E-signature box.
3. Select which types of users you would like to have this ability. Options are Employee, Appraiser, Upline, Multi-Appraiser, and Administrator.
4. Click in the Allow Not Required box if you, as the Administrative User, would like to have the ability to allow users to opt out of signing documents electronically.
5. Click Save on the toolbar.

Note:

Use the Allow Not Required feature in E-signature in circumstances where an item was routed incorrectly, an employee is no longer with the company when their signature is required, or if someone is unavailable for an extended period of time.

Overall Weights

To establish company-wide Goal vs. Factor default weight settings:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Weight Source dropdown list, click the down arrow and choose Company-Wide.
3. Enter the desired weighting for Goals and Factors (e.g., 20% Goals and 80% Factors) in correlating boxes.

   Note:

   The two weights must add up to 100 and must be whole numbers.

4. If you wish to lock the weights from editing, click in the Lock Weight box. This will prevent appraisers from editing individual Goal and Factor weights.
5. To hide these weights, click in the Hide Overall Weights box in the Hide and Show area of the screen.
6. If you would like to evenly distribute the Goal weights, click in the Divide Goal Weights Evenly box.  This will prevent appraisers from editing individual Goal weights.
7. Click Save on the toolbar.

To establish default Goal vs. Factor weight settings by Pay Basis, Position, Department, Location, or Division:

1. From the main menu, click System Setup, then click Company Settings.
2. From the Weight Source dropdown list, click the down arrow and choose Pay Basis, Position, Department, Location, or Division.
3. Click Set.  A Weight Source box will appear displaying further breakdowns of the Weight Source.
4. Enter the desired weighting for Factors and Goals in correlating boxes or, to assign the weightings to all items in the list, enter the weights in the Apply to All fields and click [Apply to All].
5. Click in the Lock box to prevent appraisers from editing the weights.
6. Click OK to confirm the changes or Cancel to return to the Company Settings screen.

Downline

To activate the Downline features:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Downline Features box.
3. Click Save on the toolbar.

Routing

To activate Routing:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Routing box.
3. Once the Routing feature is activated, a Routing Setup button will appear in the System Setup menu where further customization can be performed.  

Multiple Appraiser Mode (if purchased)

To activate Multi-Appraiser feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Multi-Appraiser box.
3. Click Save on the toolbar.

Shared Appraisers

To activate the  Shared  Appraiser feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Shared Appraisers box.
3. Click Save on the toolbar.

Share Note

To activate the Share Note feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Share Note box.
3. To notify users when a note has been shared with them, click in the Shared Note Email Notification box.
4. Click Save on the toolbar.

Appraiser Form Deletion

To activate the Appraiser Form Deletion feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Appraiser Form Deletion box.
3. Click Save on the toolbar.

Employee Training

To activate the Employee Training feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the Employee Training box.
3. Click Save on the toolbar.

HRIS BambooHR Integration

Performance Pro can be linked to the HRIS system BambooHR. When this is done BambooHR will regularly and automatically update Performance Pro employee information without the need of an import or manual update. If you currently use BambooHR, please contact your Client Support Representative to initiate this link. Once initiated, you will be able to see and activate the process in Performance Pro by following the directions below.

To activate the BambooHR Integration feature:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Advanced Features, click in the HRIS Integration box.
3. Click Save on the toolbar.

Hide and Show

To hide individual and overall Factor and Goal weights:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Weights box to hide individual weights.
3. Click in the Hide Overall Weights box to hide the overall Factor vs. Goal weight.
4. Click Save on the toolbar.

To hide evaluation scores:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Scores box. The Hide Overall Goal and Factor score options will appear.
3. Click in the Hide Overall Goal score box if you would like to hide the overall Goal score.
4. Click in the Hide Overall Factor score box if you would like to hide the overall Factor score.
5. Click Save on the toolbar.

To activate View Appraisal History:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the View Appraisal History box.
3. Select the features you would like employees to be able to access (Notes, Forms, Appraisals, and/or Additional Documents.)
4. Click Save on the toolbar.

To hide all Factor-related sections and information:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Factor Section box.
3. If you would like to hide the Factor information from the Appraisal Form you print out, click in the Hide on Appraisal Forms box.
4. Click Save on the toolbar.

To hide all Goal-related sections and information:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Goal Section box.
3. If you would like to hide the Goal information from the Appraisal Form you print out, click in the Hide on Appraisal Forms box.
4. Click Save on the toolbar.

To hide Salary information:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Salary box.
3. Click Save on the toolbar.

To hide the Manager Resources button:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Hide and Show, click in the Hide Manager Resources box.
3. In the checkboxes that appear, click in the Administrative User box if you would like to hide the Manager Resources button on the Home Screen of Administrative Users, and/or in the Appraisers box if you would like to hide it on the Home Screen of all appraisers.
4. Click Save on the toolbar.

Job Descriptions

To activate the Associate with Position option:

1. From the main menu, click System Setup, then click Company Settings.
2. Under Job Descriptions, click in the Associate with Position box.
3. Select the Employee Home box if you would like the option of adding the widget to the Home Screen.  Select the Appraisal Screens box if you would like the Job Description to appear on all appraisals in the system.
4. Click Save on the toolbar.