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Documentation

Explore guides to create a performance plan or learn to sign-off on performance-related tasks.

Get started:

For Supervisors

  • Create a goal for your employee

  • Sign-off on a planning or coaching task

  • Sign-off on an employee’s year-end evaluation

For Employees

  • Create a goal for yourself

  • Sign-off on a planning or coaching task

  • Sign-off on your year-end evaluation

for HR Liaisons

  • Check the status of sign-off tasks for your departments

  • Push out department-wide goals

  • Sign-off for employees on leave

Yearly Performance Checklist:

🟧 🔲 🔲

Build out a performance plan

✅ Create a list of upcoming goals

🟧 🔲 🔲

Sign-off on a planning task

✅ Confirm the performance plan is good-to-go

🔲 🟧 🔲

Sign-off on a coaching task

✅ Check in mid-year and update the performance plan

🔲 🔲 🟧

Sign-off on the year-end evaluation

✅ Finalize and rate all the hard work and goals achieved throughout the year

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