PerformYard Support

The basics 6

• Introduction to the dashboard
• Navigating around PerformYard
• About the employee details page
• How do I add or change my profile picture?
• Notification Options

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Login and Password Help 3

• About Logging In
• About Passwords and Password Resets
• Need Help? Email us at support@performyard.com

Goals 6

• Creating goals
• Using the Goal Selector
• Updating and managing goals
• Goal Alignment
• Sharing goals

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I am being asked to... 2

• View and upload documents
• Complete To-Dos and Signature Requests

Reviews 7

• Completing a review form and managing past review forms
• Completing goal-specific questions in a review
• Viewing reviews about you
• Creating PDFs from review forms
• Viewing reviews about your team

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Feedback 3

• Creating Feedback
• Viewing and managing Feedback
• Feedback examples (I want to...)

Goals 6

• How to Create a Private Goal
• How to Update and Manage a Private Goal
• How to Create a Goal in Bulk
• How to Create a Public Goal
• How to Create a Public Goal and Use Alignment

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Reviews 4

• Authoring a Review Form: Employee View
• Authoring and Signing-off on a Review Form: Manager View
• Assigning an Ad Hoc Review
• Completing a Review Form with a Goal Discussion Question

Feedback 1

• Introduction to the Feedback Feature

The basics... 7

• Navigating to Administration
• Administration options in PerformYard
• Feedback options
• Customizing the Directory and Org Chart
• Managing corporate resources

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User accounts, data fields & integrations 12

• Managing employee accounts
• Importing users and employee data via CSV
• Managing permissions
• Details about Basic Administrator permissions
• Creating & managing groups

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Reviews: Building forms and templates 7

• About review forms, templates and cycles
• Building and editing review forms
• Review question types
• Including goal-specific questions in a review
• Creating and managing review templates

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Goals 4

• Administrative Options for Goals
• Managing goals across your organization
• Setting Top Goals
• Goal Alignment for Administrators

Reviews: Launching and managing reviews 13

• Preparing for a New Review Cycle
• Creating and managing review cycles
• Editing a Review Cycle
• Managing reviews at your organization
• Review start/due dates and times

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Workflows 3

• Creating Workflow Templates
• Assigning and Managing a Workflow
• Creating a Signature Request Template

Reporting 4

• Reporting on employee data
• About the Forms report
• About the Recent Changes report
• About the Feedback Report

Employee Data 3

• Deactivate, Reactivate, and Find Employees
• Adding New Employees Individually or with a CSV Upload
• Updating Data Fields with a CSV and Creating New Data Fields

Reviews 2

• Creating and Editing Review Forms
• Creating and Editing Review Templates

Goals 2

• Administration Options for Goals
• Setting Top Goals

Feedback 1

• Feedback Introduction for Admins