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Knowledge base
General
The basics
5
Introduction to the dashboard
Navigating around PerformYard
About the employee details page
How do I add or change my profile picture?
Notification options
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
See all 6 articles
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
See all 7 articles
Feedback
3
Creating Feedback
Viewing and managing Feedback
Feedback examples (I want to...)
General Video Training
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
See all 6 articles
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
PerformYard Administration
The basics...
5
Navigating to Administration
Administration options in PerformYard
Feedback options
Customizing the Directory and Org Chart
Managing corporate resources
User accounts, data fields & integrations
11
Managing employee accounts
Importing users and employee data via CSV
Managing permissions
Details about Basic Administrator permissions
Creating & managing groups
See all 11 articles
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
See all 7 articles
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
See all 13 articles
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
Administration Video Training
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