PerformYard Support

FAQ 5

• Recent Releases and Issue Fixes (as of September 12, 2017)
• How do I add or change my profile picture?
• What kinds of questions can I have in a review or status report?
• What is the new permission level Basic Administrator?
• How does the new 'Redact Author' feature work? Are my review inputs really anonymous?

Getting Started 5

• Navigating around PerformYard
• About the dashboard
• Completing To-Dos and Signature Requests
• About employee details
• Configuring email notifications

Recognition 2

• Giving recognition
• Viewing and managing your recognition

Notes 2

• Creating Notes
• Viewing and managing your Notes

Status Reports 3

• Completing a status report
• Viewing your past status reports
• Reviewing your team's status reports

Goals 5

• Creating goals
• Updating and managing goals
• Sharing goals
• Assigning the same goal to multiple people
• Using the Goal Selector

Reviews 5

• 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

Documents 1

• Viewing and uploading documents

General Info and Navigation 3

• Navigating to Administration
• Administration options in PerformYard
• Customizing the Directory and Org Chart

User Accounts, Groups, Data Fields and Reporting 7

• Managing employee accounts
• Importing users and employee data via CSV
• Managing permissions
• Creating & managing groups
• Managing data fields

See all 7 articles

Status Reports 3

• Viewing all status reports
• Editing status report questions and frequency
• Managing group status reports

Reviews 17

• Managing reviews at your organization
• About review forms, templates and cycles
• Building and editing review forms
• Review question types
• Including goal-specific questions in a review

See all 17 articles

Goals 3

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

Workflows 3

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

Resources 1

• Managing corporate resources