Navigation

Administrators can access necessary functionality to set up PerformYard for their organization via additional menu options available in the header bar.  

Company Info

Company Info contains additional links to functionality related to Reviews, Goals, Reporting, and Workflows. 

  • Directory - Access a searchable directory of every employee in your organization and configure what data is displayed when other employees visit the Directory.
  • Org Chart - View a visual representation of your organization and configure which fields are displayed when other employees visit the Directory.
  • Reviews - Administrator access to create and manage review cycles and manage reviews.
  • Goals - This tab has three subsections:
    • List - Shows a list of all public goals and includes a filter to find specific goals or see any private goals that you have permission to see.
    • Overview - Includes a set of graphical representations of goal performance across the entire organization
    • Alignment - Shows a dynamic view of the relationship of active goals to the organization's Top Goals
  • Feedback - Shows a list of all feedback in the company
  • Workflows -
    • Workflows List - Displays a list of workflows assigned in your organization and the ability to launch new workflows.
    • All To-Dos - Displays a list of tasks to be completed as part of a workflow for easy identification of open and overdue tasks.
  • Resources - Access company-related documents uploaded by administrators

Engagement

The Engagement icon takes you to a series of dashboard for viewing and analyzing your Engagement pulse survey results.

  • Overview - Displays an overview of pulse survey results.
  • Cohorts - Contains graphs based on cohort satisfaction and a filterable table mapping satisfaction factor scores for each cohort.
  • Factors - Contains a configurable graph for comparing satisfaction factor and eNPS scores alongside a filterable table mapping satisfaction factor scores by pulse survey response date.
  • Questions - Contains widgets that display pulse survey response rates and a breakdown of response scores for each question in your pulse surveys. Text responses to questions can also be downloaded here.
  • eNPS - Contains a series of graphs that allow eNPS scores to be analyzed by trends over time, scores by cohort, and scores distributed by Promoter, Passive, and Detractor categories.

Meetings

The Meetings icon will take you to your meeting workspace management page, where you can create and manage meeting workspaces. Select any existing meeting workspace to view and manage the meetings within it.

Reporting & Analytics

Reporting & Analytics contains a list of reports created by administrators about employees.

Administration

The Gear icon in the upper right allows you to reach the Administration menu, where you'll be administering users and configuring your PerformYard account. 

The left-hand administration menu contains the following links to manage your organization:

  • Home - Includes basic information about your organization in PerformYard and allows management of features (enabling/disabling)
  • Employees - This contains a list of your current employees and search and filters to locate specific employees. Options dropdown menu allows you to add a single employee, mass upload employee data, download all employee data, send invitations to all uninvited, and resend invitations to all invited but not yet signed in. Clicking on the Gear icon in the settings column will allow you to change an employee's permission level and send individual invitations.
  • Employee Data Fields  - Create and manage custom data fields, including visibility and edibility.
  • Employee Data Changes - View historical changes made to the data fields for an employee.
  • Groups - Create and manage groups
  • Reviews - Create and edit review forms and templates
  • Goals – Manage permission settings, create and manage both categories and outlooks
  • Feedback - Manage permission settings, create and manage hashtags
  • AI Insights - Manage the settings for AI functionality
  • Engagement - Configure the settings for Engagement pulse surveys
  • Workflows – Create workflow templates
  • Signature Requests - Createignature request documents to be added to workflows
  • SFTP Setup - Set up SFTP and SFTP login details
  • SCIM Setup - Enable/disable SCIM provisioning, Configure SCIM provisioning details, and view a log of SCIM activity
  • Billing - Billing Administrators can purchase seats and pay invoices
  • Documents - Contains PerformYard Master Subscription Agreement
  • Authentication - Manage session timeouts and authentication options. You can find more information about authentication options here.
  • Notifications - Define your organizational defaults for notifications that are provisioned to each employee when they log in for the first time
  • Bulk User Logs - Single place to see what changes have been made to employee profiles that were done in bulk (e.g., via CSV, SFTP, or integration) rather than manually, employee by employee

Please note that not all features on the Administration menu may be available to your organization.

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