Administration options
Introduction
Administrators have a series of options to configure PerformYard within their organization. These options appear on the Home page of Administration and include settings for session timeouts, custom branding, and feature enablement.
Custom Branding
Custom branding, if enabled for your organization, allows you to upload a logo to PerformYard and change the color scheme of the top navigation bar. This may include the PerformYard logo against a white background with grey icons by default.
To upload your logo in PNG or JPG file formats, click "Change Logo" and select your logo file. Once uploaded, click "Save" to store your logo. Please note that horizontally-oriented logos are optimal; PerformYard will scale your logo to a height of 35 pixels and then crop to fit within a 35x250 pixel container.
You may select new colors for the navigation bar and icons. Please enter HEX or RGB color values for each. We recommend contrasting colors to ensure that navigation icons remain noticeable for users. Click "Save Colors" after selecting new colors. You can also reset branding back to the PerformYard defaults by clicking "Reset Branding."
Features
Administrators may choose to disable available features for their PerformYard account. Changing these settings will hide menu options and features from all users in your organization. Further, please note that disabling certain features may result in removing or archiving open items. For example, if goals are disabled, all outstanding goals will be archived, and your users will not be able to access existing goals or create new goals.
Company Settings
Company Settings allows you to set options and preferences that apply to your company, including timezone, handling of manager reassignments, and preferences for precision in calculations.
Default timezone
The time zone is used when setting preferences for notifications; this default will be given to all new users in PerformYard, but then can be managed by each employee individually. We recommend setting this to cover where the bulk of your team members are located.
Default review start time
This setting allows you to set a company-wide default start time for reviews and review cycles. The available options - Midnight, 9:00am, Noon, or 5:00pm (default) - match the choices shown when scheduling a review. Once set, this default will automatically apply the selected time when you schedule a new review or cycle.
Default review cycle due time
The Default Review Cycle Due Time setting allows you to select a time that should be used when a review cycle is created and forms are assigned a time they are due. This time is automatically applied when forms are added to a review cycle after selecting a Review Template, when adding an ad-hoc form to the cycle's template, and when adding subjects to a cycle. Available options are Midnight, 9:00am, Noon, or 5:00pm (default) and match the choices shown when setting form due times during review cycle setup.
Please keep in mind that this setting also continues to use the timezone of the user creating the review cycle to determine a due time.
Reassign on manager changes
You can also set a preference for updating incomplete review forms when a user's manager changes. If this setting is Off, all open forms where the prior manager is an author or signer (where they have not completed their action) will remain assigned to that user. When changing this setting to On, when a user's manager changes from one manager to another, outstanding form assignments from the original manager will be updated to be assigned to the new manager. This setting will apply to all future manager changes and incomplete review form author/signer assignments. Note that no changes will be made if a user is updated to no longer have a manager or if a user is updated from no manager assigned to a manager assigned.
Allow managers, chain of command and contributors to assign reviews
This setting determines if a direct report's manager, contributors, or anyone in their chain of command has the ability to assign a review with the employee as a subject.
Allow managers to view Reporting & Analytics
This setting allows you to define if you would like your managers to have access to any shared reports in Reporting & Analytics.
Decimal places for rounding calculations
You can set your preference for the number of decimal places that should be shown on calculation questions. This setting is global and will apply to the display of past calculation questions and new calculation questions. The setting is also honored in PDF download and CSV export of a review.