[New] Basic Navigation

Introduction

The navigation menu, located on the left side of your screen, is your main hub for accessing all of PerformYard's features. From here, you can move between each feature you have access to , each represented by its own icon and label for quick recognition. Simply click any menu item to jump directly to that section; items with a small arrow (such as Reviews, Goals, Meetings, Feedback, and Resources) will expand to reveal additional sub-pages when clicked, giving you quicker access to related tools without leaving the main menu.

Video Overview

Dashboard

See an overview of open tasks for you in PerformYard including review forms to sign and author, goal progress, upcoming meetings, or To-Dos to complete.

Reviews

Forms I Need To Do - Displays all reviews awaiting your action, whether you're assigned to author or sign them.
Forms I Did - Displays all reviews you've completed, either as an author or a signer.
Reviews of Me - Displays all reviews written about you, including those still in progress.
My Team's Reviews (Manager) - If you manage others, displays every review involving your direct reports — past, present, or scheduled — so you can track your team's review activity in one place.

Goals

My Goals - Displays a list of your personal goals.
My Team's Goals (Manager) - If you manage others, displays a list of all goals assigned to your direct reports.
Company Goals - Displays a list of every goal across your organization.
Company Goals Overview - Provides graphical visualizations of goal performance across the entire organization.
Company Goals Alignment - Offers a dynamic view of how goals connect to your organization's Top Goals. See our Goal Alignment support article for more details.

Meetings

My Meeting Workspaces - Displays a list of the Meeting Workspaces you've created or been added to as a participant.
My Action Items - Displays a list of action items from meetings, whether you created them or were assigned to them.

Feedback

My Feedback - Displays feedback you've received from other employees, including recognition or direct feedback that may or may not be visible to your manager.
Feedback I've Given - Displays all feedback you've given about other employees, whether shared as recognition, sent directly to them, or shared with their manager.
My Notes - Displays your private notes about others, as well as notes about you that may or may not have been shared with your manager.
Incoming Feedback Requests - Displays feedback requests you've received from other employees.
Outgoing Feedback Requests - Displays feedback requests you've sent to other employees.
My Team's Feedback (Manager) - If you manage others, displays all feedback shared with you about your direct reports, including recognition and other feedback where you're included as their manager.

Surveys

Shows a list of surveys you've created.

Resources

My Documents - Store and access your performance-related documents. Completed signature requests are automatically saved to a Signed Documents folder, which only appears once you have signed documents.
Company Documents - Access company-related documents uploaded by your administrators.
Company Links - Access company-related links uploaded by your administrators.

Directory & Org Chart

Directory - Access a searchable directory of every employee in your organization.
Org-Chart - View a visual representation of your organization.

Reporting & Analytics

Contains view-only access to reports your organization has shared with you as a manager, where each report displays information about your direct reports.