HelloTeam

Collin Peterson

Jessica Backholm

Performance Management

Goals

Goal Alignment

When creating a goal, you have the ability to set a weight. This step determines how that goal will be weighed against your other goals!

Goal Weighting

Creating a Goal

Adding Key Results to Goals

Updating Goal Progress

- Employee Role

How to Create Goals for your Employees as a Manager

Create Goals for your Employee as a Manager

Do you need to update an employees goals?

Updating Goals for your Employee as a Manager

Approving & Locking Goals

Creating Department Goals

- Manager Role

Employee Feedback

Feedback

One-On-Ones

A walkthrough of the One-on-One feature in HelloTeam

Walkthrough of a One-on-One

Scheduling a One-on-One

Viewing a One-on-One

A walkthrough of preparing for and completing a One-on-One.

Completing a One-on-One

Reschedule or Delete a One-on-One

Adding Comments to One-on-One

A walkthrough of how to schedule a meeting with the one-on-one tool.

Creating One-on-One Templates

One-on-One Template Ideas

One-on-One Reporting

How to Publish Performance Reviews

Administrators _Share Results of Performance Reviews in HelloTeam

How to Share Results of Performance Reviews in HelloTeam

This article will show how to change the due date for a single employee's performance review

Changing the Due Date for a Performance Review for a Single Employee

How to View Results/Analytics of Performance Reviews in HelloTeam

Learn how to create a performance review template

How to Set Up a Performance Review

A walkthrough of the Share Settings that are available for performance reviews.

Performance Review Share Settings

Who has completed the Performance Review?

How to Report on Who Has Completed Their Performance Review

A walkthrough of the Settings that are available for performance reviews.

Performance Review Settings

How do I set a Performance Review active for employee's Anniversary Date

Performance Reviews on Anniversary Date

Setting up a Performance Review / Setting a Performance Review Active

Best Practices for Launching a Performance Review

System Administrators: Use this guide to help you navigate through an active review period.

Managing a Review Period (Admins)

How To Launch A Performance Review

How to Build a Performance Review

How to Return Performance Reviews for Revision

Signing Off on a Performance Review in HelloTeam

Viewing Performance Review Results

How to Submit Performance Reviews

Performance Reviews

Find answers and get help from Intercom Support and Community Experts

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