Small Improvements

Guides for setting up and using Small Improvements features.

Features

[Performance Reviews] Creating a Review Cycle

[Performance Reviews] Adding and Removing Reviewees

[Performance Reviews] Main Reviewers and Contributing Reviewers

How to ask questions in your assessments, plus templates.

[Performance Reviews] Creating a Questionnaire

[Performance Reviews] 2D Assessment Chart

[Performance Reviews] Dates and Deadlines

[Performance Reviews] Calibration

[Performance Reviews] Sharing and Signing

[Performance Reviews] Reviewing Employees without a Manager

[Performance Reviews] Exporting Reviews

Automate the creation of Performance Review cycles based on a schedule. *This is a Beta feature and may change before the official launch.

[Performance Reviews] Automations

[Performance Reviews] FAQs

Performance Reviews

[Anytime Feedback] Instructions for Admins

[Anytime Feedback] Insights, Exports, & Templates

[Anytime Feedback] Automations

[360 Feedback] Cycle Setup

[360 Feedback] Adding and Removing Reviewees

Reviewer selection, approvals, and proactive feedback

[360 Feedback] Nominating and Approving Reviewers

[360 Feedback] Creating a Questionnaire

[360 Feedback] Visibility and Anonymity

[360 Feedback] Reminders and Notifications

[360 Feedback] Dates and Deadlines

[360 Feedback] Exporting Feedback

How to include employees without a manager, such as your CEO, in a 360 Feedback cycle

[360 Feedback] Feedback for Employees Without a Manager

[360 Feedback] FAQs

Helpful Resources Sidebar

Feedback

[Objectives] Cycle Setup and Administration

[Objectives] Creating and Editing vs Updating

Cloning objectives to another user; copying and moving objectives to another cycle

[Objectives] Cloning, Copying, and Moving

[Objectives] Customizing Categories

[Objectives] Customizing Ratings

[Objectives] Exporting Objectives

[Objectives] Limited Cycles (for Individual Teams)

[Objectives] FAQs

Cascading Objectives make it easy for employees to align their personal goals with company- or group-level Objectives.

Early Access: Cascading Objectives

Objectives

[1:1 Meetings] Getting Started

[1:1 Meetings] Calendar Integration

[1:1 Meetings] Insights

[1:1 Meetings] Visibility and Sharing

[1:1 Meetings] Company Templates

[1:1 Meetings] Action Items

[1:1 Meetings] Admin Settings

[1:1 Meetings] Exporting Meetings

[1:1 Meetings] Automations

[1:1 Meetings] FAQs

1:1 Meetings

[Automations] Reminders

Automations

[Pulse Surveys] Survey Setup and Administration

How to access, read, share, and export survey results

[Pulse Surveys] Analyzing Survey Results

[Pulse Surveys] FAQs

[Pulse Surveys] Confidentiality and Anonymity

[Pulse Surveys] Initial Considerations

[Pulse Surveys] Asking the Right Questions

[Pulse Surveys] Heatmap

[Pulse Surveys] Limited Subscriptions

Pulse Surveys

[Praise] Creating and Viewing

Learn how to praise with purpose by creating custom praise badges that reflect your company values

[Praise] Customizing Badges

[Praise] Praise Wall

[Praise] Slack Integration

[Praise] FAQs

Messages and Private Notes

Praise, Messages, Private Notes

[Insights] Getting Started

[Insights] Leave Risk Prediction

[Insights] Evaluating Turnover

[Insights] Evaluating Tenure

[Insights] Analyzing Performance Ratings

Insights

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