# Small Improvements Help Center

> How can we help?

## Getting Started

- [Small Improvements 101](https://intercomdocs.small-improvements.com/en/articles/9150827-small-improvements-101.md): Navigation, terminology, and feature overview
- [First Steps](https://intercomdocs.small-improvements.com/en/articles/9150830-first-steps.md): Get an overview of your trial, tips for getting set up quickly, and guidance on preparing for a smooth launch.
- [Account Setup](https://intercomdocs.small-improvements.com/en/articles/9150821-account-setup.md): How to prepare your account before rolling out Small Improvements to your team
- [New Admin Guide](https://intercomdocs.small-improvements.com/en/articles/9150832-new-admin-guide.md): This guide walks you through the key settings and tools you’ll manage as an HR Admin, so you can confidently run your Small Improvements account.

## Administration

- [Adding and Updating Employees](https://intercomdocs.small-improvements.com/en/articles/9128973-adding-and-updating-employees.md): Add and update employee profiles using HRIS integration, manual entry, or bulk import. Keep data accurate to support reporting, automations, and performance processes.
- [Direct, Indirect, and Secondary Managers](https://intercomdocs.small-improvements.com/en/articles/9146185-direct-indirect-and-secondary-managers.md): Learn how managers are defined in Small Improvements, how to assign or update them, and how visibility works for direct, indirect, and secondary managers.
- [Roles and Permissions](https://intercomdocs.small-improvements.com/en/articles/9146183-roles-and-permissions.md): Understanding the differences between HR Admins, Tech Admins, and HR Assistants
- [Deactivating, Reactivating, Deleting, and Merging Employees](https://intercomdocs.small-improvements.com/en/articles/9146174-deactivating-reactivating-deleting-and-merging-employees.md)
- [User Impersonation](https://intercomdocs.small-improvements.com/en/articles/9146194-user-impersonation.md)
- [What Can Managers See?](https://intercomdocs.small-improvements.com/en/articles/9146222-what-can-managers-see.md)
- [Welcoming Staff](https://intercomdocs.small-improvements.com/en/articles/9146191-welcoming-staff.md)
- [Employee Profiles](https://intercomdocs.small-improvements.com/en/articles/9146198-employee-profiles.md)
- [Company Directory & Org Chart](https://intercomdocs.small-improvements.com/en/articles/9146206-company-directory-org-chart.md)
- [Resetting User Passwords](https://intercomdocs.small-improvements.com/en/articles/9146197-resetting-user-passwords.md)
- [Create your Company as a User](https://intercomdocs.small-improvements.com/en/articles/9146210-create-your-company-as-a-user.md)
- [Inviting Guest Reviewers](https://intercomdocs.small-improvements.com/en/articles/9146217-inviting-guest-reviewers.md)
- [Feature Selection](https://intercomdocs.small-improvements.com/en/articles/9146228-feature-selection.md): How to enable and disable features
- [Custom Wording and Design](https://intercomdocs.small-improvements.com/en/articles/9146230-custom-wording-and-design.md)
- [Email Notification Templates](https://intercomdocs.small-improvements.com/en/articles/9146234-email-notification-templates.md)
- [Usage Reports](https://intercomdocs.small-improvements.com/en/articles/9146236-usage-reports.md)
- [Optional and On-Demand Features](https://intercomdocs.small-improvements.com/en/articles/9146239-optional-and-on-demand-features.md)
- [Troubleshooting Email Notifications](https://intercomdocs.small-improvements.com/en/articles/9146241-troubleshooting-email-notifications.md): How to check the Mail Log to investigate undelivered emails
- [Customizing the Helpful Resources Sidebar](https://intercomdocs.small-improvements.com/en/articles/9146243-customizing-the-helpful-resources-sidebar.md): How to add content to the Helpful Resources menu
- [Sync Deadlines to a Calendar](https://intercomdocs.small-improvements.com/en/articles/9146250-sync-deadlines-to-a-calendar.md): How to add important admin events to an external calendar
- [System Requirements](https://intercomdocs.small-improvements.com/en/articles/9146253-system-requirements.md)
- [Cycle Admins](https://intercomdocs.small-improvements.com/en/articles/9522896-cycle-admins.md)
- [Exports](https://intercomdocs.small-improvements.com/en/articles/9522940-exports.md)
- [Small Improvements IT and Security information](https://intercomdocs.small-improvements.com/en/articles/9146263-small-improvements-it-and-security-information.md)
- [Data Protection and Information Security](https://intercomdocs.small-improvements.com/en/articles/9146266-data-protection-and-information-security.md)
- [Small Improvements and GDPR](https://intercomdocs.small-improvements.com/en/articles/9146268-small-improvements-and-gdpr.md)
- [2-Step Verification](https://intercomdocs.small-improvements.com/en/articles/9146269-2-step-verification.md)
- [Updating your annual subscription](https://intercomdocs.small-improvements.com/en/articles/9146260-updating-your-annual-subscription.md): Learn how to add users and update your license count on an annual plan. Follow our step-by-step guide to manage your subscription and avoid service interruptions
- [Starting and Managing your Subscription](https://intercomdocs.small-improvements.com/en/articles/9146261-starting-and-managing-your-subscription.md): Learn how to start a paid subscription, manage license seats, and update your billing details in your Small Improvements account.
- [Billing: Legacy pricing \(Pre 2015, 2015, 2017, and 2020\)](https://intercomdocs.small-improvements.com/en/articles/10191539-billing-legacy-pricing-pre-2015-2015-2017-and-2020.md): Legacy pricing overview for our customers on older plans

## Features

- [Performance Reviews: Creating a Review Cycle](https://intercomdocs.small-improvements.com/en/articles/9179667-performance-reviews-creating-a-review-cycle.md)
- [\[Performance Reviews\] Adding and Removing Reviewees](https://intercomdocs.small-improvements.com/en/articles/9179669-performance-reviews-adding-and-removing-reviewees.md)
- [\[Performance Reviews\] Main Reviewers and Contributing Reviewers](https://intercomdocs.small-improvements.com/en/articles/9179673-performance-reviews-main-reviewers-and-contributing-reviewers.md)
- [Performance Reviews: Creating a Questionnaire](https://intercomdocs.small-improvements.com/en/articles/9353153-performance-reviews-creating-a-questionnaire.md): How to ask questions in your assessments, plus templates.
- [\[Performance Reviews\] 2D Assessment Chart](https://intercomdocs.small-improvements.com/en/articles/9179686-performance-reviews-2d-assessment-chart.md)
- [\[Performance Reviews\] Dates and Deadlines](https://intercomdocs.small-improvements.com/en/articles/9179677-performance-reviews-dates-and-deadlines.md)
- [\[Performance Reviews\] Analytics](https://intercomdocs.small-improvements.com/en/articles/13195092-performance-reviews-analytics.md): Analyzing your performance review data
- [\[Performance Reviews\] Cross-Cycle Reporting](https://intercomdocs.small-improvements.com/en/articles/13163044-performance-reviews-cross-cycle-reporting.md): Compare Reviews data across multiple cycles to easily spot trends and discrepancies and find out where your workforce needs more support.
- [\[Performance Reviews\] Sharing and Signing](https://intercomdocs.small-improvements.com/en/articles/9179682-performance-reviews-sharing-and-signing.md)
- [\[Performance Reviews\] Reviewing Employees without a Manager](https://intercomdocs.small-improvements.com/en/articles/9179684-performance-reviews-reviewing-employees-without-a-manager.md)
- [\[Performance Reviews\] Exporting Reviews](https://intercomdocs.small-improvements.com/en/articles/9179688-performance-reviews-exporting-reviews.md)
- [\[Performance Reviews\] FAQs](https://intercomdocs.small-improvements.com/en/articles/10388500-performance-reviews-faqs.md)
- [Performance Reviews: Tracking Promotions with a Confidential Question](https://intercomdocs.small-improvements.com/en/articles/13552418-performance-reviews-tracking-promotions-with-a-confidential-question.md): Learn how to add a confidential manager-only question to capture promotion recommendations during reviews. Ideal for calibration, talent planning, and compensation decisions.
- [Performance Reviews: Understanding Outlier Detection](https://intercomdocs.small-improvements.com/en/articles/15422733-performance-reviews-understanding-outlier-detection.md): Outlier Detection uses statistical analysis to identify groups whose review ratings or and reviewer-side rated answers differ significantly from the rest of the organization, helping you spot unusu...
- [Performance Reviews: Talent Box](https://intercomdocs.small-improvements.com/en/articles/15507215-performance-reviews-talent-box.md): Use the Talent Box as a traditional 9-Box or customize it to compare Performance Review questions, uncover talent trends, and support calibration and talent planning.
- [Performance Reviews: Calibration Ratings](https://intercomdocs.small-improvements.com/en/articles/13641946-performance-reviews-calibration-ratings.md)
- [Anytime Feedback: Overview for HR Admins](https://intercomdocs.small-improvements.com/en/articles/9150842-anytime-feedback-overview-for-hr-admins.md): Learn how Anytime Feedback supports continuous feedback across your organization and how HR Admins can monitor, customize, and automate its use.
- [Anytime Feedback: Admin Dashboard](https://intercomdocs.small-improvements.com/en/articles/9150903-anytime-feedback-admin-dashboard.md): Learn how to use the Admin Dashboard for Anytime Feedback to manage feedback activity, templates, visibility settings, automation, exports, and emails.
- [Anytime Feedback: Creating Automated Feedback Requests](https://intercomdocs.small-improvements.com/en/articles/9150929-anytime-feedback-creating-automated-feedback-requests.md): Automated Feedback Requests help you collect consistent, timely feedback without sending them manually. Useful for recurring moments such as employee onboarding, regular check-ins, or before and af...
- [360 Feedback: Cycle Setup](https://intercomdocs.small-improvements.com/en/articles/9150835-360-feedback-cycle-setup.md)
- [360 Feedback: Adding and Removing Reviewees](https://intercomdocs.small-improvements.com/en/articles/9150852-360-feedback-adding-and-removing-reviewees.md)
- [360 Feedback: Nominating and Approving Reviewers](https://intercomdocs.small-improvements.com/en/articles/9150855-360-feedback-nominating-and-approving-reviewers.md): Reviewer selection, approvals, and proactive feedback
- [360 Feedback: Question types and questionnaire management](https://intercomdocs.small-improvements.com/en/articles/9150859-360-feedback-question-types-and-questionnaire-management.md): Create and manage 360° Feedback questionnaires, including question types, editing options, response limits, and templates for consistent feedback collection.
- [360 Feedback: Visibility and Anonymity](https://intercomdocs.small-improvements.com/en/articles/9150862-360-feedback-visibility-and-anonymity.md)
- [360 Feedback: Managing Notifications](https://intercomdocs.small-improvements.com/en/articles/9150867-360-feedback-managing-notifications.md)
- [360 Feedback: Dates and Deadlines](https://intercomdocs.small-improvements.com/en/articles/9150899-360-feedback-dates-and-deadlines.md): Learn what each date in a 360 Feedback cycle timeline means and how timeline sections change based on your cycle’s configuration and visibility settings.
- [360 Feedback: Exporting Feedback](https://intercomdocs.small-improvements.com/en/articles/9150907-360-feedback-exporting-feedback.md)
- [360 Feedback: Feedback for Employees Without a Manager](https://intercomdocs.small-improvements.com/en/articles/9529311-360-feedback-feedback-for-employees-without-a-manager.md): How to include employees without a manager, such as your CEO, in a 360 Feedback cycle
- [360 Feedback: FAQs](https://intercomdocs.small-improvements.com/en/articles/10388674-360-feedback-faqs.md)
- [Helpful Resources Sidebar](https://intercomdocs.small-improvements.com/en/articles/9150911-helpful-resources-sidebar.md)
- [\[Objectives\] Setting Up an Objectives Cycle](https://intercomdocs.small-improvements.com/en/articles/9175169-objectives-setting-up-an-objectives-cycle.md): Learn how to set up and manage Objective Cycles in Small Improvements. Cycles help bring structure and clarity to goal-setting at your org.
- [\[Objectives\] Editing vs. Updating Objectives](https://intercomdocs.small-improvements.com/en/articles/9175175-objectives-editing-vs-updating-objectives.md): Objectives cycles have two separate deadlines for editing and updating objectives. What's the difference?
- [\[Objectives\] Cloning, Copying, and Moving](https://intercomdocs.small-improvements.com/en/articles/9175177-objectives-cloning-copying-and-moving.md): Streamline objective management. Learn to clone goals for multiple users and move/copy them between cycles for better team alignment.
- [\[Objectives\] Customizing Your Objective Features](https://intercomdocs.small-improvements.com/en/articles/9175182-objectives-customizing-your-objective-features.md): Small Improvements lets you manage objectives your way. Turn features on or off for simpler or more detailed tracking.
- [\[Objectives\] How to Use Cascading Objectives](https://intercomdocs.small-improvements.com/en/articles/11564822-objectives-how-to-use-cascading-objectives.md): This guide walks you through how to publish and align company, group, and individual goals in Small Improvements.
- [\[Objectives\] Exporting Objectives Data](https://intercomdocs.small-improvements.com/en/articles/9175187-objectives-exporting-objectives-data.md): Learn to export objectives data for valuable insights and streamlined reporting.
- [\[Objectives\] Limit Objective Cycles to Specific Teams or Departments](https://intercomdocs.small-improvements.com/en/articles/9175189-objectives-limit-objective-cycles-to-specific-teams-or-departments.md): Create Objective cycles for specific teams to align goals, customize planning, and keep the process simple for both team members and admins.
- [Objectives: FAQs](https://intercomdocs.small-improvements.com/en/articles/10388929-objectives-faqs.md)
- [Objectives: AI-Powered Objective Suggestions](https://intercomdocs.small-improvements.com/en/articles/13720164-objectives-ai-powered-objective-suggestions.md): Learn about AI-generated objective suggestions and the Objectives Coach to help employees turn feedback into clear, actionable goals.
- [1:1 Meetings: Getting Started](https://intercomdocs.small-improvements.com/en/articles/9174569-1-1-meetings-getting-started.md)
- [1:1 Meetings: Calendar Integration](https://intercomdocs.small-improvements.com/en/articles/9174572-1-1-meetings-calendar-integration.md)
- [\[1:1 Meetings\] Insights](https://intercomdocs.small-improvements.com/en/articles/9174573-1-1-meetings-insights.md)
- [\[1:1 Meetings\] Visibility and Sharing](https://intercomdocs.small-improvements.com/en/articles/9174575-1-1-meetings-visibility-and-sharing.md)
- [\[1:1 Meetings\] Company Templates](https://intercomdocs.small-improvements.com/en/articles/9174578-1-1-meetings-company-templates.md)
- [\[1:1 Meetings\] Action Items](https://intercomdocs.small-improvements.com/en/articles/9174579-1-1-meetings-action-items.md)
- [\[1:1 Meetings\] Admin Settings](https://intercomdocs.small-improvements.com/en/articles/9174583-1-1-meetings-admin-settings.md)
- [\[1:1 Meetings\] Exporting Meetings](https://intercomdocs.small-improvements.com/en/articles/9174585-1-1-meetings-exporting-meetings.md)
- [\[1:1 Meetings\] FAQs](https://intercomdocs.small-improvements.com/en/articles/10388658-1-1-meetings-faqs.md)
- [Pulse Surveys: Setting up and administering a survey](https://intercomdocs.small-improvements.com/en/articles/9174524-pulse-surveys-setting-up-and-administering-a-survey.md)
- [Pulse Surveys: Understanding and sharing survey results](https://intercomdocs.small-improvements.com/en/articles/9174526-pulse-surveys-understanding-and-sharing-survey-results.md): Learn how to view, filter, interpret, share, and export your Pulse Survey results to better understand employee feedback and engagement.
- [Pulse Surveys: FAQs](https://intercomdocs.small-improvements.com/en/articles/9174529-pulse-surveys-faqs.md): Find answers to common questions about Small Improvements Pulse Surveys. Learn about setup, customization, question limits, and confidentiality rules.
- [Pulse: Understanding confidentiality and the value of feedback](https://intercomdocs.small-improvements.com/en/articles/9174533-pulse-understanding-confidentiality-and-the-value-of-feedback.md): Learn how Small Improvements protects your identity using the "minimum of three" rule and data aggregation. Discover why your confidential feedback is a vital tool for driving growth and transparen...
- [\[Pulse Surveys\] Initial Considerations](https://intercomdocs.small-improvements.com/en/articles/9174536-pulse-surveys-initial-considerations.md)
- [\[Pulse Surveys\] Asking the Right Questions](https://intercomdocs.small-improvements.com/en/articles/9174538-pulse-surveys-asking-the-right-questions.md)
- [\[Pulse Surveys\] Heatmap](https://intercomdocs.small-improvements.com/en/articles/9174546-pulse-surveys-heatmap.md)
- [Pulse Surveys: Managing limited subscriptions](https://intercomdocs.small-improvements.com/en/articles/9174548-pulse-surveys-managing-limited-subscriptions.md): Learn how to set up and manage Pulse Surveys with a limited subscription. This guide covers using curated question banks, scheduling surveys, and analyzing results to improve company culture.
- [\[Praise\] Creating and Viewing](https://intercomdocs.small-improvements.com/en/articles/9151028-praise-creating-and-viewing.md): Learn how to create, view, and manage Praise in Small Improvements to celebrate team wins and build a culture of recognition.
- [\[Praise\] Customizing Badges](https://intercomdocs.small-improvements.com/en/articles/9151032-praise-customizing-badges.md): Learn how to praise with purpose by creating custom praise badges that reflect your company values
- [\[Praise\] Praise Wall](https://intercomdocs.small-improvements.com/en/articles/9151035-praise-praise-wall.md)
- [\[Praise\] FAQs](https://intercomdocs.small-improvements.com/en/articles/10388916-praise-faqs.md)
- [\[Insights\] Getting Started](https://intercomdocs.small-improvements.com/en/articles/9150937-insights-getting-started.md)
- [\[Insights\] Leave Risk Prediction](https://intercomdocs.small-improvements.com/en/articles/9150939-insights-leave-risk-prediction.md)
- [\[Insights\] Evaluating Turnover](https://intercomdocs.small-improvements.com/en/articles/9150941-insights-evaluating-turnover.md)
- [\[Insights\] Evaluating Tenure](https://intercomdocs.small-improvements.com/en/articles/9150943-insights-evaluating-tenure.md)
- [\[Insights\] Analyzing Performance Ratings](https://intercomdocs.small-improvements.com/en/articles/9150947-insights-analyzing-performance-ratings.md)

## Employee and Manager Guides

- [Your Employee Profile](https://intercomdocs.small-improvements.com/en/articles/9180026-your-employee-profile.md)
- [Exporting your Data](https://intercomdocs.small-improvements.com/en/articles/9180027-exporting-your-data.md)
- [Account Settings: Managing your personal settings](https://intercomdocs.small-improvements.com/en/articles/9180029-account-settings-managing-your-personal-settings.md)
- [Restoring Backups of your Content](https://intercomdocs.small-improvements.com/en/articles/9180030-restoring-backups-of-your-content.md)
- [\[Performance Reviews\] Instructions for Employees](https://intercomdocs.small-improvements.com/en/articles/9180031-performance-reviews-instructions-for-employees.md)
- [360 Feedback: Instructions for Employees](https://intercomdocs.small-improvements.com/en/articles/9180037-360-feedback-instructions-for-employees.md): How to participate in a 360 Feedback cycle from an employee's perspective
- [Anytime Feedback: Giving and Requesting Feedback](https://intercomdocs.small-improvements.com/en/articles/9180034-anytime-feedback-giving-and-requesting-feedback.md): How to use Anytime Feedback from the employee's perspective
- [1:1 Meetings: Personal Templates](https://intercomdocs.small-improvements.com/en/articles/9180043-1-1-meetings-personal-templates.md)
- [\[Objectives\] Creating and Managing Objectives](https://intercomdocs.small-improvements.com/en/articles/9175173-objectives-creating-and-managing-objectives.md): Learn how to create, edit, and track objectives in Small Improvements. Stay aligned, visible, and on track within time-boxed cycles.
- [\[Pulse Surveys\] Instructions for Respondents](https://intercomdocs.small-improvements.com/en/articles/9174539-pulse-surveys-instructions-for-respondents.md)
- [Showing recognition and giving continuous feedback](https://intercomdocs.small-improvements.com/en/articles/9204609-showing-recognition-and-giving-continuous-feedback.md)
- [Performance Reviews: Instructions for Managers](https://intercomdocs.small-improvements.com/en/articles/9204604-performance-reviews-instructions-for-managers.md)
- [Anytime Feedback: Requesting feedback on behalf of your team](https://intercomdocs.small-improvements.com/en/articles/13642374-anytime-feedback-requesting-feedback-on-behalf-of-your-team.md)
- [360 Feedback: Managing Your Team's Feedback](https://intercomdocs.small-improvements.com/en/articles/9204607-360-feedback-managing-your-team-s-feedback.md)
- [Objectives: Manage your Team’s Objectives](https://intercomdocs.small-improvements.com/en/articles/9204613-objectives-manage-your-team-s-objectives.md): Browse, create, and manage your team's objectives in Small Improvements to stay aligned and informed
- [1:1 Meetings: Team Dashboard for Managers](https://intercomdocs.small-improvements.com/en/articles/9204615-1-1-meetings-team-dashboard-for-managers.md)

## Integrations

- [Slack Integration](https://intercomdocs.small-improvements.com/en/articles/9151041-slack-integration.md): Learn how to connect Small Improvements to Slack to manage performance reviews, 1:1 meetings, and objectives directly from your chat. This guide covers admin setup, using /praise and /note commands...
- [Google Workspace: Setting up integration and SSO](https://intercomdocs.small-improvements.com/en/articles/9151077-google-workspace-setting-up-integration-and-sso.md): Learn how to integrate Google Workspace with Small Improvements to enable Single Sign-On \(SSO\) and automate user imports, making it easier to manage employee access and profiles.
- [1:1 Meetings: Setting up calendar integrations](https://intercomdocs.small-improvements.com/en/articles/9151047-1-1-meetings-setting-up-calendar-integrations.md)
- [Small Improvements REST API](https://intercomdocs.small-improvements.com/en/articles/9151054-small-improvements-rest-api.md): Learn how to access and use the Small Improvements REST API, including technical requirements, how to request activation, and generating personal access tokens.
- [Integrate with a Third-Party Product](https://intercomdocs.small-improvements.com/en/articles/9151055-integrate-with-a-third-party-product.md): Learn how to use iFrame URLs and parameters \(userid, loginname, or bambooid\) to display performance data in third-party applications.
- [Grammarly and Google Translate](https://intercomdocs.small-improvements.com/en/articles/9151063-grammarly-and-google-translate.md): How to manage Grammarly and Google Translate settings for a smoother experience in Small Improvements.
- [Automatic User Import from a Remote Server](https://intercomdocs.small-improvements.com/en/articles/9151064-automatic-user-import-from-a-remote-server.md): Automatically import user data from a remote server into Small Improvements. Set up, preview, and schedule updates to keep records current.
- [\[HRIS Integrations\] BambooHR – Setup Guide and Best Practices](https://intercomdocs.small-improvements.com/en/articles/9151068-hris-integrations-bamboohr-setup-guide-and-best-practices.md)
- [\[HRIS Integrations\] BambooHR – Synchronizing Only a Subset of Your BambooHR Users](https://intercomdocs.small-improvements.com/en/articles/9151072-hris-integrations-bamboohr-synchronizing-only-a-subset-of-your-bamboohr-users.md)
- [\[HRIS Integrations\] BambooHR – Viewing Small Improvements Data in BambooHR](https://intercomdocs.small-improvements.com/en/articles/9151076-hris-integrations-bamboohr-viewing-small-improvements-data-in-bamboohr.md)
- [\[HRIS Integrations\] Personio](https://intercomdocs.small-improvements.com/en/articles/9151079-hris-integrations-personio.md)
- [\[HRIS Integrations\] Namely](https://intercomdocs.small-improvements.com/en/articles/9151084-hris-integrations-namely.md)
- [\[HRIS Integrations\] Rippling](https://intercomdocs.small-improvements.com/en/articles/9151086-hris-integrations-rippling.md)
- [\[HRIS Integrations\] Workday](https://intercomdocs.small-improvements.com/en/articles/9151089-hris-integrations-workday.md)
- [\[HRIS Integrations\] Kallidus](https://intercomdocs.small-improvements.com/en/articles/9151110-hris-integrations-kallidus.md)
- [\[HRIS Integrations\] Workable](https://intercomdocs.small-improvements.com/en/articles/10087988-hris-integrations-workable.md): Integrate Small Improvements with Workable
- [HRIS Integrations: SFTP](https://intercomdocs.small-improvements.com/en/articles/9151067-hris-integrations-sftp.md)
- [Single Sign-On \(SSO\) Overview](https://intercomdocs.small-improvements.com/en/articles/9151099-single-sign-on-sso-overview.md)
- [\[SSO Integrations\] Okta](https://intercomdocs.small-improvements.com/en/articles/9151103-sso-integrations-okta.md)
- [\[SSO Integrations\] Centrify](https://intercomdocs.small-improvements.com/en/articles/9151104-sso-integrations-centrify.md)
- [\[SSO Integrations\] OneLogin](https://intercomdocs.small-improvements.com/en/articles/9151108-sso-integrations-onelogin.md)
- [\[SSO Integrations\] PingIdentity](https://intercomdocs.small-improvements.com/en/articles/9151115-sso-integrations-pingidentity.md)
- [\[SSO Integrations\] Microsoft Azure](https://intercomdocs.small-improvements.com/en/articles/9151117-sso-integrations-microsoft-azure.md)

## AI Features

- [Small Improvements and AI](https://intercomdocs.small-improvements.com/en/articles/10244656-small-improvements-and-ai.md): Explore how Small Improvements uses AI to support better feedback and follow-up, and how HR Admins can manage these features.
- [AI: Feedback Summaries for 360 Feedback and Anytime Feedback](https://intercomdocs.small-improvements.com/en/articles/16776306-ai-feedback-summaries-for-360-feedback-and-anytime-feedback.md): Highlight key insights from 360 Feedback and Anytime Feedback with AI-generated summaries.
- [AI Coaches: Configuring Coaches and Company Resources](https://intercomdocs.small-improvements.com/en/articles/15621685-ai-coaches-configuring-coaches-and-company-resources.md)
- [AI Coaches: Pre-built Coaches](https://intercomdocs.small-improvements.com/en/articles/15889183-ai-coaches-pre-built-coaches.md): Learn about the AI Coaches included in every Small Improvements account, where to find them, what they do, and which company resources help them provide better guidance.
- [\[AI\] Viewing Manager Summaries in Reviews](https://intercomdocs.small-improvements.com/en/articles/12427918-ai-viewing-manager-summaries-in-reviews.md): View AI summaries to support review quality, coach managers, and monitor feedback trends across the organization.
- [AI: Review Cycle Insights](https://intercomdocs.small-improvements.com/en/articles/13392409-ai-review-cycle-insights.md): Generate an AI-powered summary of a review cycle \(or a subset of a cycle\)
- [AI: Writing Assistant](https://intercomdocs.small-improvements.com/en/articles/12427622-ai-writing-assistant.md): Coaching tool to help you write clearer, more actionable feedback.
- [AI: Objectives Assistant](https://intercomdocs.small-improvements.com/en/articles/12020497-ai-objectives-assistant.md): Setting objectives that matter starts with meaningful feedback. With our AI tools, you can turn feedback into actionable goals and refine them along the way.
- [AI: Using the Objectives Coach](https://intercomdocs.small-improvements.com/en/articles/13189101-ai-using-the-objectives-coach.md): Get AI-powered suggestions based on the SMART method to help you strengthen your objectives after they've been created.
- [\[AI\] Manager Summary for Reviews](https://intercomdocs.small-improvements.com/en/articles/12427665-ai-manager-summary-for-reviews.md): Highlight key feedback with AI-generated summaries. Easily add them to reviews and 1:1s for more focused conversations.

## Recipes

- [Sync the Big Three for a seamless performance process: 360s, Reviews, and Objectives](https://intercomdocs.small-improvements.com/en/articles/9189745-sync-the-big-three-for-a-seamless-performance-process-360s-reviews-and-objectives.md)
- [10 tips every manager needs to support growth](https://intercomdocs.small-improvements.com/en/articles/9189748-10-tips-every-manager-needs-to-support-growth.md)
- [Steer career growth with the right feedback tools](https://intercomdocs.small-improvements.com/en/articles/9189751-steer-career-growth-with-the-right-feedback-tools.md): Learn how to support employee career development with Small Improvements. A practical guide to using 1:1 Meetings, Objectives, and Automated Feedback Requests to track growth and keep career conver...
- [Gamify feedback and praise to boost engagement](https://intercomdocs.small-improvements.com/en/articles/9189752-gamify-feedback-and-praise-to-boost-engagement.md): Learn how to boost team engagement by transforming feedback and recognition into a fun, rewarding game. This guide covers setting up automated feedback requests, running "feedback hero" reports, an...
- [Our data-driven features: The key to better decisions and strategies](https://intercomdocs.small-improvements.com/en/articles/9189776-our-data-driven-features-the-key-to-better-decisions-and-strategies.md)
- [Inspire manager engagement through feedback](https://intercomdocs.small-improvements.com/en/articles/9189778-inspire-manager-engagement-through-feedback.md)
- [Using 1:1 Meetings to Improve Performance Conversations](https://intercomdocs.small-improvements.com/en/articles/9189785-using-1-1-meetings-to-improve-performance-conversations.md)
- [1:1 Meetings & Objectives: Onboarding new employees](https://intercomdocs.small-improvements.com/en/articles/9189789-1-1-meetings-objectives-onboarding-new-employees.md): Simplify new hire onboarding by using 1:1 meeting templates and Objectives to set clear expectations, track 30-60-90 day goals, and collect continuous feedback.
- [1:1 Meetings: Not just operational](https://intercomdocs.small-improvements.com/en/articles/9189875-1-1-meetings-not-just-operational.md): Learn how to balance tactical tasks with meaningful coaching. This guide explores how to use 1:1 talking points and private notes to foster growth, build trust, and move beyond a simple status update.
- [360 Feedback: Conducting upward manager reviews](https://intercomdocs.small-improvements.com/en/articles/9189877-360-feedback-conducting-upward-manager-reviews.md): Learn how to implement upward manager reviews using Small Improvements. Build psychological safety and help managers grow with feedback from their direct reports.
- [360 Feedback: Choosing between anonymity and transparency](https://intercomdocs.small-improvements.com/en/articles/9189879-360-feedback-choosing-between-anonymity-and-transparency.md): Learn how to decide if feedback should be anonymous or attributed, how to use our new Confidential Questions feature, and best practices for building a high-trust feedback culture.
- [Performance management: Decoupling compensation from reviews](https://intercomdocs.small-improvements.com/en/articles/9189881-performance-management-decoupling-compensation-from-reviews.md): Learn why decoupling compensation from performance reviews leads to more authentic feedback, reduces employee anxiety, and helps managers shift from 'judges' to 'coaches' for better team development.
- [Reviews: Choosing the best time to share feedback](https://intercomdocs.small-improvements.com/en/articles/9189910-reviews-choosing-the-best-time-to-share-feedback.md): Learn the best timing for sharing performance reviews and how to automatically sync AI-generated summaries into your 1:1 meeting agendas for a more productive conversation.
- [Objectives: Leveraging public visibility and Slack](https://intercomdocs.small-improvements.com/en/articles/9189913-objectives-leveraging-public-visibility-and-slack.md): Foster a culture of transparency by leveraging public personal objectives. Learn how to drive alignment, create cross-team feedback loops, and set up the Slack integration for real-time goal updates.
- [Recipe: Conducting Exit Surveys via Feedback](https://intercomdocs.small-improvements.com/en/articles/9189916-recipe-conducting-exit-surveys-via-feedback.md): A step-by-step guide to setting up a structured exit survey process using Feedback Requests. Learn how to centralize offboarding insights and use custom templates to capture meaningful data.
- [1:1 Meetings: Choosing your scheduling workflow](https://intercomdocs.small-improvements.com/en/articles/9189918-1-1-meetings-choosing-your-scheduling-workflow.md): Learn how to set up your 1:1 routine using either Calendar Integrations for visibility or Automations for customized, template-driven workflows.
- [Pulse: Creating your end-of-year survey](https://intercomdocs.small-improvements.com/en/articles/9189920-pulse-creating-your-end-of-year-survey.md): Plan your 2026 strategy with our end-of-year Pulse survey guide. Get 10+ modern questions on AI, well-being, and growth, plus tips on performance filtering.
- [Performance Reviews: The strategy of calibration](https://intercomdocs.small-improvements.com/en/articles/9189921-performance-reviews-the-strategy-of-calibration.md): Discover best practices for facilitating calibration meetings and using Small Improvements data to spot rating discrepancies and eliminate evaluation bias.
- [24 questions to ask in your next 1:1 Meeting](https://intercomdocs.small-improvements.com/en/articles/9523391-24-questions-to-ask-in-your-next-1-1-meeting.md)
- [Performance Improvement Plans: A recipe for meaningful growth](https://intercomdocs.small-improvements.com/en/articles/10611216-performance-improvement-plans-a-recipe-for-meaningful-growth.md): Learn how to combine Objectives, 1:1s, and Peer Feedback to build a supportive, trackable Performance Improvement Plan \(PIP\) for your team.