GETTING STARTED
EMPLOYEE
- Signing your Review (Employee)
- Self Review: Live Review Score
- Reference Goals While Completing a Review
- Filtering Feedback
- I accidentally submitted my self-review. How do I get my review back?
- Filter Goals
MANAGER
- Manager - Send Back an Employee Self Review
- Approving Or Rejecting Goals
- Workflow For Completing And Scoring Goals
- Finalize and Sign a Review (Manager)
- Completing the Manager Portion of a Manager + Self Review
- Completing A Manager Review
ADMINS and COMPANY OWNER
- ★ Quick Tips For Getting Started (Admins)
- Approving Or Rejecting Goals
- Getting Started With Reviews
- Review Types: Manager Review
- Review Types: Manager + Self Review
- Review Types: 360
CASCADING GOALS
TEMPLATES
- Reordering questions
- Review Distribution - Managers
- Preloaded Templates
- Create A Review Template
- Performance Management – Review Template FAQ
- Distributing A Review Template to an Individual
DIRECTORY
SYSTEM SETTINGS
- Email Recipients
- Change Goal Settings
- Configure Your Email Notifications
- Change Your Goal Messaging
- Configure Feedback
- Performance Management Visibility
Employee FAQs
- Cannot Edit my Goal
- Cannot create a goal for myself
- Cannot SSO into TriNet Perform from TriNet Passport
- When will I be able to see my review?
- Review is not saving; receiving "Document out of date" message.
- Why write private notes about yourself?
Manager FAQs
- If I approved a goal, can I undo the approval?
- How can I see who reports to me?
- Can I submit my direct reports' reviews to HR one at a time?
- When I submit my review(s) to HR, who receives the review(s)?
- Can you approve a goal for an employee up front if they create it for themselves?
- Can a Manager see 1:1 feedback that was left for his or her employee?
Admin FAQs
- As an Admin, how can I see everyone's reviews that are in progress?
- What is Feedback?
- How do I see staff feedback as a Company Admin?
- What are Reviews?
- What are Templates?
- Manager(s) did not submit reviews to HR before the review process was ended. How do I recover the non-sumitted reviews?