Reviews, goals & skills

Complete and conduct reviews

• Accessing your review form and preparing reviews
• Preparing, carrying out and analyzing a review as a reviewer
• Using feedback requests for a review
• Validating and printing a review report
• Requesting or canceling peer feedback for a review (manager)

Configuring Skills module

• Implementing the skills module in my company
• Importing skills grids
• Importing skills and updating them via import
• Configuring the rating scale

Using the Skills module

• Accessing my skills assessments
• Analyzing my team's skills
• Launching a review campaign to assess skills
• Assessing skills in a review
• Creating and editing a skill
• Skills FAQs

Managing and setting goals

• Viewing and updating my goals
• Creating and managing personal and team goals
• Scheduling and freezing goals via review campaigns
• Set up the rate at which the goals are set and their weighting
• Managing goals and performance bonuses in Lucca
• Importing and exporting goals

Set up review campaigns (excluding forms)

• Tasks of a Poplee Performance administrator
• Setting up a review campaign
• Adding an approver and carrying out reviews with two managers
• Advanced option for viewing reviews for a campaign owner
• Setting up a 360° review campaign

Set up a review form for a campaign

• Setting up a campaign with Training and Skills questions
• Setting up a campaign with goals and the links with the goals module
• Filter questions/sections so they are visible to a specific population
• Adding a link to the review form
• Updating the HR file with a review campaign

Download and use review templates

• Download and import review templates
• Managing all your one-off reviews (e.g. end of trial period) in a single campaign.
• Translating questions in a review template
• How to import templates

Review recommendation assistant and importing reviews

• Starting with review recommendations (what is the purpose, how to activate them)
• Understanding why reviews are shown (or not shown) in the recommended reviews
• Creating a recommendation rule
• Tracking and scheduling recommended reviews
• Importing previous reviews in PDF format into Poplee Performance
• Importing review dates

Manage an ongoing review campaing

• Find and manage your campaigns more easily on the Campaigns page
• Tracking and managing a launched campaign
• Editing the settings for a campaign
• Adding/Archiving/Deleting an employee review to/from a launched campaign
• Closing/Archiving/Deleting a review campaign

Analyzing review campaigns

• Analyzing campaign responses
• Mapping employees along 2 axes (9 boxes) and identifying top talent
• Displaying reviews in the HR file
• Exporting Answers of a Review Campaign

Configure permissions and notifications

• Managing roles in Poplee Performance
• Delegating campaign administration to HR colleagues or managers
• Notifications and emails from Poplee Performance