Welcome to Perform & Engage 365 admins

Perform & Engage 365 empowers leadership, managers and employees to drive positive engagement across the business, improve performance management processes and help build a better workplace culture, starting with a simple 10-minute employee check-in.

As an admin user, your role is vital in ensuring your organisation benefits from Perform & Engage 365.

To help you get off to a flying start, here's a comprehensive rollout guide which you should read first: Rollout guide for Perform & Engage 365 admins

Once you are set up and ready for your rollout, there are a number of quick reference topics below that will help all admins “hit the ground running” with Perform & Engage 365

Once you’ve read the rollout guide, you will want to learn about navigating your way around Perform & Engage 365:

• Your Perform & Engage 365 Profile
• The Me dashboard
• The Organisation dashboard
• The My Team dashboard

Next, you will want to learn about the basics of the Perform & Engage 365 check-in:

• What is the Perform & Engage 365 check-in?
• Completing my own check-in
• Creating check-in questions for your organisation
• Changing the check-in day or frequency for your organisation

Once you’re happy with the basics, here’s some more advanced check-in stuff:

• Accessing an employee’s profile page
• Viewing question responses
• Viewing 10Pulse scores
• Viewing sentiment trends
• Viewing participation rates

After the check-in, comes goals (skip if using OKRs instead or none):

• Getting started with goals in Perform & Engage 365
• Creating more organisation goals
• Creating goals for individual employees
• Completing or archiving goals

Or OKRs!

• What are OKRs in Perform & Engage 365
• Creating more organisation OKRs
• Creating OKRs for individual employees
• Completing or archiving OKRs

And here are some useful additional resources:

• Running performance conversations in Perform & Engage 365
• Talent mapping in Perform & Engage 365
• How Perform & Engage 365 helps to improve employee engagement
• 5 things feedback needs to impact employee engagement
• How employee recognition impacts employee engagement

If you have any questions, explore the Help Center, contact your named Perform & Engage 365 Customer Support Partner, or create a support ticket.