Perform & Engage 365 empowers employees and their managers to have more open conversations about employee experience, align when it comes to key goals or targets, and help build a better workplace culture, starting with a simple 10-minute check-in.
By providing frequent, honest feedback you'll help to shape the culture and performance of your organization.
Welcome notification
Once your account is created on Perform & Engage 365 and enabled by your manager (or an administrator) you will receive a notification via email or a workplace platform such as Microsoft Teams.
Click the link in the notification to get started. First, you can set up your password. If your company uses Microsoft 365 or G-Suite, you might be able to verify your account using these options.
To get started, you can learn how to navigate around Perform & Engage 365:
Next, you can learn the basics of the Perform & Engage 365 check-in:
- What is a check in?
- How do I complete a scheduled check in?
- How do I complete an ad-hoc check-in?
- How to send and request ad-hoc feedback
- Record your vacation
After the check-in, comes goals. You can skip this if you're using OKRs instead, or if your organization doesn't record goals:
- Update goals as part of your check-in
- Create personal goals
- Edit goals
- Update goals outside of your check-in
Then OKRs:
- Update OKRs as part of your check-in
- Create personal OKRs
- Edit OKRs
- Update OKRs outside of your check-in
Here are some other useful resources to get you started:
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