Access Employee Performance
A guide to the Employee Performance tool
Setting your check-in period start monthHow do I set check-in period start months?
Assign administrator role to a userGet started as an administrator.
Member roles explainedMember roles for Access Employee Performance explained.
Set up rolesSet up member roles.
Employees visible in Goals and Objectives and Path to GreatWho can I see in the Goals and Objectives and Path to Great?
Bulk uploading objectivesUpload objectives in bulk.
Setting up automated check-in remindersSet up automated check-in reminders.
Filters within Goals and ObjectivesHow do i use the filters within Goals and Objectives?
Recording Check-ins with your manager in Goals and ObjectivesHow can I record a check-in with my manager?
Booking a check-in
Restricting employee from editing objectives within Goals and ObjectivesHow do I restrict my employee from editing objectives?
Analytics drill down and filtersUsing analytics drill down and filters.
Provision Analytics - Add AnalyticsHow do I add analytics in provision analytics?
Provision Analytics - Creating a Data ConnectionHow do I create a data connection?
Accessing the Access Employee Performance pidgetHow do I access the Access Employee Performance pidget?
Data Import within the Access Employee Performance Pidget
Path to Great manager view - Setting a chart positionSet the chart position in Path to Great as a manager.
Path to Great manager viewWhat can be done in the Path to Great manager view?
Manager is unable to see a direct report
Analytics filters
Unable to select future year in calendar date picker when scheduling check-inFuture calendar year greyed out when scheduling check-in.
Seeing my indirect reports in the manager dashboardHow can I see data for my indirect reports?
View personal objectives aligned to company goalsView personal objectives aligned to company goals.
Complete a performance review
Create a performance review
Delete all published Path to Great records
Delete all published check in records
Reporting lines
Error logs tab within the Access Employee Performance Pidget
Data export within the Access Employee Performance Pidget
Objective feedback reportA guide to the Objective feedback report