The features detailed in this article are available as part of our Appogee HR Success package. If you're interested in upgrading to take advantage of this feature, please get in touch with the Sales team, email firstname.lastname@example.org or speak to your Customer Success Representative.
This article details the set up options you will have within the Appogee HR Success package. Please use the Appogee HR Essentials Set up Guide to get started with initial configuration of your Appogee HR Account prior to following this guide.
Advanced Performance is split into Performance Reviews & Goals.
Configure your Performance Reviews settings by going to Process Config > Review Type Templates.
Review Type Templates allow you to configure specific elements which can make up a template, so that you can run different types of Review.
We've added some defaults for you, but feel free to edit these or create your own.
Within each template, you can configure different elements, such as which Profile Data to include, whether you include Leave data, and what the Manager & Employee Assessment comments are.
Configure your Goals settings by going to Process Config > Goals Config.
From here, you can set up different settings for Goal Creation & Approval, Goal Visibility and Tasks. You can choose whether the creator of a Goal has the ability to override the default sharing permissions.
It's also possible to select when Goals automatically lock & expire.
To configure the various settings within the Onboarding Portal, head to Process Config > Onboarding Portal.
From here you can select the default settings for the portal, such as a welcome message, default fields & company documents.
For more information regarding the set up of the Onboarding Portal, take a look at the following articles: Configure the Onboarding Portal for your Company, How to Create a Top Notch Onboarding Process & Using the Onboarding Tab.