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 email@example.com 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. This can be a useful tool to monitor employee performance and track progress on designated objectives as well as encourage employee collaboration and feedback.
Configure your Performance Reviews settings by going to Reviews > Config > Review Templates.
Review Type Templates allow you to configure specific elements which can make up a template so that you can run different types of Reviews.
We've added some defaults for you, but feel free to edit these or create your own. To make your own bespoke review just click the create button on the top right and complete the information on the required topics for review and name as needed. Once saved this will be added to your list of review templates that be selected when doing reviews.
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.
Review Cycles can be set up to auto-generate regular reviews. These can be on an annual, quarterly or monthly basis to help monitor employee performance. This feature can be customised according to your own schedules and requirements, using the default Review Templates or creating your own custom ones.
You can also pick and choose which employees are to be included in these cycles.
Go to Reviews > Config > Review Cycles.
Complete and name the scheduled cycle details as required and apply them to the required employees then save changes.
For more information, take a look at the following article: Review Cycles.
Configure your Goals settings by going to 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 Onboarding > Configure Portal.
This can be set up as part of an induction process and can be useful to have information and tasks completed before the first day. From here you can select the default settings for the portal, such as a welcome message, default fields & company documents. You can also add employee documents as part of the company's new starter process if required and configure the message and portal to your requirements.
Users can notify their new employer of booked leave dates by posting in the pre-book leave tab and providing any required documents for example right-to-work documents by clicking the add button and uploading the necessary document.
By setting up an onboarding portal the organisation and create a more efficient and quicker induction process freeing up time and completing certain admin tasks by the time the employee has started.
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.
In the post creation box, select the category and enter the title and content of the post as required.
Images and links can also be included. Click the Create Post at the bottom once you are satisfied with the post.
Employees will be notified that a new post has been added to the News Feed.
For more information, take a look at the following article: News Feed.