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HR Success: Set Up Guide

Applicable packages Leave Time HR Essentials HR Success


Required Roles Team Manager HR Manager Administrator ADU Manager



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 sales@appogeehr.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


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. 


Performance Reviews


Employee Performance Reviews allow you to gather information and feedback about an employee and review specific elements of their performance across a set time period.  Management of Performance Reviews is done through Review Type Templates. The Performance Review will allow you to gather 360 Feedback from across the organisation and once complete, can be saved to an employee's Performance Profile. 


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 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. 



For more information on how to use and configure Performance Reviews, take a look at the following articles: Performance Reviews & 360 Feedback, Performance Review Config, 360 Feedback


Goals


 Goals enable you to track your Company, Team and Personal objectives within Appogee HR. You can configure the sharing permissions to enable cross-company collaboration or monitor personal development goals.


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. 




For more information on how to set up and use Goals, take a look at the following articles: Using Goals, Goals User Roles & Permissions & Goals Configuration



Onboarding


The Onboarding Portal helps you get new starters to feel at home in your organization quickly as well as getting them productive quickly by dealing with routine induction tasks before their first day. It’s possible to add new starters to Appogee HR prior to their start date, to assist with their Onboarding into your company. They will be given access to the Onboarding Portal, which you can configure, and is a place for them to give you their personal information as well as a chance to review company documents or upload their personal records.


To configure the various settings within the Onboarding Portal, head to Process Config > Onboarding 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.



Review Cycles


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.


Performance > Reviews > Configure 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


News Feed


The News Feed in Appogee HR allows you to announce news and share posts about your organisation with your employees and interact on these posts through comments and likes. 


Posts are added to customisable categories while security settings within the categories can also be customised. 


From the left menu click News Feed > All Posts > New Post.




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.








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