Employees
How-to Videos
Objectives
What are Objectives
Setting Performance Objectives
What are Personal Development Objectives
Setting Personal Development Objectives
Managing Your Objectives
Adding Collaborators to Objectives (Optional Feature)
Feedback
Feedback Overview
Giving Effective Feedback
Feedback Circles (Optional Feature)
Feedback - Draft with AI FAQ's
Feedback - Draft your Feedback with AI
Give Feedback from Microsoft Teams
Conversations
Making the most of Check Ins
Preparing for a Check-in
Microsoft Outlook Integration - Employee Configuration
Actions
Talent Snapshots
Frequently Asked Questions (FAQs)
Managers
Your Team - Key features and functions
Your Team - Performance Summary
Your Team - Private Notes
Your Team - Talent Snapshots
Your Team - Wider Team (for Senior Managers)
Workflows for Multiple Managers
System Administrators
Admin How-to Videos
Training and Communication Materials
Importance of Communications Plan and Knowing your Audience
Performance & Talent Training Materials
Clear Review Sample Launch Email Template
Tips for Building Engagement
Using Clear Review on a Mobile Device
Communicating the Benefits of Continuous Performance Management
Performance Focus and Success Measures
Admin guidance for using My Feedback Link
Clear Review Using 'Draft with AI' Email Template
Admin System Configuration Options
OneAdvanced Identity
Migrating to Identity
Federated
Federating OneAdvanced Identity to Azure Active Directory
Frequently Asked Questions (for Federated customers)
Federated Customer - Migration plan - Single Sign On
Non-Federated
Migrating to OneAdvanced Identity
OneAdvanced Identity
People Management
People Management
Creating Admin Roles / Assigning Access
Importing Employee Data
Multiple Managers Configuration
How to Set Up Delegate Access
Organisational Goals
Objective Settings
Performance Objective Options
Personal Development Objective Options
Collaborative Objectives
Configuring the Objectives Library
Feedback Settings
Building a Feedback Culture
Feedback Settings
Feedback Circles for Admins (Additional Module)
Draft with AI for Admins
Giving Feedback using Voice Notes
Conversation Settings
Enabling Multiple Conversation Types
Conversations - Reminders and Discussion Prompts
Default Conversation Prompts
Supplemental Discussion Prompts
Talent Snapshots
Talent Snapshots Guide and Sample Qs
Creating Effective Talent Snapshot Questions
Define what talent means in your organisation
How to add or remove participant in Talent snapshots
How to add new round in Talent snapshot
How to create and edit a new Template for Talent snapshots
Navigation Options
Report Visibility Options
Languages and System Terminology Settings
System Notifications
Integration Settings
Integrations (HRIS Data Feed / Single Sign on)
Microsoft One Drive Integration - Admin Configuration
Microsoft Teams Integration - Admin Configuration
Microsoft Outlook Integration - Admin Configuration
Analytics (Additional Module)
Analytics Overview (Additional Module)
Data Analytics API - How to Generate my API Key
Migration from Analytics API to Performance and Talent Reporting API
Analytics API End of Life Notification
Engagement (Additional Module)
Admin Reporting Overview
Raising a Support Ticket
Performance & Talent Implementation
Events and FAQ's
User Experience / User Interface Release
Why Performance Management
- All categories
- System Administrators
- Admin System Configuration Options
- OneAdvanced Identity
- Migrating to Identity
- Federated
- Federated Customer - Migration plan - Single Sign On
Federated Customer - Migration plan - Single Sign On
Updated
by Tom Mullen
This migration plan will help you successfully migrate to the OneAdvanced Identity service, and involves a collaborative effort between you as the customer and the Performance & Talent (Clear Review) team.
- Nominate a portal admin: Send the following details of your nominated technical contact to cr.clarissa@oneadvanced.com
✅First Name
✅Last Name
✅Example.Email@Example.com
This individual will use the self-service portal to manage your Single Sign On the configuration.
- Create a new Enterprise Application: You will need to create a new application within your federation provider (e.g., Azure AD).
- Schedule the Migration: Once the new application is configured and tested on your side, please contact cr.clarissa@oneadvanced.com to schedule a date and time for the final switch.
- Migration Execution: The migration itself will involve a planned downtime of approximately 60 to 120 minutes. During this window, we will migrate all your users to our new platform service. The diagram below illustrates the migration journey.

- Recommended Preparation (Optional): To help streamline the migration process, we recommend that any users in Performance & Talent who have left the business and are outside their data retention period are removed from the application beforehand. This is not mandatory but will reduce the number of users requiring migration.