Employees
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
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
Languages and System Terminology Settings
System Notifications
Integration Settings
OneAdvanced Identity
Understanding OneAdvanced Identity
Configuring authentication with a federated Identity Provider (SSO)
Federated Identity Provider (SSO) - Migration plan
Federating OneAdvanced Identity to Azure Active Directory
Frequently Asked Questions (for Federated customers)
Configuring authentication without a federated Identity Provider
Templated Colleague Communications: Moving to OneAdvanced Identity
Non-federated Identity Provider - Migration plan
Frequently Asked Questions (for non-Federated customers)
Logging-in with Multi-Factor Authentication (for non-SSO users)
Performance & Talent App Initiated Login - SSO
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)
Raising a Support Ticket
Performance & Talent Implementation
Events and FAQ's
Why Performance Management
New User Interface Guides
User Experience / User Interface Release
Setting up logos in the new interface
UXUI Frequently asked Questions
Branding and URL changes
Comms for your employees
An update on our User Experience & User Interface upgrade - 2026
Automatic migration to OneAdvanced Identity
UX UI System Administrators
UI UX Talent Snapshots
How to add or remove participant in Talent snapshots
Define what talent means in your organisation
How to create and edit a new Template for Talent snapshots
UI UX Languages and System Terminology Settings
UI UX Conversation Settings
UI UX Organisational Goals
UI UX Navigation Options
UX UI Admin Reporting Overview
UI UX Objective options
UI UX Configuring the Objectives Library
UI UX Performance Objective Options
UI UX Personal Development Objective Options
UI UX Feedback Settings
UI UX Support is Evolving
UI UX People Management
UI UX Multiple Managers Configuration
UI UX How to Set Up Delegate Access
UI UX People Management
UI UX Creating Admin Roles / Assigning Access
UI UX Report Visibility Options
UX UI Managers
UI UX Why Performance Management
Why Request Feedback?
Why Continuous Performance Management?
Why have Frequent Conversations?
Why use Feedback Circles for 360 Feedback?
Why in the moment Feedback?
Why have Different Types of Conversations?
Why create Agile Performance Goals?
UX UI Employees
UX UI Objectives
What are Objectives
Setting Personal Development Objectives
What are Personal Development Objectives
Setting Performance Objectives
Adding Collaborators to Objectives (Optional Feature)
Managing Your Objectives
UX UI Actions
UX UI Conversations
Microsoft Outlook Integration - Employee Configuration
Preparing for a Check-in
Making the most of Check Ins
UX UI Feedback
Giving Effective Feedback
How to Give and Receive Feedback
Feedback Circles (Optional Feature)
Feedback - Draft with AI FAQ's
Give Feedback from Microsoft Teams
Feedback - Giving Feedback using Voice Messaging
UX UI Frequently Asked Questions (FAQs)
Feedback - Draft your Feedback with AI
Table of contents
- All categories
- New User Interface Guides
- UX UI System Administrators
- UI UX People Management
- UI UX People Management
UI UX People Management
To access this section go to 'Admin Settings' then search for 'People Management'
Finding and Managing Employees
This section allows you to find, impersonate, add, and edit user details within Performance & Talent
Admin Roles
Create and define access rights for admin users within the system. For more information, refer to our supporting article on [configuring admin roles]
Organisational units
Structure your organisation into units to manage teams and reporting lines effectively.
Allow Employees to change their Managers(s)
Enable employees to request or update their reporting manager within the system.
