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?
Employees
How-to Videos
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
Actions
Conversations
Microsoft Outlook Integration - Employee Configuration
Preparing for a Check-in
Making the most of Check Ins
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
Frequently Asked Questions (FAQs)
How to answer your Talent Snapshot
Feedback - Draft your Feedback with AI
Managers
Your Team
Workflows for Multiple Managers
My Team - Private Notes
My Team - Performance Summary
My Team - Key features and functions
Manager: How to answer a Talent Snapshot for your Team
System Administrators
System Administrators
Admin How-to Videos
DEPRECATED Training and Communication Materials
DEPRECATED Admin System Configuration Options
DEPRECATED 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
DEPRECATED Analytics (Additional Module)
Migration from Analytics API to Performance and Talent Reporting API
Analytics API End of Life Notification
DEPRECATED Engagement (Additional Module)
Performance & Talent Implementation
System Notifications- Admin System Configuration Options
Talent Snapshots
How to add new round in Talent snapshot
How to add or remove participant in Talent snapshots
How to add new round in Talent snapshot
Define what talent means in your organisation
Creating Effective Talent Snapshot Questions
How to create and edit a new Template for Talent snapshots
Languages and System Terminology Settings
Conversation Settings
Conversations - Reminders and Discussion Prompts
Supplemental Discussion Prompts
Enabling Multiple Conversation Types
Default Conversation Prompts
Organisational Goals
Navigation Options
Admin Reporting Overview
Objective Settings
Configuring the Objectives Library
Performance Objective Options
Personal Development Objective Options
Feedback Settings
Feedback Circles Round Templates
Draft with AI for Admins
Feedback Circles for Admins (Additional Module)
Feedback Settings
Building a Feedback Culture
Support is Evolving
People Management
Multiple Managers Configuration
How to Set Up Delegate Access
People Management
Creating Admin Roles / Assigning Access
Report Visibility Options
Integration Settings
User Experience / User Interface Release
- All categories
- System Administrators
- Integration Settings
- Microsoft One Drive Integration - Admin Configuration
Microsoft One Drive Integration - Admin Configuration
Microsoft OneDrive Integration with Performance & Talent
Employees can add context to Check-ins and Objectives by uploading files and images to their OneDrive account directly from Performance & Talent. The link or image is then displayed in Check-In Notes and Objective comments.
This feature is useful for showcasing proof of achieving objectives and capturing whiteboard or notebook photos from conversations.
How it Works
The Microsoft OneDrive integration feature is switched off by default. To enable it, go to the Integrations section on the Admin Settings.
Once enabled, an attachment (paperclip) icon appears on the objective comments section. When this icon is selected, employees may see a pop-up asking them to authenticate with their Microsoft account. After authentication, they can choose a file to upload to their check-in.
The selected file link is added to the check-in note or objective comment. Employees must add some text to the check-in note or objective comments before saving.
Troubleshooting
If employees encounter an error message indicating that Admin approval is required, additional configuration may be needed by the IT team. The IT team can refer to Microsoft's documentation on "Consent Workflow" for more information:
https://docs.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow
https://docs.microsoft.com/en-us/azure/active-directory/manage-apps/configure-user-consent
