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
Clear Review 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
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
User Experience / User Interface Release
Why Performance Management
Table of contents
People Management
Find and Manage Employees
This area helps you find, impersonate, add and edit people (users) details within Clear Review.
Bulk Send New User Invitations
This section enables you to send an invitation to use Clear Review to all users who have not previously been sent one. If you are using Single Sign on (SSO) system invitations are not sent and this will not be visible to you.
This option should be used if you have imported new user details via CSV and chose not to immediately send out the new user invitations at the time of import.
If you have recently performed a CSV import, do not use this option until you have received the confirmation email from the import process.
Configure admin roles
This section helps you create and define the access rights that admin users have within the system. See our supporting article on how to do this.
Allowing for Manager Changes
Some organisations have staff who change Managers regularly (e.g. in matrix or project based organisations).
If HR does not hold the data of who everyone's current Manager is, or wants to provide the flexibility for whatever reason for users to be able to change this, you can switch this option to "Yes". Users will then see a "Sharing settings" item on their user menu which will enable them to change their Manager(s) in the system.
