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
- All categories
- System Administrators
- Admin System Configuration Options
- System Notifications
- System Notifications
System Notifications
Updated by Customer Success
NOTIFICATIONS
Clear Review sends a combination of action based and time based notifications to end users. Action based notifications are triggered by events such as when an objective is sent for approval, or a check-in is scheduled.
Time based notifications send reminders based on certain time parameters. These are optional and need to be enabled via Admin > Notifications. View a full list of system notifications here.
Time based Notifications
By default, the system will send out periodic time-based notifications to users and managers such as the weekly manager team update email.
- If you do not wish your users to receive these (for example because you have not yet fully launched the system), you can switch them off by changing this setting to "No". You can switch it back to Yes at any time.
- Quick summary of time based notifications (when turned on via the Admin area) are highlighted below:
- Check-ins: when pass the minimum expected time (as set in Admin), an email notification is triggered to employee and manager
- Objectives: when sent for approval, and is not approved after one week, a notification is triggered to the manager
- Feedback: when an individual has not received or given feedback in 4 weeks
- Managers: receive a Weekly “Your Team” email (sent every Friday) which contains a team summary of required actions; overdue check-ins, overdue actions and objectives and feedback needs