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
Table of contents
- Where can I find more resources on OneAdvanced Identity?
- Do you have a change/migration plan?
- How will I benefit?
- What is the impact on me if this change is not implemented?
- What are the risks associated with the migration?
- What is the Rollback / Backout plan once the migration has started?
- What pre-implementation testing has been completed & can you support our testing?
- What post-implementation testing will be completed?
- Do you have a suggested communication and engagement plan we can use for our employees?
- All categories
- System Administrators
- Admin System Configuration Options
- OneAdvanced Identity
- Migrating to Identity
- Federated
- Frequently Asked Questions (for Federated customers)
Frequently Asked Questions (for Federated customers)
Updated
by Tom Mullen
- Where can I find more resources on OneAdvanced Identity?
- Do you have a change/migration plan?
- How will I benefit?
- What is the impact on me if this change is not implemented?
- What are the risks associated with the migration?
- What is the Rollback / Backout plan once the migration has started?
- What pre-implementation testing has been completed & can you support our testing?
- What post-implementation testing will be completed?
- Do you have a suggested communication and engagement plan we can use for our employees?
Where can I find more resources on OneAdvanced Identity?
View this guide that lists Identity resources
Do you have a change/migration plan?
- This guide contains the Migration plan.
How will I benefit?
- Enhanced Security: The new platform uses industry-standard security protocols like OpenID Connect and SAML. This ensures that user verification is robust, preventing unauthorised access and safeguarding your data.
- Access to Future Enhancements: This migration is a necessary step to enable your access to our upcoming, significantly improved user experience (UX/UI) project and all future platform innovations.
- Designed for easy integration across OneAdvanced’s web-based products, our Identity service ensures a consistent, secure experience that works effortlessly within our ecosystem.
What is the impact on me if this change is not implemented?
Failure to migrate to the Advanced Platform Identity Service will result in the future loss of access to the Performance & Talent application. This is because all platform updates, including the major UX/UI project, are built exclusively on this new Identity service. This migration is essential to ensure system access continuity including access to future enhancements.
What are the risks associated with the migration?
The primary risk is the planned period of service disruption during the migration, which is estimated to be two hours. We mitigate this risk by scheduling the change during a low-impact window agreed upon with you in advance.
Our technical team will be on standby throughout the process to resolve any issues immediately.
What is the Rollback / Backout plan once the migration has started?
There is no automated, one-click rollback function, the migration is a well-defined and tested process already validated with multiple customers.
- We already know the customer single sign on is working with the existing Performance & Talent (Clear Review) Authentication.
- We also know the Identity single sign on is working, as this is enabled for multiple organisations across the OneAdvanced Portfolio.
What pre-implementation testing has been completed & can you support our testing?
Most federation providers, including Azure AD, allow you to test the new SSO connection before it is enabled for all users. This instructional guide includes the steps for this test, allowing us to confirm that authentication is working correctly without disrupting your users.
What post-implementation testing will be completed?
From an end-user perspective, the experience will be seamless; the login process will not change.
Our post-implementation testing consists of:
- A designated contact from your side and a member of our team logging in to confirm successful authentication immediately after the switch.
- Our team actively monitoring the service for any login anomalies following the migration.
Do you have a suggested communication and engagement plan we can use for our employees?
We advise you to communicate a planned maintenance window to your users in advance. Given the two-hour migration time, we recommend announcing a half-day window to be safe.
For example:
"Please be aware that the Performance & Talent system will be unavailable on [Date] between [Start Time] and [End Time] for essential security and platform upgrades. We apologise for any inconvenience caused."