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
- Report Visibility Options
- Senior Manager Report Visibility Options
Senior Manager Report Visibility Options
Senior Manager Report Options
Allow senior managers to view employee summary for their wider team
By default, senior managers are not given access to the full performance details (conversations, feedback, objectives) of employees who are more than one level below them in their wider team (downstream).
If you wish to allow this, switch this option to "Yes". This will allow senior managers to view the "employee Summary" page for employees up to three levels below them in their downstream (wider team).
Allow senior managers to view Talent Snapshot Responses report for their wider team
If you wish your senior managers to be able to run the "Talent Snapshot responses" report for their wider team, switch this option to "Yes". This will enable them to see the responses to Talent Snapshot questions for all employees within their wider team (downstream). They will see the "Talent Snapshot responses" report on their "Wider Team" page.
If this option is switched to No, only system Administrators will be able to run the Talent Snapshot report.
Performance Objectives Report: Allow senior managers to see objective progress
Senior managers are able to run a report from their "Wider Team" page showing the objectives of all their wider team members (i.e. those in their entire downwards reporting line).
By default this report includes a column showing the progress status of each objective. If you don't want your senior managers to see the objective progress column, you can switch this option to "No"
