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
- System Administrators
- Admin How-to Videos
- Admin Videos: Full List
Admin Videos: Full List
Performance & Talent Summary
Please note: some of these videos have yet to be updated to the new user experience.
New videos are coming soon.
People Management
- Importing Employee Data via CSV File Upload
- Manually Adding Users
- How to Search, Impersonate and Invite Users
- How to Edit a User and change their Manager
- Managing Leavers in the system
- Working with Admin Roles and Organisational Unit Configuration
Organisational Goals and Objectives
- How to create and use Organisational Goals with Performance Objectives
- Objectives Settings
- Making use of the Objective Library
Conversations
Feedback
Navigation Options
Report Options
Languages and System Terminology
Additional Modules (dependent on your Clear Review package / admin permission levels)
Talent Snapshots
Feedback Circles
Engagement
