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
- All categories
- System Administrators
- Admin System Configuration Options
- Conversation Settings
- Conversations - Reminders and Discussion Prompts
Conversations - Reminders and Discussion Prompts
Email people who have not had a Conversation
- If you opt to use the 'Time Based Notifications' feature via Admin, Clear Review will automatically email users who have not had a conversation within a given period, to remind them to conversation with their manager.
- By default, this period is set to 12 weeks. You can change the expected frequence / reminder period by clicking the "Change" button via the Admin > Conversations area.
- Each Saturday, Clear Review will check the records of every active user on the system and email those who have not had a conversation within the specified reminder period. So if the period was set to 12 weeks, a user who last had a conversation 13 weeks ago would receive the reminder email and a user whose last conversation was 8 weeks ago would not.
Prompts for Discussion
- Conversation records in Clear Review feature a set of "Prompts for Discussion" to help structure the conversation between the manager and the individual.
- You can customise the both the types of conversations visible to your employees and the default prompts for discussion by clicking the "Configure Conversations" button. This will open the customisation pane where you can access a rich-text editor for each conversation where you can make your changes.
- You can also toggle on or off the visibility of a given conversation and any point.
- You can add hyperlinks in the Prompts for Discussion which are useful if you wish to add links to pages on your intranet which offer further guidance or details, such as your company values or a behaviour/competency framework.
