Why Performance Management
Why Request Feedback?
Why Continuous Performance Management?
Why have Frequent Conversations?
Why in the moment Feedback?
Why have Different Types of Conversations?
Why create Agile Performance Goals?
Employees
How-to Videos
Objectives
User Video: Working with Objectives Pt. 1 - Creating New Objectives
User Video: Working with Objectives Pt. 2 - Managing your Objectives
User Video: Making use of the Objective Library
User Video: Collaborating with Colleagues on 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
User Video: Conversations Feature
Microsoft Outlook Integration - Employee Configuration
Preparing for a Check-in
Making the most of Check Ins
Feedback
User Video: Feedback Function
User Video: Feedback Circles (Old UI)
User Video: Using Draft with AI for Feedback
Giving Effective Feedback
How to Give and Receive Feedback
Feedback Circles (Optional Feature)
Feedback - Draft with AI FAQ's
Feedback - Draft your Feedback with AI
Give Feedback from Microsoft Teams
Feedback - Giving Feedback using Voice Messaging
Talent Snapshots
Frequently Asked Questions (FAQs)
Managers
Your Team
User Video: Your Team (for Managers)
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
Admin How-to Videos
Admin Videos: Full List
Admin Video: How to Edit a User and change their Manager (Old UI)
Admin Video: Working with Admin Roles and Org Unit Configuration (Old UI)
Admin Video: How to configure Conversations (Old UI)
Admin Video: Making use of the Objective Library (Old UI)
Admin Video: How to update default labels and text (Old UI)
Admin Video: How to create and use Org Goals with Performance Objectives (Old UI)
People Management
People Management
Multiple Managers Configuration
Creating Admin Roles / Assigning Access
How to Set Up Delegate Access
Organisational Goals
Objective Settings
Performance Objective Options
Personal Development Objective Options
Configuring the Objectives Library
Conversation Settings
Default Conversation Prompts
Enabling Multiple Conversation Types
Conversations - Reminders and Discussion Prompts
Supplemental Discussion Prompts
Talent Snapshots
How to create and edit a new Template for Talent snapshots
Creating Effective Talent Snapshot Questions
How to add new round in Talent snapshot
How to add or remove participant in Talent snapshots
Define what talent means in your organisation
Feedback Settings
Building a Feedback Culture
Feedback Settings
Draft with AI for Admins
Feedback Circles for Admins (Additional Module)
Feedback Circles Round Templates
Navigation Options
Languages and System Terminology Settings
Report Visibility Options
Admin Reporting Overview
Integration Settings
OneAdvanced Identity
OneAdvanced Identity
Federating OneAdvanced Identity to Azure Active Directory
Performance & Talent App Initiated Login - SSO
Microsoft Teams Integration - Admin Configuration
Microsoft One Drive Integration - Admin Configuration
Microsoft Outlook Integration - Admin Configuration
Integrations (HRIS Data Feed / Single Sign on)
Performance & Talent Implementation
Additional Functionality
User Experience / User Interface Release
Frequently asked Questions
Branding and URL changes
Comms for your employees
An update on our User Experience & User Interface upgrade - 2026
Automatic migration to OneAdvanced Identity
Release Notes
- All categories
- System Administrators
- Integration Settings
- Integrations (HRIS Data Feed / Single Sign on)
Integrations (HRIS Data Feed / Single Sign on)
Updated
by Shivani Panchal
Single Sign-On Settings
Performance & Talent can be set up to allow users to access it via Single Sign-On, eliminating the need to enter their email address and password. To explore this option, please contact Performance & Talent customer support. To learn more about setting up Single Sign-On, select here.
SFTP User Data Upload Password
You can automate user data imports from your HR software using FTPS or SFTP, provided your HR system supports it. To learn how to set up SFTP imports, select here.
Microsoft OneDrive Integration
Employees can enhance Check-ins and Objectives by uploading files and images directly from Performance & Talent to their OneDrive account. The link or image will be displayed in Check-In Notes and Objective comments, making it easier to showcase proof of achieving objectives. To learn how to set up Microsoft OneDrive, select here.
Microsoft 365 Integration for Conversations
Our integration with MS Office enables employees and line managers to edit or delete Conversations directly via Outlook 365 or add a Teams meeting link to a Check-in or Conversation. Changes made in Performance & Talent will be reflected in Outlook, and vice versa, in real-time. To learn more about activating this feature, refer to our guides on Enabling Microsoft 365 Integration