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12 docs tagged with "how-to"

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Campaign Management

Complete guide for creating, configuring, and managing review campaigns from the HR/Admin perspective

Form Builder

Complete guide to the Form Builder interface for creating and customizing review questionnaires

Interview Day

Guide for the interview phase of performance reviews where employees and managers meet to discuss evaluations

Monitoring & Reports

Complete guide for tracking campaign progress, monitoring participant activity, and generating reports

My Reviews (Employee)

Employee guide for participating in performance reviews and completing self-evaluations

Permission Scopes

Complete guide to extending role visibility through permission scopes and population targeting

Review Completion

Guide for the final steps of the review process including signatures, confirmation, and post-review actions

Roles

Complete guide to defining roles with granular permissions and managing access control

User Groups

Complete guide to organizing users into static and dynamic groups with conditional rules

Users

Complete guide to managing individual user profiles, viewing details, filtering, and user administration