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The Employee Playbook with Everperform
The Employee Playbook with Everperform

An overview of the performance experience for an employee using Everperform

Laura Heo avatar
Written by Laura Heo
Updated over 3 months ago

Who is this article for?

Everyone

After you finish this article, you will be able to:

  • Navigate the Everperform app

  • Identify trends in your performance

  • Review your pulse survey responses

The New Performance Experience

Your organisation has partnered with Everperform to give you the tools you need to improve your own performance.

With Everperform, you can answer questions like:

  • Am I on track to hit my monthly targets?

  • How is my performance at the moment compared to three months ago?

  • If I make a change, what impact does it have on my performance?

  • What factors are impacting my performance?

A quick guide to Everperform

This page will give you a quick tour of the top features available to managers in Everperform. You can explore the rest of the app using this Help Centre as a guide.

Pulses

You may have noticed that your organisation sends you regular pulse surveys. The data you share in these surveys lives in the Everperform app, alongside data that is integrated from your practice management system.

When you respond to pulse surveys, your data populates into your Performance Passport.

Performance Passport

Your Performance Passport is the home for your performance, relationship, wellbeing, and subjective productivity data. It houses all your performance data in one place, so you can track your progress: the things you are doing well, and the things that need improvement.

Dashboards

Take a closer look at the trends in your performance over the past few weeks and months. Has your productivity improved? How is your wellbeing impacting your performance? These are questions you can answer with dashboards.

Best practice performance improvement

Your Everperform schedule

Everperform recommends that you follow the schedule below to stay connected with your performance trends.

Weekly

Monthly

Pulse opens

βœ… Complete your weekly pulse survey

Allow 1-2 minutes

Pulse closes

βœ… Understand your performance:

  • Review your Performance Passport and dashboards

  • Identify insights and trends to discuss with your manager

Allow 10 minutes

End of month review

βœ… Review and analyse the month and YTD trends in your dashboard

Allow 20 minutes

30 day forecast

βœ… Utilise last month's insights to improve planning for the month ahead

Allow 10 minutes

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