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Performance Leader overview, getting the most from this site
9 articles
- Getting started with Performance LeaderA complete guide for new Performance Leader admins covering essential resources, learning pathways, and support options to help you confidently manage your platform from day one.
- Join the Performance Leader client communityOur invitation-only client community on Circle — symposium and Best Practice Group recordings, peer discussions with other professional services firms, and resources we don't publish elsewhere. How to get access…
- Reset your Performance Leader passwordFor firms signing in with an email address and password rather than single sign-on: how to reset your own password from the sign-in screen, and what to do if the…
- Get the most from your Performance Leader dashboardLearn how to use your Performance Leader dashboard effectively. This guide covers scanning for actions, updating objectives, managing your profile, using private notes, and customising notifications.
- Track and support performance with Direct reports and Leadership viewsLearn how to use Direct Reports and Leadership views in Performance Leader to monitor team engagement, review feedback and objectives, and leverage AI-powered insights for better people management.
- Release notes
Getting started for admins
Top tips, whether your starting fresh or taking over from another super admin
- Getting started as a Performance Leader administratorOrientation for new administrators, whether you are implementing Performance Leader or taking over from a colleague. How the platform is organised, the concepts worth understanding early, and where to go…
- New administrator current-state checklistA stocktake for administrators inheriting an existing instance. Confirm ownership, access, data, active processes and the operating calendar — and capture the reasoning behind the configuration before it is lost.
- Practise common administrative tasksA working list of the administrative tasks worth practising as a new admin, grouped by area, with links to the detailed instructions for each. Designed for use on test users…