Performance Management
Send performance review questionnaires & set up 1:1 meetings with intelligendas
By Lauren1 author27 articles
Performance review surveys
Send performance review questionnaire ahead of 1:1s and view the responses
- Your Reviews pageUnderstand what information you'll find in the Reviews section of WeThrive
- How to send a Performance Review questionnaireSend employees a questionnaire to review their own performance ahead of their next 121
- Performance Review Questionnaire - View the 4 email templatesView the 4 email templates used when sending a performance review questionnaire to individuals or teams
- Access individual results to Performance Review questionnairesHow to view an individual's results to their latest Performance Review questionnaire.
1:1 Intelligendas
Schedule 1:1s and create agendas using recent results
- What are 1:1 conversation templates and what do these include?Explore 1:1 conversation types that can be used to create meeting agenda templates automatically
- Set up 1:1s as a managerCreate a 1:1 meeting for an individual, or multiple team members, and accept requests from your employees.
- Create multiple 1:1 meeting agendas at onceSet up multiple 1:1 meeting agendas for your team members
- How to create a meeting agendaCreate an intelligent agenda for your next 1:1 meeting with an employee using recent results, goals and feedback then send a copy via email
- How to request a 1:1 with your managerRequest a 1:1 with your manager and add talking points to your meeting agenda
- Add to your 1:1 meeting agendaHow to add results, comments and talking points agendas for upcoming 1:1 meetings
- Completing the 'Manager only' section of 1:1 agendasAdd notes, observations and employee feedback to a hidden manager section of 1:1 agendas.
- How to send agendas for upcoming or previous 1:1 meetingsSend a PDF agenda to both parties involved in a 1:1 meeting - either ahead of the meeting, or as a reminder of a previous 1:1 discussion
- Save a 1:1 meeting as 'read only' & receive a PDF summarySave your 1:1 agenda in a locked format once completed and receive an agenda summary.
- FAQs - 1:1 Meeting AgendasFrequently asked questions about creating meeting agendas, using conversation templates and visibility of agendas to users
OKRs
Log and track individual OKRs to help the organisation meet top-level objectives
- What are OKRs?Understanding the meaning of 'OKR' and the difference between OKRs and individual Goals
- How to use OKRsHow to set up company goals and OKRs in WeThrive
- How to update employee OKRsHow to update the status of your OKRs, add comments and change due dates
- What visibility do different WeThrive users have over OKRs?What level of access does each user type have to the OKR chain in the system?
Ratings
Create a ratings framework, giving employees and managers the opportunity to assess against criteria.
- What are Ratings?How the Ratings feature works and what topics it can be used for
- FAQs - RatingsFrequently asked questions about the Ratings feature
- How to create a set of ratingsCreate a set of ratings for employees and managers to complete
- Send ratings to employees to complete & view their responsesSend ratings to employees for self-assessment
- How do employees rate themselves?How employees can complete a set of ratings sent to them
- How do managers rate their employees?How managers can rate their team members
- Can employees see their manager's ratings of them?Visibility of manager ratings to employees, what each user can see and how to change visibility
- Add sets of ratings to 1:1 meeting agendasHow to add a set of ratings to a meeting agenda for discussion