Performance Management
Send performance review questionnaires & set up 1:1 meetings with intelligendas
Download performance management activityDownload a summary of all employee's most recent performance management activity
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