+Employee Management

How do I add a new employee? How to do I edit their information?
Please review the Perform Admin Guide for more instruction. 

An employee is terminated, but an evaluation is assigned. Will the manager see the form on the Evaluation Due screen?
All Incomplete evaluations for the terminated employee disappear. Completed forms remain and can be viewed as a PDF.

How do I make changes to a person's information in the PERFORM module?
Go to the drop-down menu to the right and pick Admin Tools>General>People. Click Edit next to the Team Member's name. Click Save after making any changes.

If the employee is terminated in PeopleMatter or an HRIS, are they deactivated in your system?
If there is an integration with PeopleMatter or an HRIS into PERFORM then the termination will be passed to PERFORM. 

Why aren't manually-added employees showing up in PERFORM?
Currently, PERFORM exclusively syncs with new hires and separated employees. Employees that are manually added through the Company Settings do not sync with PERFORM. Those employees will have to be manually added to PERFORM.

+Evaluations

How do I check if an evaluation is assigned for a specific employee, and to whom it was assigned?
Log in to your PeopleMatter account and go to the PERFORM module. Go to the drop-down menu to the right and pick Admin Tools>General>People. Click Edit next to the person's name and then the Evaluations tab. All evaluations will be listed there, along with the name of the rater, name of the form, date assigned and date completed. 

You can also check by running a report. Go to Reports on the Evaluation home screen and you can search Complete and Incomplete Evaluations. Both will show the Team Member and Rater names.

How do I delete and evaluation that should not be assigned for an employee?
Log in to your PeopleMatter account and go to the PERFORM module. Go to the drop-down menu to the right and pick Admin Tools>General>People. Click Edit next to the Team Member's name, then the Evaluations tab. Click on the word Delete on the row with the form you wish to delete. You will be prompted to confirm your choice to delete.

How do I re-open an evaluation that was submitted as complete?
Go to the drop-down menu to the right and pick Admin Tools>General>Setup>People. Click Edit next to the Team Member's name, then the Evaluations tab. All evaluations will be listed there. Click on the word Reopen on the row of the desired form. You will be prompted to verify that you want to make the form Incomplete. Then the form will reappear on the rater's Evaluations Due screen.

What if an evaluation is completed, then the employee is terminated. Is the manager notified?
There is not a notice within PERFORM to a manager that an employee has been terminated.

How do I check which evaluations have been done and which have not?
You can check by running a report. Go to Reports on the left sidebar menu on the Evaluations home screen. You can check for either Completed or Incomplete evaluations. Each report shows the Employee or Rater names, date assigned and status.

How do I create a custom Location Manager role and assign evaluations to custom roles? 
Click here for more instruction. 

How do I setup my Knowledge Base in PERFORM? 
Click here for more instruction.

I still have questions about PERFORM:

• Check the PERFORM Admin Guide for more information. 
• Contact dennyMO@Reliantlive.com