Admin tasks
Common tasks & questions
Reports & exporting data
All the reports and how to run them
Managing users
Create, search, archive, update, edit - everything you need to know about user management
Accessing Performance Leader from mobile
How to add Performance Leader to your home screen on both iPhone and Android devices for easy access.
Email campaigns
Identify users who could use a nudge and craft a custom message - all in minutes.
Using the ‘Financial Upload’ import utility
Quickly and easily upload financial or other data for as many user accounts as required.
Defining the Financial Data Grid
Learn how to present data in the financial grid by setting up rows and columns
Using the employee upload utility
Save time keeping employee data up to date by uploading data in bulk, using the employee upload utility.
The Monthly Snapshot email and how to enable it
Keep users informed of their progress with a helpful monthly email, automated so there is no effort required.
How to bulk add participants to a review
Quickly and easily add participants to your review
How to use competencies
Competencies allow you to define capability requirements which can then be aligned to role profiles.
Troubleshooting
Emails
User not receiving emails?