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  • Product updates

    • New features
      • AI in Performance Leader
      • Custom variables
  • Admin tasks

    • Common tasks & questions
      • Reports & exporting data
      • Managing users
      • Accessing Performance Leader from mobile
      • Email campaigns
      • Using the ‘Financial Upload’ import utility
      • Defining the Financial Data Grid
      • Using the employee upload utility
      • The Monthly Snapshot email and how to enable it
      • How to bulk add participants to a review
      • How to use competencies
    • Troubleshooting
      • Emails
  • Reviews

    • Launching a review
      • Review launch checklist
    • Managing a review
      • Re-open contributor feedback
    • Close & report
      • Closing a review
  • Fast Feedback

    • Managing feedback
      • Reporting & nudging
      • Updating feedback forms
      • How to configure Fast Feedback
    • Feedback for Good
      • Set up and manage Feedback for Good
  • Objectives

    • Platform configuration

      • System settings
        • Super admin deep dive 1: User management, reporting, campaigns and tools
        • Super admin deep dive 2: Language, attributes, data imports
        • Set and update system attributes
        • Security and permissions
      • Module design
        • Building reviews
    • Performance Leader Symposium

      • Symposium recordings and session summaries
        • Client insights
        • Product evolution
        • Big ideas
    • More

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    All Categories
    Platform configuration

    Platform configuration

    System settings

    Super admin deep dive 1: User management, reporting, campaigns and tools

    Editing user details, configuring admin privileges

    Super admin deep dive 2: Language, attributes, data imports

    System language, attributes and competencies, imports (documents, user data, financials)

    Set and update system attributes

    Set and update system attributes in Performance Leader, including roles, departments, locations, and custom attributes.

    Security and permissions

    This guide explains the different levels of user access available through performance leader, the key differences between them, and how to set them up.

    Module design

    Building reviews

    Step-by-step guide to mastering the review builder process.

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