Insperity Performance Management Client User Training

This training session offers a comprehensive introduction to the Performance system, tailored for managers and supervisors. Whether you’re new to the system or seeking to refresh your skills, this session will provide you with the knowledge and tools to effectively navigate and utilize the system for managing employee performance.

• Introduction
  • Overview of the session purpose and learning objectives.
• Accessing the Performance System
  • Step-by-step instructions for logging in and navigating the system.
• Viewing Employee Information
  • How to access and review employee details, including:
    • Goals.
    • Notes.
• Managing Current and Future Goals
  • Setting and managing goals within the system.
    • Goals are driven by end dates defined in the system.
    • Goals in a review.
• Conducting Reviews
  • Exploring employee reviews:
    • How to view completed reviews.
    • Tracking review progress in real time.
    • Options for sending a review back to an employee for revisions.
• Q&A Session
  • Open discussion for questions, clarifications, and troubleshooting.

This training session offers a comprehensive introduction to the Performance system, tailored for employees. Whether you’re new to the system or seeking to refresh your skills, this session will provide you with the knowledge and tools to effectively navigate and utilize the system for managing employee performance.

• Introduction
  • Overview of the session purpose and learning objectives.
• Accessing the Performance System
  • Step-by-step instructions for logging in and navigating the system.
• Viewing and Adding Information
  • How to access and add:
    • Goals.
    • Notes.
• Understanding Current and Future Goals
  • Setting and managing goals within the system.
    • Goals are driven by end dates defined in the system.
    • Goals in a review.
• Conducting Reviews
  • Exploring employee reviews:
    • How to view completed reviews.
    • Tracking review progress in real time.
• Q&A Session
  • Open discussion for questions, clarifications, and troubleshooting.

This training session is designed to help you understand the review cycle process within the Performance system. This webinar provides a comprehensive guide, including a pre-launch checklist to ensure a smooth kickoff, best practices for managing active reviews, and insights into common scenarios that arise post-launch. Whether you’re a seasoned user refreshing your expertise or a new Power User building foundational skills, this session equips you with actionable tools and strategies to successfully manage review cycles.

• Introduction
  • Brief overview of the session and objectives.
• Pre-Launch Checklist
  • Essential steps to prepare before kicking off a review cycle.
• Kicking Off a Review
  • Step-by-step process to set up and kick off a review.
• Managing an Active Review Cycle
  • Setting goals within the system.
    • Goals are driven by the end date in the system.
    • Multiple goals can be modified only by the creator.
    • Current goals are tied to a review cycle once closed out.
• Post-Launch Insights
  • Preparing for and initiating the review process.
    • Pre-review checklist to ensure all required actions are completed.
    • Preparing for and initiating the review process.
• Closing Out the Review
  • Finalizing and completing the review process.
• Q&A Session
  • Open floor for questions and clarifications on the system.

This training session provides a comprehensive overview of the Performance system. Whether you’re refreshing your skills or new to the system, this session will equip you with the tools you need for success.

• Introduction
  • Brief overview of the session and objectives.
• Accessing the Performance System
  • Step-by-step guide to logging in and navigating the system.
• Understanding Employee Data
  • Key data points and how they are used within the system.
• Entering Current and Future Goals
  • Setting goals within the system.
    • Goals are driven by the end date in the system.
    • Multiple goals can only be modified by the creator.
    • Current goals are tied to a review cycle once closed out.
• Kicking off the Review Process
  • Preparing for and initiating the review process.
    • Pre-review checklist to ensure all required actions are completed.
• Closing Out the Review
  • Finalizing and completing the review process.
• Q&A Session
  • Open floor for questions and clarifications on the system.

This training session offers a comprehensive review of goals, focusing on how to create, edit, and manage them effectively. Whether you’re looking to refresh your skills or discover new strategies, this session will equip you with the tools to get the most out of your goal-setting process.

• Introduction
  • Brief overview of the session
• What are goals?
  • Definition and importance of goal setting
  • Differentiating between current and future goals
• How to add a goal
  • Step-by-step instructions for adding new goals
  • Goals requirements
• How to edit a goal
  • Detailed guidance on editing existing goals
• How to rate a goal
  • Understanding goal ratings
  • How does a goal flow into a review
• Goal scenarios
  • Locked Goals In Progress Reviews
  • Closed Reviews
• Q&A

This training session provides a comprehensive review of templates, including how to edit, create, and assign them. Whether you’re looking to refresh your knowledge or learn new tips and tricks, this session will help you get the most out of your templates.

• Introduction
• What are templates?
• How to edit a template
• How to add a new template
• How to assign a template
• Q&A