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Insperity Performance Management Client User Training

Unlock the full potential of your Insperity Performance Management system with our comprehensive webinars. Designed for Performance Management administrators, our live course provides in-depth training on various aspects of the system. See below for a list of our current webinar offerings:

February 2025

Duration: 1 Hour

Register: https://insperity.zoom.us/webinar/register/WN_-_090-AfRw6CLesgX38CJw

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

Did you miss a webinar? No problem, we’ve got you covered. Access our past webinars below.

January 2025

Duration: 47:45

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


Recording:  Premier Performance – Templates