Success: Setup guide

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Applicable packages

Leave

Time

HR Essentials

HR Success

Required Roles

Team Manager

HR Manager

Administrator

ADU Manager


You should have completed the steps in the Leave: Setup guide and HR Essentials: Setup guide before starting the steps below.

Advanced Performance

Advanced Performance is split into Performance Reviews & Goals. This can be a useful tool to monitor employee performance and track progress on designated objectives as well as encourage employee collaboration and feedback. 

Performance Reviews

Employee Performance Reviews allow you to gather information and feedback about an employee and review specific elements of their performance across a set time period.  Management of Performance Reviews is done through Review Type Templates. The Performance Review will allow you to gather 360 Feedback from across the organisation and once complete, can be saved to an employee's Performance Profile. 

For more information on how to use and configure Performance Reviews, see: Performance Reviews & 360 Feedback, Performance Review Config, 360 Feedback

Review Cycles

Review Cycles can be set up to auto-generate regular reviews.  These can be on an annual, quarterly or monthly basis to help monitor employee performance. This feature can be customised according to your own schedules and requirements, using the default Review Templates or creating your own custom ones. 

For more information, take a look at the following article: Review Cycles

Goals

Goals enable you to track your Company, Team and Personal objectives within Cintra People HR. You can configure the sharing permissions to enable cross-company collaboration or monitor personal development goals.

For more information on how to set up and use Goals, see Using goals

Onboarding

The Onboarding Portal helps you get new starters to feel at home in your organization quickly as well as getting them productive quickly by dealing with routine induction tasks before their first day. It’s possible to add new starters to Cintra People HR prior to their start date, to assist with their Onboarding into your company. They will be given access to the Onboarding Portal, which you can configure, and is a place for them to give you their personal information as well as a chance to review company documents or upload their personal records.

For more information regarding the set-up of the Onboarding Portal, see Setting up the onboarding portal.

News Feed

The News Feed in Cintra People HR allows you to announce news and share posts about your organisation with your employees and interact on these posts through comments and likes. 

For more information, take a look at the following article: News Feed.