Perform Training Agenda

Document created by Monique Mensah Employee on Oct 12, 2017Last modified by Monique Mensah Employee on Apr 25, 2018
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In this training, you will learn how to navigate and use Perform. It will include uploading job titles & skills for assessments, setting up company goals and account settings, creating 1 on 1 agendas and tips on how to have a successful one on one with tasks. You will also learn how to create goals and align them to company goals, learn how to view a learner's timeline, skills and assign achievements and trainings.


Prerequisite: Bridge Admin Training, unless Bridge Learn was not purchased. If Bridge Learn is not purchased, the Bridge trainer will make sure to include how to upload users with job titles and managers.

Intended Audience: Managers, Admins, and Account Admins





Getting Started

      • What is Perform?
      • Benefits of Perform
      • Access/Login
      • Global Navigation Menu & Application Switcher
      • My Account & Perform Help
      • Notifications & Tasks


Account Management (Account Admin)

      • Setup 1on1 Settings
      • Setup Company Goals
      • Setup Assessments
      • View Insights

My Career (Employee)

      • Create a 1on1 Agenda with Tasks and Private Notes
      • Create Goals & Subtasks
      • View Timeline
      • Request Skill Assessment from Peers

My Team (Manager)

      • View Team Members
      • Create Agenda for 1on1 with Private Notes
      • View Employee's Goals & Timeline
      • Create an Achievement
      • Create Team Goals
      • Request and View Assessments
      • Assign Courses to Learners