As an admin, you can manage conversation questions and schedule Performance Conversations in your Bridge Perform account. These settings let you customize and add Performance Conversation agenda questions and schedule Performance Conversations for your entire organization.
Note: Some features may be restricted based on permissions for your user role.
Open Admin Menu
In the Global Navigation menu, click the Admin icon. Then, click on Performance and select the Performance Conversations area.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
View Performance Conversations
Once you enter the Performance Conversations area you can see the cycle name, type, status, employee count, and you can manage the individual cycles.
To view and manage existing cycles click on their name or the pencil icon  next to the cycle. To set up new cycles click on the Create New Cycle  button.
To Download Employee CSV, Duplicate Cycle, or Delete a cycle click on the three-dots  for the specific cycle.
View Performance Conversation Questions
In the Questions tab within the cycles, you can customize the conversation questions header and help text in the Wins, Plan, and Other sections.
To edit the question header text, click the question header text field  and make your changes. To edit the help text, click the help text field  and make your changes.
If you scroll down you will see the Other section, in here you can add a new question, by clicking the Add Question button . Save and Continue  to move to the next portion of the cycle setup.
The delete  option will delete the entire cycle; it does provide a prompt to ensure this is what you'd like to do.
- Language translation is not supported for custom questions.
To add other questions, enter text in the Question Text field  and the Answer hint text field  for both employees and managers. All changes are automatically saved; once finished, click Save and Continue .
If you'd like to restore the questions area to the default setup, click on Restore Defaults ; this means any custom questions will be lost, and this action cannot be undone.
Creating a new Performance Conversation Cycle
When creating a new cycle you will be asked to provide a Cycle Name  and select the Cycle Type . There are two different types of Performance Conversation Cycle that can be selected Free Conversation and Staged.
Free Conversation cycles are less structured and ideal to use for informal reviews. Managers and Employees can fill out their agendas and complete their Performance Conversation on their own timeline. All steps are to be completed between the start and due date.
Staged cycles are sequenced and structured. It is ideal for formal review cycles, such as an end-of-year review. A start date and due date are defined for each stage: Employee Review, Manager Review, Calibration, and Performance Conversation.
Once you've chosen the Cycle Type select Save and Continue  to proceed to the employee selection step.
After choosing the cycle type, you will need to add the employees that will be part of this Performance Conversation cycle. To add the users, you will select Manage Participants  and then can Add Employee or Add Via Group and you can update Participants selecting Update via CSV in this area. If users need to be removed, you can use the Remove via CSV, or you can click the three dots  next to the user's name; you can also use that option to change reviewers. If adding users via CSV, the CSV only requires the Employees ID and the Reviewers ID; if needing help formatting the CSV file, you can use the Download Users List option on this page.
If you'd like to have all employees participate, you can click Download Users List  to quickly get a list of all users in the account to create the file. If selecting to download the first two columns of that file is all you need, it will list the employee's and current manager's id; if the user does not have a manager, their reviewer column will be blank. You can edit this file as needed.
If you want to export the users you've just set, you can use the Export Participants option under Manage Participants  to review the data you've just set.
Once you've set the employees for this cycle, select Continue . If you don't want to proceed with this cycle, you can choose Delete  to delete the cycle or Cancel  to exit setting employees and return later.
Note: You do not have to set the user's manager as their reviewer; if someone would be better to review the employee, you can put their name in the reviewer column.
Adding, Updating, and Removing Employees
There are times when an Employee may need to be updated within the cycle, which is quickly done in several ways. If you need to add an individual employee, you can select Manage Participants and then Add Employee , or if you want to update users in mass, you can choose Update Via CSV .
To remove users, you can click on the More Actions Button  to the right of their name and select Remove Employee from Cycle, or you can remove them in mass by selecting Remove Via CSV .
To change a Reviewer for an employee, you can use the More Actions Button  to the right of their name and select Change Reviewer. Or if you need to set multiple people to the same reviewer, you can select the Checkbox  to the left of their names, allowing you to Change the reviewer or delete them all from the cycle.
Add Via Group
When adding participants to a cycle using the Add via Group option in Manage Participants there are a few things to keep in mind.
When adding a Group to a cycle it takes a snapshot of the Group at the time it was added. This means dynamic changes are not pushed through; new users added to the group are not automatically added to the cycle. To add users that were recently added to a group you can either add them individually, via CSV, or you can go through the Add Via Group option again.
Once a cycle is active you cannot use the Add via Group option you must maintain the users individually or using CSV.
You can add multiple groups to a Performance Conversation. You can either type in the name of the group or selecting them from the drop down that appears when clicking in the search box.
Once you add a Group to a cycle you will be informed on how many groups were added to the cycle, how many employees were added to the cycle and how many employees were not added due to not having a manager.
If you click on the line that indicates how many users were not added to the cycle it will show you the users not added Names and Emails.
Once you've selected the Employees that will participate in the Staged cycle, you will be taken to the Scheduling part of the cycles setup. You will be able to set a start and end date for each stage of the cycle.
Employee Review  is when the employee will perform the self-review portion of the Performance Conversation.
Manager Review  is when the manager will review each of their employees.
Calibration  is the portion of the review where the managers can meet with HR and ensure their ratings are appropriate for each user. The Performance Conversation cannot be started until this stage is completed.
Performance Conversation  Managers and Employees can meet and have their conversations.
Free Conversation cycles will ask you to schedule a state and due date for the cycle. It also allows you to set a notification for the cycle if desired.
Viewing Past Performance Conversation Cycles
To view details of a past Performance Conversation cycle you can click on the Cycle Name  or on the Pencil Icon to Manage . Once in there you will see the details you set when creating the cycle.
View Performance Conversation Insights Overview
To view completions details for the various cycles in your account you can see these by going to the Insights option in the navigation and then selecting Performance Conversations.
You can switch between past and present cycles by clicking on the Cycle Name . You can search for specific managers, export a csv, and sort the list . You can also easily navigate to the Performance Conversation Cycle Admin  if needing to review cycle details or create a new cycle.
Note: This area is only updated once a day, it will indicate the last updates timestamp above the completion widgets.
Performance Conversation Manager Insights
You can click on the Managers name from the list in the insights to see their specific user details. It will tell you how many of their Performance Conversations have been completed , how may self reviews have been completed , how many manager reviews are done , it will also indicate what pieces have been completed for each specific user .
Note: This only reports on direct reports.