How do I manage Performance Conversation settings for an account? Follow
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 Conversation Settings
To view and manage existing cycles select the Cycle Management [1] tab. To customize Performance Conversation questions, click the Questions tab [2]. To set up new cycles click on the Create New Cycle [3] button.
View Performance Conversation Questions
In the Questions tab, 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 [1]. To edit the help text, click the help text field and make your changes [2].
In the Other section, to add a new question, click the Add Question button [3].
Notes:
- You can add the employee or manager name in any of the text fields by using [EmployeeName] or [ManagerName] in the text.
- Language translation is not supported for custom questions.
Add Questions
To add other questions, enter text in the Question Text field [1] and Answer hint text field [2] for both employees and managers.
Publish Changes
To publish your customized questions, click the Publish Changes button [2].
View Performance Conversation Cycles
In the Cycle Management tab, to view Performance Conversation cycles. In here you can see the type, status, employee count, manage cycles, and create a new cycle.
Creating a new Performance Conversation Cycle
When creating a new cycle you will be asked to provide a Cycle Name [1] and select the Cycle Type [2]. 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 [3] to proceed to the employee selection step.
Employee Selection
After choosing the cycle type you will add the employees that will be part of this Performance Conversation cycle. To add the users you will need to create and Add Via CSV [1]. This CSV only requires the Employees ID and the Reviewers ID; if needing help formatting the CSV file you can select the See an Example [2] option on this page.
If you'd like to have all employees participate you can choose to Download User List [3] to easily get a list of all users in the account to create the file. If selecting to download the first two columns of that file are really all you need, it will list the employees id and their current managers 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 that you've just set you can use the Export Employees [4] option to review the data you've just set.
Once you've set the employees for this cycle select Continue [5]. If you don't want to proceed with this cycle you can select Delete [6] to remove the cycle or Cancel [7] to exit setting employees and come back at a later date.
Note: You do not have to set the users manager as their reviewer, if someone would be better to review the employee you can put their name in the reviewer column.
Staged Cycle
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 [1] is when the employee will perform the self-review portion of the Performance Conversation.
Manager Review [2] is when the manager will review each of their employees.
Calibration [3] 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 [4] Managers and Employees can meet and have their conversations.
Free Cycle
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 [1] or on the Pencil Icon to Manage [2]. 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 [1]. You can search for specific managers, export a csv, and sort the list [2]. You can also easily navigate to the Performance Conversation Cycle Admin [3] 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 [1], how may self reviews have been completed [2], how many manager reviews are done [3], it will also indicate what pieces have been completed for each specific user [4].
Note: This only reports on direct reports.
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