Chapter 3: Setup and Configuration of Performance Management
Setting up the Performance Management module is a crucial step that lays the groundwork for its effective use. In this chapter, we’ll walk you through the setup process, including pre-setup checklists and step-by-step configuration guidelines. Additionally, you’ll learn how to integrate this module with other systems, such as career and succession planning, competency analysis, or training.
Whether you’re implementing this module for the first time or refining your setup, this chapter provides the tools and knowledge to ensure your implementation is smooth, efficient, and tailored to your organisation’s unique needs.
Prerequisites for this Module
Some configuration and setup should be done before implementing the Performance Management module.
- The People Management module should be configured and set up.
- Users should be able to log in to the system and update their passwords.
- Complete and review the Performance Manager reporting lines.
- Ensure administrators, managers, and employees have been provided with the appropriate access rights.
- The email server should be set up if the default Signify email server is not used for notifications. This is demonstrated in the Ruleset Setup guide.
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Performance Management Implementation Guide
Please click on this link to navigate to the implementation guide.