Creating a Performance Agreement

Create a performance agreement:

The following section will guide you through creating a performance agreement. The guide assumes you do not have an existing agreement for the current performance cycle and that you wish to create one.

• Begin by navigating to the Performance Management dashboard.

• Click START to create a new performance agreement.

• The Performance Management module allows a performance agreement to be created in three ways for employees.
  

• Managers are offered an additional option to create a performance agreement for a reportee using a template from another team member. 

Click on the following tabs to expand the step-by-step instructions.

Create a blank agreement

 

Use a performance agreement template

 

Copy from a previous agreement

 

Copy an agreement from another employee (Managers only!)

 

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