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Creating a Performance Agreement

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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.

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  • Click START to create a new performance agreement.

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

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

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

Create a blank agreement
  • Click Create Blank to start creating a performance agreement from the beginning.

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  • Click START.

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  • The performance agreement screen will display, showing the different sections, though it won't include any objectives at this stage. Adding objectives is covered in the next section.

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Use a performance agreement template

 

Copy from a previous agreement

 

Copy an agreement from another employee (Managers only!)

 

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