Introduction

Share & Perform is an engagement and performance module which helps improve employee engagement and provide the tools to customize your performance review experience. This checklist is to help gather all information required to set up Share & Perform.

Engagement Management

The following features are available when selecting Engagement Management on the Product Order form.

Engagement

The Engagement tab in Share & Perform is made up of Feed, Knowledge Shared, Ideas Shared, Praise Wall, Groups, Surveys, Feedback, and Initiatives. Depending on need these features can be turned on or off under Admin Settings > Manage Features.

Decision	Action	Notes
Should employees be able to post on the feed wall?	Yes/No
If Yes, the following Posting Options are available: Ask For Help Share an Idea Knowledge Sharing Status Update	Please list which Posting Options will be on/off.
Will you be utilizing Groups in Share & Perform?	Yes/No
Do you want employee’s to be able to earn points from posting within a specific group type?	Yes/No If Yes, please determine which group type points will be enabled for: Open Closed Interest
Would you like to give anyone other than admin’s the ability to create interest groups?	Please list the users’ names.
Will you be utilizing Surveys in Share & Perform?	Yes/No
Would you like to give anyone other than Admin’s the ability to create and manage Surveys?	Please list the users’ names.
Will you be utilizing Feedback in Share & Perform?	Yes/No
Will employees be able to share and request Feedback?	Yes/No
Will employees be able to request Feedback on Topic Discussions?	Yes/No
Can employee’s give Anonymous Feedback?	Yes/No
Do you want Categories enabled for Feedback?	Yes/No If Yes, should category selection be mandatory?
Do you want Status Flags enabled for Feedback?	Yes/No
Do you want Receiver Acknowledgement enabled for Feedback?	Yes/No
Do you want Feedback Type selection to be mandatory?	Yes/No
Do you want to enable the option to include feedback visibility for others?	Yes/No
Should Feedback visibility to Supervisors be:	Always Visible, Invisible or Givers Choice
Would you like to create your own Feedback Categories?	If Yes, please list the Title and Description of the Feedback Categories you would like added.
Would you like to give anyone other than admin’s the ability to view all feedback?	If Yes, please let the users' names.
Will you be utilizing Initiatives in Share & Perform?	Yes/No
Will you be utilizing Organization Values in Share & Perform?	Yes/No
Will you be utilizing Bulletins in Share & Perform?	Yes/No
Would you like to give anyone other than admin’s the ability to create cards on the Bulletins page?	If Yes, please let the user’s names.

Workspace

Workspace is an area in Share & Perform where users can access several organizational tools.

Decision	Action	Notes
Will you be utilizing Events in Share & Perform?	Yes/No
Will you be utilizing Tasks in Share & Perform?	Yes/No
Will you be utilizing the Drive in Share & Perform?	Yes/No
Will you be utilizing Albums in Share & Perform?	Yes/No
Will you be utilizing Distribution Lists in Share & Perform?	Yes/No
Will you be utilizing Notes in Share & Perform?	Yes/No

Rewards

The Rewards module in Share & Perform can be utilized to help organizations shape their desired culture. Users can earn points that can be used to purchase items through the Rewards Store.

Decision	Action	Notes
Will you be utilizing Gamification in Share & Perform?	Yes/No
If Yes, please include Point Values you would like associated to specific posting areas or if you will leave the defaults.
Would you like employees to be able to view the Leaderboard to see where they are ranked based on Points Earned in Share & Perform?	Yes/No
Will you be utilizing Discretionary Points?	Yes/No
If Yes, Custom Badges need to be created in Share & Perform. Please include Badge Name, Badge Levels and if the Point value is Fixed or Maximum.
Would you like to give anyone other an admin’s the ability to give discretionary points?	If Yes, please include the users' names.
Will you be utilizing the Rewards Store in Share & Perform?	Yes/No If Yes, will you utilize the Company Store, Rewards Store (Catalog API) or Both?
Would you like to give anyone other an admin the ability to manage Company Store orders?	If Yes, please include the users' names.
Would you like any specific awards be available in Share & Perform? Example: Employee of the month	Yes/No If Yes, please include Name, Description, Message, Points awarded, who can nominate an employee for this award and is approval required.
Do you want Anniversary Milestones to be created in Share & Perform?	Yes/No If Yes, please include Years of Service, Points to Award, Message and Image.
Do you want Birthday Recognitions to be turned on in Share & Perform?	Yes/No If Yes, please include Points to Award and a Message.

Performance Management

Performance Management is a multi-directional engagement tool that energizes employees, improves communication, promotes collaboration, and facilitates cultural alignment with goals, 360 reviews and Performance Reviews.

Goals

Goals help ensure that all employees understand what success is and how the individual, team and broader organization are doing against these goals.

Decision	Action	Notes
Will you be utilizing Goals in Share & Perform?	Yes/No
Would you like to give anyone other an admin the ability to manage Organizational Goals?	Yes/No If Yes, please include users' names
Would you like to mark anyone as a department administrator to create department goals?	Yes/No If Yes, please include users' names

360 Reviews (Multirater)

360 reviews are less formal reviews, however, they give you a broader look at how the employee interacts with different areas of the company.

Decision	Action	Notes
Will you be utilizing 360 Reviews in Share & Perform?	Yes/No
Who can nominate reviewers?	HR, Supervisor, or Employees
Should all reviewers' Feedback to be visible to the reviewee?	Yes/No
Should Feedback to be visible to supervisors?	Yes/No
Should Names of reviewers who give feedback be visible to reviewee?	Yes/No
Should Names of reviewers who give feedback be visible to supervisors?	Yes/No
Should Names of reviewers who give feedback be visible to HR?	Yes/No
Will you be utilizing the default 360 review questions or creating your own template?
Minimum number of nominations possible
Maximum number of nominations possible
Allow nominees the option of declining requests for feedback	Yes/No
Supervisors can change reviewers’ nominations for direct reports	Yes/No
Anyone can voluntarily nominate themselves to give feedback	Yes/No
Enable reviewers to select relationship	Yes/No
Enable ability to solicit feedback from "External Reviewers"	Yes/No
Would you like to Configure Rating and Comments for Reviewer, Reviewee, Supervisor, and HR or accept Defaults?

Performance

The Reviews module in Share & Perform is a robust performance tool that can be configured to handle a variety of different performance review structures.

Decision	Action	Notes
Will you be utilizing a Normal or Dynamic Cycle Type?
Is manual sharing of assigned templates required?	Yes/No If Yes, who can share templates? HR Managers or Both HR and Supervisor
Who can Assign/Recall templates?	HR Managers or Both HR and Supervisors
Do you want the ability to invite additional reviewers to a review?	Yes/No If Yes, who can invite additional reviewers? HR Managers or Both HR and Supervisor
Should employees review themselves?	Yes/No If Yes, who can rollback employee reviews for editing? HR Managers or Both HR and Supervisor
Can supervisors begin their reviews before employees submit their reviews?	Yes/No
Is sign-off required?	Yes/No If Yes, who is required to sign off on the reviews? Employees, Supervisors, or HR Managers
Enable post review feedback questionnaire	Yes/No
Allow employees to rate	Yes/No
Allow supervisors to rate	Yes/No
Allow employees to comment	Yes/No
Allow supervisor to comment	Yes/No
Allow employees to view supervisor's review	Yes/No If No, who can decide visibility for reviews HR Managers or Both HR and Supervisor
Allow supervisors / additional reviewers to view employee's review	Yes/No
Make ratings mandatory	Yes/No
Make comments mandatory	Yes/No

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How Do I Set Up Share & Perform? An Implementation Checklist