Overview
This article is for Admins who are implementing Share & Perform. It provides a structured checklist of decisions, configuration paths, and recommendations to gather requirements and finish setup.
How to use this checklist
Review each section and capture the Decision, Action, and Notes fields for your implementation team.
Assign a configuration owner for each item and confirm who (Admin, HR Manager, IT) will perform the setup.
Use the UI paths shown to make configuration updates in isolved.
Navigation & global settings
Feature management: Enable or disable modules at Admin Settings > Manage Features.
Performance menu: Access Goals, Org Goals, Dashboard, and Import/Export under Performance > Goals.
Pro tip: Turn on only the features you plan to pilot first (for example, Goals + Feedback) to reduce rollout complexity.
Engagement management (feed, groups, surveys, feedback, initiatives)
Feed posting options
Decision: Allow teammates to post on the feed? Yes/No.
Action: If Yes, choose posting options: Ask For Help, Share an Idea, Knowledge Sharing, Status Update.
UI: Admin Settings > Manage Features and feed posting configuration.
Groups
Decision: Use Groups? Yes/No.
Action: Determine group types (Open, Closed, Interest) and whether points apply to posts in group types.
Who can create Interest Groups: list non‑admin creators.
Surveys
Decision: Use Surveys? Yes/No.
Action: List users (if any) who can create/manage surveys.
Feedback
Decision: Use Feedback? Yes/No.
Action checklist:
Allow share/request feedback? Yes/No.
Allow feedback on topic discussions? Yes/No.
Allow anonymous feedback? Yes/No.
Enable categories? Yes/No — if Yes, mandatory selection? Yes/No.
Enable status flags? Yes/No.
Enable receiver acknowledgement? Yes/No.
Mandatory feedback type? Yes/No.
Allow visibility to others? Yes/No.
Supervisor visibility default: Always visible, Invisible, or Giver’s choice.
Create custom feedback categories: list Titles and Descriptions.
Grant view‑all feedback permission to specific users: list names.
UI: Performance > Engagement > Feedback and Admin Settings for categories/visibility.
Initiatives, Organization Values, Bulletins
Decision: Use Initiatives? Org Values? Bulletins? Yes/No.
Action: If Bulletins are enabled, list non‑admin creators.
UI: Performance > Engagement widgets and Admin Settings.
Tip: Document feedback visibility and anonymity policy to align with HR and legal guidance.
Workspace (events, tasks, drive, albums, lists, notes)
Decision matrix: Enable Events, Tasks, Drive, Albums, Distribution Lists, Notes? Yes/No.
Action: Identify content owners and retention policies for Drive and Albums.
UI: Performance > Workspace and Admin Settings.
Rewards & gamification
Gamification
Decision: Use Gamification? Yes/No.
Action: Provide point values for activities or accept defaults.
Leaderboard
Decision: Show Leaderboard? Yes/No.
Discretionary points & badges
Decision: Use Discretionary Points? Yes/No.
If Yes: Define Custom Badges (Name, Levels, Fixed or Max Points) and list users allowed to award discretionary points.
Rewards Store
Decision: Use Company Store, Catalog API, or Both?
Action: List users who can manage Company Store orders.
Awards, milestones, birthdays
Decision: Add specific awards (for example, Employee of the Month)? If Yes, provide Name, Description, Message, Points, Nomination rules, Approval required? Yes/No.
Decision: Anniversary milestones? If Yes, provide Years of Service, Points, Message, Image.
Decision: Birthday recognitions? If Yes, provide Points and Message.
UI: Performance > Rewards and Admin Settings > Rewards configuration.
Pro tip: Pilot a small set of awards and store items before full rollout and reconcile reward costs with finance.
Performance management — Goals, 360 reviews, performance reviews
Goals
Decision: Use Goals? Yes/No.
Action: Assign Org Goal managers and Dept admins (list names).
UI: Performance > Goals — Dashboard, Goals, Org Goals.
Notes: Decide whether contributors, weighting, and cascade are allowed; document expectations for check‑in cadence.
360 reviews (multirater)
Decision: Use 360 Reviews? Yes/No.
Action checklist:
Who nominates reviewers? (HR / Supervisor / Employees)
Visibility settings: reviewers’ feedback visible to reviewee? supervisors? HR?
Show reviewer names to reviewee/supervisors/HR? Yes/No per role.
Use default 360 template or custom? If custom, provide template.
Minimum/maximum nominations; allow decline; allow voluntary self‑nominations.
Allow supervisors to change reviewer nominations? Yes/No.
Enable relationship selection and external reviewers? Yes/No.
Configure rating/comment visibility and whether ratings/comments are mandatory.
UI: Performance > 360 Reviews and Admin Settings > 360 configuration.
Tip: Define anonymity policy and publish guidance to participants.
Performance reviews
Decision: Normal or Dynamic cycle?
Action checklist:
Who can share templates? (HR Managers or HR + Supervisors)
Who can assign/recall templates? (HR Managers or HR + Supervisors)
Allow inviting additional reviewers? If Yes, who can invite?
Allow self‑review? If Yes, who can rollback for edits?
Can supervisors start before employees submit? Yes/No.
Is sign‑off required? If Yes, who must sign (Employees, Supervisors, HR)?
Enable post‑review feedback questionnaire? Yes/No.
Enable rating/comment permissions and visibility (employee vs supervisor vs HR).
Make ratings/comments mandatory? Yes/No.
UI: Performance > Reviews and Admin Settings > Reviews configuration.
Tip: Map your review workflow (initiate → review → sign-off) and test with a pilot group.
Security & roles
Create roles at Security > Roles Setup for employee, manager, and supervisor review access.
Enable self‑service roles at Client Management > Client Utilities > Self‑Service Roles (check appropriate columns).
Action: List role owners and who will provision access during rollout.
Import / Export & bulk operations
Use Performance > Goals > Import/Export for bulk goal import/export.
Provide a sample CSV and mapping instructions to stakeholders for mass uploads.
Rollout recommendations
Pilot plan: select a small group (one department + HR + manager) to validate settings.
Training: prepare admin guides, manager tips, and employee quick start content.
Communication: announce launch, expectations for check‑ins, and support contacts.
Pro tip: Run dashboard exports and a small set of reports after pilot to verify alignment, weighting, and visibility settings before full deployment.
Related UI paths
Manage features: Admin Settings > Manage Features
Goals: Performance > Goals
Rewards: Performance > Rewards
360 reviews and performance: Performance > Reviews / 360 Reviews
Roles: Security > Roles Setup
Self‑Service roles: Client Management > Client Utilities > Self‑Service Roles
FAQs
Who can cascade a goal?
Managers/supervisors can cascade to their direct reports; cascading to multiple contributors requires the Cascade option and contributor selection.
How do I allow non‑admins to create surveys or groups?
List users in this checklist and grant permissions in Admin Settings or via specific Group/Survey creation permissions.
Can feedback be anonymous and visible to managers?
Yes, but configure anonymity and supervisory visibility independently in Feedback settings.
How do I test review visibility and sign‑off flows?
Create a test review template, schedule reviews for a pilot group, and verify role‑based visibility in Performance > Reviews.