To make impersonating users even easier, we're expanding the places you can impersonate from. This month we've added impersonate buttons to the Reporting Lines Step. Now you can simply search for an employee and click the impersonate button to see their plan!
Following the success of access to the Pivot Support Centre in our Remuneration product, we’re rolling it out to Performance too!
As an Administrator you’ll now see a ‘Support’ button on your screen which is your one-stop shop for all the resources you’ll need to make your review go smoothly. You can access handy how-to guides and troubleshooting information any time you need.
Click on the Support button and use the search feature to find help articles. You can either view them in the pop up or click on the pop out icon to view them in the Support Centre.
There’s also a ‘Contact us’ option to create a ticket and send your query through to the Pivot Team.
This new feature allows managers to allocate objectives from their own plan to their employees, much like they can do now from employee to employee.
When creating a new objective, the manager will now get the additional option to 'Create Copy (from my plan)'.
When requesting a large dataset export, we’ve reduced the number of records shown in the preview to 20. This removes the failure to preview that sometimes comes up when returning a large dataset.
The first tab shows the number of users being returned by the query, with a reminder in the Preview tab that the preview is limited to 20 records. When you export, you’ll get the full list of records from your query.
This month we’ve rolled out new look and feel updates into Performance, giving further alignment with Pivot Remuneration as well as closer alignment with ELMO products.
The main changes that you’ll see are:
Charts just keep getting better! We’ve added additional functionality into the performance distribution chart so that if you have moderation turned on, you can now decide whether you want to see just the moderated rating, or the moderated rating and the original manager rating:
We’ve had feedback that some clients would like to chart on optional assessments instead of just compulsory, so we’ve added the ability for you to create many different combinations of assessment summary charts:
Any section with a lookup (drop-down) grouping will now sort by that grouping to keep like items together e.g. financial and personal objectives:
Admins can now select and set fields to be visible on the Employee's Performance Plan.
This can be set up in the Employee Attributes step by ticking the 'Show On Plan' box for an attribute:
See the Pivot Support Centre article Can I show employee data on their Performance Plan? for more details.
The 'Eligible From' date has always been a background date that drives what an employee sees based on when they were added to the Review Cycle. This ensures that employees added to the review after an interim review date won't see any interim review that are not relevant to them.
Sometimes it is necessary to backdate the 'Eligible From' date for an employee. We have now put the power to do this in your hands!
You can now roll it back to the actual date they were eligible from.
Note: This is roll back only, you can’t roll it forward - in those cases you should leave them excluded until they become eligible.
See The assessment panel for an employee says not required until X date article in Pivot Support Centre for further information.
