Performance
Practical how-tos and answers about performance in StaffCircle — objectives, reviews and check-ins.
9 Box Grid: Create Review
The 9 Box grid works best for a single review - an annual review for example. The questions within the review which contribute to the 9 box have…
9 Box GridHow to Enable and Configure the 9‑Box Grid in StaffCircle
This article explains how to enable, configure, and test the 9‑Box Grid feature in StaffCircle, and how visibility of placements is controlled.
9 Box GridHow to Delete Objectives Individually or in Bulk
This article explains how to delete or remove objectives in the system, including single-objective deletion and bulk deletion using the leavers…
Bulk Amendments & DeletionsCreating Feedback Questions
Before creating a review template within StaffCircle, you will need to define the feedback questions for the personas/audiences involved. This is…
Feedback QuestionsManage StaffCircle Notification Settings and Review Alerts
This article explains how to manage notification settings and configure review-related notifications in StaffCircle, including where to change
Other SettingsReview Appraisal Summary
The Review Appraisal Summary offers a powerful feature that allows you to export feedback responses for a specific review type. This enables you to
ReportsHow to Create and Customize Review Templates in StaffCircle
This article explains how to create, organize, and customize review templates in StaffCircle, including adding questions and configuring template
Template ConfigurationParticipants
Participants are the types of individuals you want to contribute to a review in the form of feedback questions. Within the review template, you…
Template ConfigurationAdd an Objective Template
Setting Up Objective Templates for Efficient Objective Creation
TemplatesReview Template: Add
The ADD REVIEW TEMPLATE takes you through a wizard to make sure you're giving the relevant information and level of visibility to your platform…
Templates9 Box Grid: Configure
You can configure the 9 Box Grid within your platform in several different ways, including the title and description of each box, and the colour…
9 Box Grid9 Box Grid: Dashboard
Once the employee's 9 Box Grid Review has been completed - they will then appear on the 9 Box Grid Dashboard. To view to the 9 Box Grid Dashboard,…
9 Box Grid9 Box Grid: Enable
This guide will explain how you an activate the 9 Box Grid feature for your platform. For more information on the 9 Box Grid, please refer to the…
9 Box Grid9 Box Grid: Overview
The 9-box grid, also known as the Performance-Potential Matrix, is a visual tool used in talent management and succession planning. It categorizes…
9 Box GridHow to Manage and Share Company Goal Visibility
Admins control company goals visibility—use full visibility for organization-wide alignment or restrict access to specific teams.
Cascading & Linked ObjectivesAdd a Competency
Integrating Competencies Across Platform Features including Objectives, Reviews, Feedback, and Awards.
CompetenciesConfigure or Delete a Competency
Editing and Deleting Company Competencies Including Removing Associated Objectives
CompetenciesIncorporating Competencies throughout your platform
How to Quickly Link Awards, Objectives, Reviews, and Real Time Feedback to Competencies
CompetenciesOverview: Competencies
Understanding Company Competencies and Linking Them to Objectives, Reviews, Feedback and Awards
CompetenciesCan I change the due date of my objective?
As an end user you cannot configure the due date of your own objective - even if you created the objective for yourself. Your Manager or System…
FAQ'sCan I change the way an objective is measured?
As an employee, you cannot change the way your objective is measured, but the Reviewer of the objective (ie. your Manager) will be able to update…
FAQ'sCan I create my own objective?
If your system administrator has enabled the self-service functionality, you can create objectives for yourself in StaffCircle. For further…
FAQ'sCan I create my own review?
Can I create my own review?
FAQ'sCan I delete my own objective?
Can I delete my own objective?
FAQ'sCan Managers Delete Scheduled Reviews? Understanding Permissions and Solutions
Learn how managers can delete scheduled reviews and what to do if permissions are not enabled in this helpful guide.
FAQ'sFAQ: How can I make Internal Review Feedback visible to the Reviewee?
When adding or updating a review template, you can toggle on the View Internal Feedback toggle underneath the SETTINGS area: Toggle On: This will…
FAQ'sFAQ: How do I reopen a review?
Reviews can only be re-opened by System Administrators/Admins. If you require a review to be re-opened for any reason, please contact your System…
FAQ'sFAQ: What contributes to the Review Score
There are several elements which can impact the Review Scores: Note that if the Review score cannot be overridden by Manager button has been left…
FAQ'sFAQ: Who can see the reviews?
Within the Review Details page, you can see which Users, Groups, Departments, Sites, Participant types and/or Security Groups will be able to see…
FAQ'sHow can I change my answers?
As an employee, you are unable to change the responses to your feedback questions yourself. However, the Reviewer of the review (typically your…
FAQ'sHow can I change the date of a review?
Click on the pencil icon next to the review in the ACTIONS section. Employee's cannot change the date of their own review.
FAQ'sHow can I change the review questions?
Feedback questions for a review have been configured by your system administrator for a specific review and persona. You cannot change these as an…
FAQ'sHow can I change the Reviewer?
To change the Reviewer of a review, click on the pencil icon next to the review in the actions area on the Review Manager Page.
FAQ'sHow can I download a copy of my review?
How can I download a copy of my review?
FAQ'sHow can I link an objective?
You can link personal objectives to department level objectives, and department level objectives to company level objectives. The objectives you…
FAQ'sHow can I upload a document to my objective?
You can utilise the conversation area to upload documents in support of your objective's progress. For further information, please refer to this…
FAQ'sHow do I add a new key result to my OKR?
If you have created your own personal OKR you will be able to add key results to this, even after the OKR has been established. We would recommend…
FAQ'sHow do I close an objective?
As an employee you are unable to mark your own objective as complete (closed), this is typically actioned by your Manager as part of the…
FAQ'sHow do I create an objective for an employee?
How do I create an objective for an employee?
FAQ'sHow do I reopen a review?
You can re-open a review as a system administrator or the review's Reviewer. Navigate to the completed review's details page - remember you will…
FAQ'sHow do I stop my review from recurring?
How do I stop my review from recurring?
FAQ'sHow I can share my review feedback?
How I can share my review feedback?
FAQ'sHow to Create a Review Without Assigning a Reviewer
Create a review without a specific reviewer by following these simple steps. Learn how to set up your review template today!
FAQ'sHow to Delete a Review Without a Delete Icon in StaffCircle
Learn how to delete a review without a delete icon by reopening it as a superuser. Follow these steps for a quick solution.
FAQ'sHow to Set Up Reminder Notifications for Reviews in StaffCircle
Set up timely reminder notifications for reviews in StaffCircle with this easy step-by-step guide. Ensure participants stay engaged!
FAQ'sI don't like/don't agree with my feedback
I don't like/don't agree with my feedback
FAQ'sTroubleshooting Issues Adding Objectives in StaffCircle
Unable to add objectives in StaffCircle? Discover common issues and solutions to manage your objectives effectively.
FAQ'sWhere can I see my completed reviews?
You can view your completed reviews by clicking on the COMPLETED tab within the reviews area. For more information, refer to this StaffCircle…
FAQ'sWhy can't I mark an employee's OKR as complete?
OKR's can only be marked as completed once all the associated key results are progressed 70% or higher. SMART objectives, on the other hand, can be…
FAQ'sWhy can't I see my Department's objectives?
If you cannot see any objectives when selecting the DEPARTMENT tab within the Personal Objectives area, this could mean one of two things: 1. Your…
FAQ'sWhy can’t I see the employee/reviewee’s feedback?
When an employee has responded to feedback questions for their review, they will need to click the ‘submit feedback’ button to share their responses
FAQ'sWhy isn't the departmental objective displaying when I try to link a personal objective to it?
Objectives can only be linked if they share the same value (i.e %, £). Remember that personal objectives can only be linked to a department level…
FAQ'sWhy would I use Objective Templates?
Objective Templates can be used by both Employees and Managers to create objectives quickly and consistently in the platform. These can be used…
FAQ'sAudience Types
Reviews can have different contributing participants, and these participants can be associated with their own feedback questions for a review.…
Feedback QuestionsCreating Folders
Creating folders for Review Types and Feedback Questions can help to better organise your templates. A folder can be created when…
Feedback QuestionsCreating Score/Option Templates
When creating score-based or option-based questions for a feedback question template, you can determine the the options and/or score weighting for…
Feedback QuestionsOption-based Questions
StaffCircle reviews can include three types of questions: scored, option, or text. Option-based questions allow the employee to choose a pre-set…
Feedback QuestionsScored-based Questions
StaffCircle reviews can include three types of questions: scored, option, or text. Scored questions allow you to assign weighting to question…
Feedback QuestionsText-Based Questions
StaffCircle reviews can include three types of questions: scored, option, or text. Text-based questions are the most simplistic of all of these.…
Feedback QuestionsAdd and Configure the Objectives Leaderboard
Setting Up Your Objectives Leaderboard Choosing Data and Creating Visual Columns
Leaderboard/DashboardObjective Updates Importer: Objectives Leaderboard
Bulk Updating Objectives for the Leaderboard Using the Platform Importer
Leaderboard/DashboardOverview: Objectives Leaderboard
Visualising Externally Tracked Objectives Using the Platform Leaderboard
Leaderboard/DashboardHow to Update Progress on Objectives in the System
Correct progress updates on objectives in the system by submitting a new update. Learn how to ensure accurate status representation.
ObjectivesOverview: Review Settings
The review settings area will allow you to configure and enable the Success Circle and 9 Box Grid features. To navigate to the Review Settings,…
Other SettingsReview Intervals
Review Intervals are created so that when setting a review a recurrence can be added and future Reviews automatically create. They can be completely…
Other SettingsAdd a Priority
Creating Bespoke Objective Priorities including Title, Order and Colours
PrioritiesConfigure or Delete a Priority
Managing Objective Priorities to Update and Delete priority options
PrioritiesOverview: Priorities
Visualising Objective Priorities How Employees and Managers See Goal Importance
PrioritiesObjective Summary Report
How to Use the Objective Summary Report to Track Objective Completion and Progress
ReportsPeople Without Objectives Report
Monitoring Employee Engagement and Identifying Individuals Without Assigned Objectives
ReportsPeople without Reviews Report
The People Without Reviews report offers a comprehensive list of all employees who do not have any assigned reviews which are due to be completed…
ReportsReview Appraisal Overview Report
The Review Appraisal Overview report is similar to the Review Appraisal Summary report, however this report is a comprehensive and definitive list…
ReportsReview Summary Report
The Review Summary report offers a comprehensive and definitive list of all employee reviews within the platform. This report provides essential…
ReportsReviewer Direct Report Average Scores
The Reviewer Direct Report Average Scores report displays the average review score and divides this across the number of individuals in that…
ReportsReviewer Performance Report
The Reviewer Performance Report offers a comprehensive and definitive list of conducted reviews within the platform, focusing specifically on the…
ReportsHow to Create a Review Without a Reviewee
Create a review without a reviewee: leave the Reviewee field blank and assign reviewers to collect and manage feedback.
ReviewsHow to Find and Reopen Completed Reviews in StaffCircle
Find and reopen completed StaffCircle reviews: use the COMPLETED tab for personal reviews or REPORTS (Review Summary/Overview) in MANAGE to filter…
ReviewsAccess For Completed Reviews
The Access For Completed Reviews section within the Review Template Wizard enables you to decide who can see the review once it's been completed. As…
Template ConfigurationAccess for In Progress Reviews
The Access For In Progress Reviews section within the Review Template Wizard enables you to decide who can see the review whilst it's in progress. As…
Template ConfigurationReview Template Access
There are some types of Reviews that you might want anyone in the company to be able to access, such as Weekly 1-2-1's, Role Reviews, Wellbeing…
Template ConfigurationDelete, Configure or Clone an Objective Template
How to Edit, Clone, and Delete Objective Templates on the Platform
TemplatesOverview: Objective Templates
Objective Templates can be used by both employees and managers to create objectives quickly and consistently in the platform. These can be used…
TemplatesReview Templates: Overview
System Administrators will have access to create and configure Review Templates within StaffCircle. Review Templates determine what reviews can be…
TemplatesReview Templates: Update/Configure
If changes need to be made to the review template (for example, changes to visibility, or feedback questions) then this can be actioned by…
Templates