University | StaffCircle

Getting Started Module

University Accreditations

StaffCircle University: Admin Accreditation

Take StaffCircle’s Admin Accreditation to demonstrate proficiency in our range of best-practice performance tools. This accreditation is ideal for those who want to test their knowledge of StaffCircle’s functions and become more proficient with advanced admin features. The Accreditation is suitable for both new and experienced platform users. To achieve this accreditation, improve your knowledge […]

StaffCircle University: Manager Accreditation

Take StaffCircle’s Manager Accreditation to show that you’re proficient in the tools that help high-performing teams work at their best. This accreditation is ideal for those who want to test their knowledge of StaffCircle’s functions and become more proficient with advanced admin features. The Accreditation is suitable for both new and experienced managerial platform users. […]

StaffCircle University: Employee Accreditation

Take StaffCircle’s Employee Accreditation to test your knowledge and prove your proficiency in StaffCircle’s range of tools for high-performance employees. This accreditation is ideal for those who want to test their knowledge of StaffCircle’s functions and become more proficient with day-to-day features. The Accreditation is suitable for both new and experienced standard platform users. To […]

Getting Started

What is StaffCircle?

Who we are, and what we do

Manager

Logging In

Guidance on accessing your StaffCircle account, from activation to first time login

Manager

What is a Reviewee?

The role of a reviewee within StaffCircle

Manager

What is a Reviewer?

The role of a Reviewer within StaffCircle.

Administrator

New Menu Setup

Enabling and disabling the new menu feature

Manager

Download the Mobile app

Downloading the StaffCircle app to your mobile device

Manager

Downloading the Teams App

Downloading the Microsoft Teams app to your device

Manager

Your Success Circle

What is a Success Circle? and how is it calculated?

Manager

Logging in with 2FA

Using two-factor-authentication to log in to StaffCircle

Manager

Updating your Profile

Updating your personal information via the profile area

Manager

Comms

Manager

Responding to Surveys

Guidance on responding to Sentiment, eNPS, and Engagement surveys

Employee

Objectives

Employee

View your Objectives

Where to find your personal, departmental, and company level objectives

Employee

Create your own SMART objective

Guidance on creating your own personal SMART objectives

Employee

Create your own OKR

Guidance on creating your own personal OKR with individual key results

Employee

Update the progress of your personal Objective

Incrementally update the progress of a personal objective

Employee

Make a comment against your objective

Using the conversation feature to make comments against your personal objective

Employee

Upload a document to your personal objective

Uploading documentation for your personal objective

Employee

Overview: Objective Manager Page

A quick overview of objective manager page

Manager

Create a SMART Objective for an Employee

Assigning a SMART objective to an employee from scratch, or from an existing template

Manager

Create an OKR for an Employee

Assigning an OKR to an employee from scratch, or from an existing template

Manager

Updating the Progress of an Employee’s Objective

Updating the progress of an employee’s objective from the Manage screen and from within a review

Manager

Marking an Employee’s Objective as Complete

Completing an employee’s objective from the Manage screen, or from within a Review

Manager

Make a comment against an employee’s objective

Using the conversation feature to make comments against an employee’s objective

Manager

Create a personal SMART objective from inside a review

Adding personal objectives from within the ‘Objectives’ tab of a review.

Manager

Create a SMART Objective for a Department

Creating department level objectives so that personal objectives can feed in to them

Manager

Linking objectives

Linking objectives so that the results will contribute to broader level objectives

Manager

Create a shared SMART Objective

Create a shared objective for employees to work towards collectively

Manager

Objective Templates

Configuring templates to standardise objectives created by managers and employees

Administrator

Reviews

Administrator

Review Templates

Assigning a SMART objective to an employee from scratch, or from an existing template

Administrator

Feedback Questions

Configuring the questions for review participants to respond to.

Administrator

Audience Types

Understanding the different personas associated with a review

Administrator

View your personal reviews

Where to find your personal reviews

Employee

Completing feedback questions for your review

Responding to feedback and sharing this as part of your review

Employee

View feedback for your personal review

Viewing feedback for your personal review

Employee

Create your own Review

Creating your own reviews including 121’s, catch-ups etc.

Employee

Make a comment against your personal review

Using the conversation feature to make comments against your review

Employee

Upload a document to your personal review

Uploading documentation for your personal review

Employee

Overview: Review Manager Page

A quick overview of review manager page

Manager

Create a review for an employee

Creating a review for an employee from annual appraisals to quick catchups

Manager

Complete feedback questions for an employee’s review

Respond to feedback questions as part of an employee’s review

Manager

Mark an Employee’s Review as Complete

Completing an employee’s review

Manager

Overview: Review Details Page

A quick overview of review details page

Manager

Make a comment against an employee’s review

Using the conversation feature to make comments against an employee’s review

Manager

Employee Development

Manager

View an Employee’s Career Development Plan

Personalised plan for employee progression in to their next role

Manager

View your Career Development Plan

Personalised plan for progression in to your next role

Employee

Career Development Plans

Enabling Career Development Plans for employees and the associated prerequisites.

Administrator

Competencies

Administrator

Company Competencies

Defining your Company’s competencies to embed throughout your platform.

Administrator

Skills

Administrator

View your assigned skills

Viewing assigned skills and your current proficiency against each skill

Employee

Add or Remove an employee’s skill

Configuring skills for an individual employee

Manager

Update an employee’s skill level

Setting the skill level for an employee’s skills

Manager

Updating Skills with the Skills Assessment

Updating skills within a review

Manager

Awards & Feedback

Manager

View your own Awards and Feedback

Where to view your awards and feedback

Employee

Assign an Award to a Colleague

Assigning an award to a peer via the directory, or custom channel

Employee

Provide feedback to a Colleague

Providing feedback to another peer within the organisation

Employee

Holiday & Absence

Employee

Absence Policies

How absence policies work, and how they impact an employee’s holiday balance

Administrator

Working Patterns

Configuring working patterns to reflect employee working days/hours

Administrator

Submit a holiday request

Requesting time away from the business using your leave balance

Employee

Submit an absence request

Requesting other absences (sickness, appointments etc.)

Employee

Overview: Holiday Allowance Dashboard

A quick overview of the Time Off area

Employee

Approve or decline an employee’s holiday/absence request

Responding to an employee’s absence request, including holiday requests

Manager

Add an absence on behalf of an employee

Adding absences for other employees

Manager

Update an employee’s holiday/absence request

Amending absences for employees you manage

Manager

People

Manager

Managing People

Guidance on adding, deactivating, and updating People

Administrator

Create Development Reviews and Objectives

Assigning dedicated reviews and objectives types for career development

Administrator

Succession Planning

Enabling the Succession Planning Dashboard and the associated prerequisites.

Administrator

Roles

Guidance on adding roles to the platform and assigning roles to people

Administrator

Leaver’s Process

Recommended process for people leaving the business

Administrator

Documents

Administrator

Uploading documents to your personal folder

Guidance on uploading personal documentation

Employee

Uploading documents to an employee’s personal folder

Uploading personal documentation for employees

Manager

Security & Permissions

Manager

Security Groups

Configuring platform access to individual users.

Administrator

Audit Log

Viewing a log of platform activity

Administrator

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