University | StaffCircle

What is StaffCircle?

Who we are, and what we do

Getting Started

Logging In

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

Getting Started

What is a Reviewee?

The role of a reviewee within StaffCircle

Getting Started

What is a Reviewer?

The role of a Reviewer within StaffCircle.

Getting Started

New Menu Setup

Enabling and disabling the new menu feature

Getting Started

Download the Mobile app

Downloading the StaffCircle app to your mobile device

Getting Started

Downloading the Teams App

Downloading the Microsoft Teams app to your device

Getting Started

Your Success Circle

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

Getting Started

Logging in with 2FA

Using two-factor-authentication to log in to StaffCircle

Getting Started

Updating your Profile

Updating your personal information via the profile area

Getting Started

Objective Templates

Configuring templates to standardise objectives created by managers and employees

Objectives

Review Templates

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

Reviews

Feedback Questions

Configuring the questions for review participants to respond to.

Reviews

Audience Types

Understanding the different personas associated with a review

Reviews

Career Development Plans

Enabling Career Development Plans for employees and the associated prerequisites.

Employee Development

Company Competencies

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

Competencies

Absence Policies

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

Holiday & Absence

Working Patterns

Configuring working patterns to reflect employee working days/hours

Holiday & Absence

Managing People

Guidance on adding, deactivating, and updating People

People

Succession Planning

Enabling the Succession Planning Dashboard and the associated prerequisites.

Employee Development

Create Development Reviews and Objectives

Assigning dedicated reviews and objectives types for career development

Employee Development

Roles

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

People

Leaver’s Process

Recommended process for people leaving the business

People

Security Groups

Configuring platform access to individual users.

Security & Permissions

Audit Log

Viewing a log of platform activity

Security & Permissions

Administrator Lessons

University Accreditations

StaffCircle University: Admin Accreditation

StaffCircle University: Manager Accreditation

StaffCircle University: Employee Accreditation

Getting Started

What is StaffCircle?

Logging In

What is a Reviewee?

What is a Reviewer?

New Menu Setup

Download the Mobile app

Downloading the Teams App

Your Success Circle

Logging in with 2FA

Updating your Profile

Comms

Responding to Surveys

Objectives

View your Objectives

Create your own SMART objective

Create your own OKR

Update the progress of your personal Objective

Make a comment against your objective

Upload a document to your personal objective

Overview: Objective Manager Page

Create a SMART Objective for an Employee

Create an OKR for an Employee

Updating the Progress of an Employee’s Objective

Marking an Employee’s Objective as Complete

Make a comment against an employee’s objective

Create a personal SMART objective from inside a review

Create a SMART Objective for a Department

Linking objectives

Create a shared SMART Objective

Objective Templates

Reviews

Review Templates

Feedback Questions

Audience Types

View your personal reviews

Completing feedback questions for your review

View feedback for your personal review

Create your own Review

Make a comment against your personal review

Upload a document to your personal review

Overview: Review Manager Page

Create a review for an employee

Complete feedback questions for an employee’s review

Mark an Employee’s Review as Complete

Overview: Review Details Page

Make a comment against an employee’s review

Employee Development

View your Career Development Plan

Career Development Plans

Competencies

Company Competencies

Skills

View your assigned skills

Add or Remove an employee’s skill

Update an employee’s skill level

Updating Skills with the Skills Assessment

Awards & Feedback

View your own Awards and Feedback

Assign an Award to a Colleague

Provide feedback to a Colleague

Holiday & Absence

Absence Policies

Working Patterns

Submit a holiday request

Submit an absence request

Overview: Holiday Allowance Dashboard

Approve or decline an employee’s holiday/absence request

Add an absence on behalf of an employee

Update an employee’s holiday/absence request

People

Managing People

Succession Planning

Create Development Reviews and Objectives

Roles