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

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

Overview: Objective Manager Page

A quick overview of objective manager page

Objectives

Create a SMART Objective for an Employee

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

Objectives

Create an OKR for an Employee

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

Objectives

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

Objectives

Marking an Employee’s Objective as Complete

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

Objectives

Make a comment against an employee’s objective

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

Objectives

Create a personal SMART objective from inside a review

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

Objectives

Create a SMART Objective for a Department

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

Objectives

Linking objectives

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

Objectives

Create a shared SMART Objective

Create a shared objective for employees to work towards collectively

Objectives

Overview: Review Manager Page

A quick overview of review manager page

Reviews

Create a review for an employee

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

Reviews

Complete feedback questions for an employee’s review

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

Reviews

Mark an Employee’s Review as Complete

Completing an employee’s review

Reviews

Overview: Review Details Page

A quick overview of review details page

Reviews

Make a comment against an employee’s review

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

Reviews

View an Employee’s Career Development Plan

Personalised plan for employee progression in to their next role

Employee Development

Add or Remove an employee’s skill

Configuring skills for an individual employee

Skills

Update an employee’s skill level

Setting the skill level for an employee’s skills

Skills

Updating Skills with the Skills Assessment

Updating skills within a review

Skills

Approve or decline an employee’s holiday/absence request

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

Holiday & Absence

Add an absence on behalf of an employee

Adding absences for other employees

Holiday & Absence

Update an employee’s holiday/absence request

Amending absences for employees you manage

Holiday & Absence

Uploading documents to an employee’s personal folder

Uploading personal documentation for employees

Documents

Manager 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 an Employee’s Career Development Plan

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

Create Development Reviews and Objectives

Succession Planning