Performance reviews using Hi5

Want to run annual performance reviews? You can do that with Hi5! Use our Pulses feature to set up and run paperless, recurring feedback surveys that you can deep-dive into in realtime!

Here's a quick step-by-step video, with instructions below:

Step 1: Switch Pulses on

Go to My Company > Settings. Under the Settings tab, make sure Pulses is toggled on, and Ratings is toggled off. Scroll to the bottom of the page and click the Update Settings button.

Good to know: You can run recurring performance reviews with our Ratings feature as well, but this only measures performance against the company's values and the individual's goals. Pulses enables you to build out much more robust feedback forms!

Step 2: Create a new Pulse

Go to your Pulses tab under My Company. If you don't see it after toggling Pulses on in Settings, refresh the page.

Now, click on the Add Pulse button or the + button in the bottom right-hand side corner of the screen to start creating a new Pulse.

Premium Pulses

Besides creating pulses from scratch, you can use templates. At the top of your page you should see Premium Pulses - these are ready-to-use Premium Pulse templates based on verified surveys. Learn more about Premium Pulses >

Step 3: Build your Pulse

Give your new Pulse a name, and choose Recurring from the dropdown. Set the frequency of your recurring performance review to Weekly, Monthly, Quarterly, Bi-yearly or Yearly.

Add your sections & questions, and then click Next. Make sure you've set up goals for your co-workers, and that you've added your company values.

In the pulse settings, be sure to tick Notifications & Reminders: you can choose to send reminders to your co-workers via Email and/or App, and whether they should go out 10, 5 and/or 1 days before the deadline. This way your co-workers will be reminded each time they need to complete their performance reviews.

Step 4: Choose who reviews whom
In your pulse settings, under the Pulse type section, you have the following options:

Bottom up: Employees rate managers within your selection
Top down: Managers rate employees within your selection
Everyone rates everyone: All co-workers rate each other within your selection
Full 360: Employees rate each other based on their Line Manager & team.
Rate the company: Co-workers only rate the company and not each other.
Individual: Select co-worker(s) and a specific group to rate them.
External Feedback: Build your own survey and send it to anyone outside of your company.
None of the above: Self-rating only.

Once you're done, you can click Save Draft for later editing, or Publish to make your recurring performance review live!

For a detailed breakdown of how to set up a pulse, check Step 4 and 5 in this article.
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