Welcome to the Help Center!

To start the performance review process: Select Performance Reviews from the main menu then click Create Review Select the employee you would like to review If you would like employees to review themselves, enable the Self-Review option. Once they have completed the review q...

Goals help track the progress and achievement of employees and managers. Administrators, managers, and employees can edit a goal’s progress. From the Main Menu, select Goals (My Goals in Employee view). Next to the goal you want to edit, select the pencil icon Make cha...

Performance review templates can be tailored to how your organization conducts reviews. For example, if you review all of your employees using the same questions, you will only need 1 template. If you would like to review according to department or offices, create different templates for each....

From the main menu, select Goals (My Goals in Employee view) then click Create Goal: If you’re an administrator or manager, choose an employee the goal will be linked to. When creating new goals as an employee, this will automatically be set to your name. Name your goal...

Under the Settings menu for 360 Degree Feedback, you can decide if both Employees and Managers are able to create new feedback. From there, you can then choose the types of feedback that Employees and Managers can create. Self Feedback allows Employees and/or Managers to create feedback...

Before creating a review template, you must create your questions. Each question you create must be associated with a competency (ex: Communication, Team Work, Problem Solving, Leadership, etc).  To create a new competency, click Add Competency, give it a name, and hit Save. To add a qu...

Set Review Frequency You can set review frequency in two ways. If every user should have the same review frequency: Go to “Account Settings” Under Performance Review Frequency, choose the desired frequency from the dropdown menu Once selected, this w...

Feedback has different sharing restrictions for each type.  Every time you create new feedback, you will choose who you will share it with. Upon creation of the Feedback, the creator will be able to determine who the feedback will be shared with.   Self:   Privat...

Text: A text box field. Character limit: 4000 Dropdown: A dropdown menu with customizable answers. You can include up to 10 possible answers. Character limit: 250 Radio Group: Multiple choice question with customizable answers. The employee answering the question can only select one...

Feedback can be a helpful tool for reflecting on performance by highlighting strengths or areas that need improvement. By providing feedback, you provide insight to empower your peers, managers, and yourself to make changes and improvements. Managers and employees have the opt...

Self-reviews give you the opportunity to reflect on your progress and performance and share your thoughts with your manager. You will receive an email when your manager or administrator wants you to complete a self-review. Your self-review will also be available from Staff™ --> My R...

Creating goals is a good way to keep track of your accomplishments and progress throughout the year. The following instructions are for Employee users.  Create and Track Goals Select the Staff module on the top left of your screen Select My Goals on the left side menu Select C...

Did you know? You can get PurelyHR on your phone or tablet, without an App taking up storage space?   You can easily do so from any browser on both Apple and Android products! To do so simply :  Open your favorite internet browser Go to your PurelyHR login website URL...

You can add new module trials or upgrades to your existing account(s) To add a module to an existing account, you can follow the steps below: 1. Go to your dashboard 2. Click the green X to start a trial for the module(s) of your choice: And that's it! You will th...