As an Admin, you have the responsibility of setting up the platform to get it ready for your organizational rollout. This page has the information you need to set up the platform and get it ready to use.
Here is what you will see on this page (click on the links to move to that section on this page):
Video walkthrough of configuring the platform to suit your needs
Refer to the Written walkthrough, if you are looking for instructions on how to do a specific thing (resembles a manual)
Access Performance Settings
Admins can configure Talent Development and Talent Development Pro via Performance Settings, located in the left navigation of the Talent Development and Talent Development Pro Performance Dashboard:
Within Performance Settings, Admin can configure General Settings, along with settings for Objectives, 1-on-1s, Reviews, Integrations, Social sharing, Export data, and Emails.
In General Settings Admins can set the Business Year Start and Business Cycle Length. Business Year Start is the beginning of your first quarter, whether that be the calendar year or your fiscal year - whatever your business runs on. Business Cycle length is the length of your business cycles, which are typically quarters (3 months long). These settings will be reflected in the default length of Objectives that are set for the period of time.
Feature Visibility: Choose which features you want everyone to see.
Additionally, Admins can hide or unhide features from the left navigation by unselecting or selecting the checkboxes for Objectives, Feedback, and 1-on-1s. Doing this will hide the feature(s) on the left-hand navigation for the network.
Admins can determine which updates a user sees by select the appropriate check box:
Finally, within General Settings Admins can select the Email and Calendar Provider to enable employees to compare their calendars in the 1-on-1 feature:
currently only supporting Google calendar
For Talent Development Pro, Admins can determine which goal-setting framework will apply for the Objectives feature by selecting either Cascading SMART Goals or Objectives and Key Results:
Changes to the Objective Format will be reflected in the entire network.
For Talent Development and Talent Development Pro, Admins can configure who can create department objectives, default privacy, and currency, along with setting up check-in templates and closing templates.
For Talent Development Pro with OKRs, Admins can configure default child objective progress:
Lastly, for Objective configuration, Admins can configure draft mode and labels:
Admins can configure if the network can complete 1-on-1s with anyone or just within the reporting tree.
Reviews Settings provides Admins the opportunity to hide the Reviews feature from the left hand navigation while still configuring the Reviews features by clicking on Set up reviews.
Admins can also determine if Managers and Department Leaders (as determined by the HR settings in Perform) can launch Reviews by clicking on the toggle.
Integrations enable Admins to configure integrations for Key Results (available for Talent Development Pro with OKRs only) and Engagement tools such as Zapier, Google, and Outlook Calendar Integrations.
To enable any of the integrations, click on Configure and follow the prompts:
Admins can bulk export data for different features within Talent Development and Talent Development Pro by selecting and deselecting the applicable check boxes. Admins will receive an email with a link to the download file (content will be subject to content access for Talent Development and Talent Development Pro).
Admins can set the defaults for network email settings in this section by selecting or deselecting the checkboxes:
Privileges can be assigned in the core Paycor platform by click on Company > Configure Company in the top navigation bar.
You can then click on Manage Access > Users in the left navigation.
From this screen, you can assign three permission levels:
Role: Access Talent Tools - Admin ("Admin")
Role: Access Private Talent Details - Admin ("content access")
Role: Access Talent Tools - Manager
As an administrator, you can:
Customize all organization settings such as creating recognition badges, setting global templates for 1-on-1 and feedback, managing labels, and launching Reviews
Create organization-level objectives
Delete recognitions and check-ins written by anyone
Set up integrations
Access Performance Settings pages
Access to reporting pages
Create organizational objectives
You can assign a user content access for another individual, departments or locations. This content access allows you to see restricted performance data including:
1-on-1s notes (unless made private)
Feedback responses (unless made private)
As a manager, you also have access to this controlled content for your team. This is set automatically. A manager can also:
Set departmental objectives
Access to restricted objectives set by direct reports
Create 1-on-1 templates available to use by direct reports
All users, regardless if they have other permissions, have access to:
Set and align personal objectives
Check-in to personal objectives that you are a participant of
Join objectives as a stakeholder or follower
Recognize peers and receive recognition
Give and receive feedback to anyone
Post to the feed of any objective
Post to the homepage activity feed
Create 1-on-1 templates available to use by oneself or one's manager
Complete 1-on-1s with your direct manager