Workleap

Performance management made easy for everyone

Performance

Performance Management video library

Workleap Performance launch guide

Performance FAQ

Start here. Learn what Workleap Performance does, who uses it, and how to navigate the product.

Getting started with Performance

Prepare and write your reviews with the Review Agent: evidence prep, sources used, access by review type, and writing help.

Prepare and write your reviews with the Review Agent

Learn how to require employees to acknowledge their shared review and track who's confirmed.

Review acknowledgment: require employees to confirm they've seen their review

Assign a temporary Direct Manager

Create a review cycle

HR Executives and Collaborators: Cycle management view

Learn how to access the Ratings and results tab in a review cycle to analyze submitted ratings, filter by review type or question, and compare ratings across groups.

Ratings and results in a review cycle

Set up calibration in a review cycle, access and filter calibration data, and prepare for fair, consistent performance discussions using the 9-box grid.

Calibration in Workleap Performance

Review cycle overview

Performance reviews for Direct Managers

Direct Managers: Manage and track your Performance Cycles

You’ve been assigned as a temporary Direct Manager—what now?

Performance overview page

What data feeds into Workleap AI-powered performance reviews?

Fill out a performance review

Export performance data

Performance themes

Configure Upward Review in a performance cycle, assign upward reviewers, and control how upward feedback reaches managers.

Upward Review: set up and share upward feedback

Learn what the Review Score is and how it's calculated on a review cycle

Performance Review Score

Configure review cycles, complete reviews, run calibration and analyze results.

Performance Reviews

Goals are the backbone of Workleap Performance. They power reviews, feedback, conversations, and AI insights.

Goals in Workleap Performance

Understanding the key differences and when to choose which options

Sub-goals vs. measurements

Goals

This article is for anyone using Workleap Performance. It covers the types of notifications the system sends, when they're triggered, who receives them, and how they're delivered.

Notifications in Workleap Performance

Permissions, external sources, notifications and other settings.

Administration & integrations

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.