Namely Toolkit: Talent Management

This toolkit contains all of the information you need to optimize our Talent Management features in Namely, and will answer any questions you have from setting up goals and competencies to empowering your employees with skill tags.

Refer to this video: Namely Toolkit: Talent Management

GETTING STARTED

Employee performance is a year-round process. Set your teams up for success by setting up Goals, Competencies and Skill Tags that your managers can use to track performance year-round, and can be leveraged in performance reviews when you're ready for your review cycle.

Roles and Permissions

Roles and Permissions for Performance Management - It's important to review your company Access Roles to ensure the members of your HR and management teams have the correct roles and permissions assigned to complete the tasks they'll need to manage goals and competencies in Namely.

Goals, Competencies, and Skill Tags

Creating Goals in Namely - It's time to set some goals! This article explains how to create goals in Namely at the company, team and individual level.

Personal Goal Weighting - Once your goals have been configured, you may want to provide employees with the ability to assign weights to their goals - which can impact their ratings in performance reviews.

Importing Goals - If you have goals you'd like to add to Namely from prior review cycles, our import tool can help!

Creating and Assigning Competencies - Competencies can be used to pull company values or specific traits for groups of employees into performance reviews.

Creating and Accessing Skill Tags - It's hard to keep track of all of the different skills your employees have - that is, if you don't use Skill Tags! This article explains how to set up and access skill tags.

TALENT MANAGEMENT IN NAMELY:

Now that you're set up to leverage our talent management tools, here are some instructions that will help you and your employees use them.

Creating Goals: For Employees - Includes instructions on creating both individual and team goals; and can be shared with your employees.

Using Skill Tags: For Employees - Empower your employees to share their skills by using Skill Tags!

Reports and Exports for Performance Reviews - This article contains information on how you can report on goals, competencies and skill tags.

TROUBLESHOOTING:

If something goes wrong - no sweat! We've got you covered. Here are some solutions to issues we've seen.

How do I change the visibility of goal fields?	How do I print employee goals?
Can I retrieve deleted goals?	How do I limit the visibility of goal fields to Administrators only?
How do I see an overview of all my goals?	How can I set up notifications to remind employees to complete their goals?
Does an employee need administrative access to enter Company Goals?	Is it possible to remove “weight” from goal templates?

EMPLOYEE RESOURCE CENTER:

These resources can be shared with your employees to help guide them through our talent management tools in Namely.

Creating Goals: For Employees - Includes instructions on creating both individual and team goals.

Using Skill Tags: For Employees - Empower your employees to share their skills by using Skill Tags!

ADDITIONAL RESOURCES:

Help Community

Namely Toolkit: Performance Management - Learn how you can leverage our talent management tools in your performance review cycles and templates.

Namely Blog

Introducing Cascading Goals to Align your Company - Trace company-wide goals down to every employee, and unlock achievement everywhere.

What Makes for a Good Employee Goal? - Wrong goals can set employees up to fail—not because they’re poor workers, but because the goals themselves are poorly designed. Here's how to revamp your goal setting process and leave employees with transparent, specific, and measurable goals.

Feedback

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