Fundamentals of Performance and Talent Management

Performance Ratings
Set up and manage your performance ratings for performance reviews.  

Creating Review Templates
Custom build review templates to suit the needs of any review cycle.

Creating a Performance Review Cycle: Basic Info
How to complete the Basic Info page when building a review cycle.

Performance Cycle Types
Review the common use cases for the four different types of review cycles available at Namely.

Selecting Review Templates and Assigning Roles
Select the correct templates and assign roles to the employees within the cycle. 

Employee Roles in Review Cycles
Understand the different roles that employees can hold within a review.

Pulling Goals into a Review Cycle
If you're utilizing the Goals feature, add company goals and individual goals into a performance cycle.

Performance Review Settings
Customize your review cycle's settings. 

Performance Review Notifications
Set up the different types of notifications you'd like to include in your review cycle. 

Kicking off a Performance Review and Assigning Due Dates
Preview your template, assign due dates, add automatic reminders to kick off your review cycle! 

Duplicating a Review Cycle
Want to reuse the same review format each year? Duplicate it!

How to Write a Performance Review
Instructions for employees to help them complete a performance review. 

Reviewing Your Performance Reviews
How to read your completed performance reviews. 

Post Kick-Off Adjustments to Performance Review Cycles
Make these last-minute adjustments to a review cycle after you've kicked it off!  

Performance Notes
Track performance notes on employee profiles all year round. 

Navigating the Performance Dashboard: For Admins
An overview of the features on Namely's performance management dashboard for Admins.

Navigating the Performance Dashboard: For Employees
A brief guide to help employees manage performance-related tasks from the Performance Dashboard.

Creating and Accessing Skill Tags
How to create, import, and report on skill tags.  

Using Skill Tags: For Employees
Empower your employees to list their skills on their profiles with skill tags!  

Creating and Assigning Competencies
Use competencies to define certain traits you'd expect employees to have and pull them into your Performance Templates

Creating Goals in Namely
This feature empowers employees, managers, and your HR team to set and track goals for your organization.

Configuring Goal Settings in Namely
Configure the information that is included in individual, team, and company goals. 

Personal Goal Weighting
Learn how to apply a weighted score to personal goals in a performance review.

HRIS Imports: Goals
Add Goal-specific information to employees in bulk.

Creating Goals: For Employees
How to create team and individual goals. 

Knowledge Check: Talent Management
Test your knowledge on all things related to Talent Management at Namely! Try to answer these questions before revealing the answer hidden in the collapsed fields. 

Knowledge Check: Goals
Test your knowledge on using Goals! Try to answer these questions before revealing the answer hidden in the collapsed fields. 

Namely Toolkit: Performance Management
Learn everything related to managing performance in Namely. 

Namely Toolkit: Talent Management
Explore and take advantage of our Talent Management features in Namely.