Welcome to the Performance Pro Product Tour. Performance Pro is one of the best and longest-standing automated employee performance management applications on the market. Performance Pro was one of the first products to help companies to complete the link between pay and performance while at the same time, properly managing the documentation aspect of the performance evaluation system. Performance Pro is affordable for even small businesses that want to manage performance but may have considered it unaffordable.

1. Talent management to achieve breakthrough employee performance
Welcome to the
Performance Pro Product
Tour.
Performance Pro is one
of the best and longest-
standing automated
employee performance
management
applications on the
market.
Performance Pro was one
of the first products to
help companies to
complete the link
between pay and
performance while at the
same time, properly
managing the
documentation aspect of
the performance
evaluation system.
Performance Pro is
affordable for even small
businesses that want to
manage performance but
may have considered it
unaffordable.
Developed over 20 years
ago by HR industry
experts and often
updated with new
features, Performance
Pro has out-lived many
competing employee
performance
management software

2. Best in Class
Content
Development
Tools
Manager and
Administrator Tools
Comment coaching
HR Forms & Tools
Position templates
Performance factors
Multi-appraiser
Goal library
Down line view/edit
Self-evaluation
Goal setting
Performance notes
Status reporting
Automated rouging
Language check
Comment coaching
E-mail notification
Dual appraiser rating
Cascading goals
Performance history
Complete Performance Management – Develop, Motivate, Retain
Performance Pro was
developed on the
premise that effective
organizations are built on
the talent of well
managed and motivated
employees.
Employers need a way to
set and measure goals
without creating a
blizzard of paperwork
that discourages
managers from actually
managing their
employees.
HR experts designed this
easy-to use-system with
pages of performance
and skill development
content right at your
fingertips including
hundreds of pre-written
performance factors and
position templates, an
extensive goal library,
and comprehensive
comment coaching.
Talent management to achieve breakthrough performance

3. Completing an Appraisal Has Never Been Easier
Completing an appraisal
is fast and easy;
requiring only six simple
steps—even fewer for
employee self-appraisals.
Designed with your
appraisers in mind the
interface is intuitive and
the navigation straight
forward. We make it
easy because we know
that to be successful
your managers need to
learn quickly and save
time.
Each step is listed under
the Appraisals heading of
the main menu. Open
the Appraisal section and
highlight each selection.
Simply start at the top
and work your way down
until the appraisal is
complete.
Six Simple Steps

4. Performance History – Complete, Centralized and Secure
All performance related
material is centrally
stored in one location–
the Performance History
screen.
This resource allows
supervisors to easily
create and access forms,
notes and past reviews.
Begin the appraisal
process by reviewing an
employee’s past
performance.
This step allows
managers to quickly
remind themselves of
issues or concerns from
previous evaluations.
After reviewing
performance history,
managers can appraise
employees with
confidence, assured that
they are including
accurate information.

5. Evaluate Factors – Loaded with Positions and Factors
Continue the appraisal
by evaluating
performance factors. A
factor (or competency)
describes a specific
behavior or function
required for a position.
Multiple factors are
assigned to each
position. Together, these
factors provide a
complete picture of the
skills necessary for each
job.
Unique to Performance
Pro is a standard feature
that allows up to two
appraisers to evaluate
the performance of a
single employee.
First review the
performance level
descriptions. Next,
determine the level of
performance and slide
the pointer to the
appropriate level.

6. Evaluate Goals – Specific and Measurable
Next, evaluate
performance and
development goals.
Each goal is defined,
given a due date and
assigned a weight based
on its importance.
Evaluate each goal
simply by moving the
pointer to the
appropriate level.
Further goal completion
detail may be provided
with specific, measurable
Action Steps that can be
individually weighted and
evaluated.
Comments for each goal
can be added providing
additional documentation
and feedback.

7. Merge The Appraisal
Merging the appraisal
brings appraiser and
employee information
together in one, easy-to-
read form and quickly
identifies differences in
scores and perceptions.
Self-evaluation is an
optional but powerful
feature that allows
managers to receive and
consider valuable
feedback that includes
employees in the
appraisal process.
If desired, the appraiser
may route the appraisal
to his or her up line
managers for review and
approval.

8. Complete The Appraisal – Finalize and Reset
Marking an appraisal as
‘Complete’ creates a
historical record of the
final appraisal and resets
the process for the next
cycle.
Performance Pro’s
automatic workflow then
resets factor rates to
zero, moves future goals
to current, and cycles
appraisal dates to the
next appraisal period.
Completed appraisals
can now be accessed
from the Performance
History screen.
Documents requiring
e-signature appear on a
user’s home screen and
the employee
performance history
page. Simply click where
prompted to securely
sign an appraisal.

9. Ready-To-Use or Easily Customized
A performance
management system is
only useful if it is flexible
to your needs. While
Performance Pro comes
ready-to-use, it is also
easily tailored to fit your
unique requirements.
Our user-friendly
features permit a wide
range of customization
options as illustrated on
the chart.
As with completing
appraisals, we make
customizing your system
simple, intuitive and
hassle free!

10. Company Settings – Make it Your Own
The Company Settings
section provides access
to tabs allowing
customization for
Appraisal Settings,
Custom Terms, Custom
Fields, Summary Fields,
Home Screen display,
and Company
Organizational units.
From the Appraisal
Settings tab you can:
•Select number of
performance levels
•Set appraisal frequency
•Enable or disable
employee self appraisal
•Designate routing
•Activate e-signature
•Activate advanced
features such as multi-
appraiser
•Hide and Show selected
information such as
weights and scores

11. Employee Data – Import Data from Any HR System
Add your employees
quickly and simply
through our import
feature.
Quickly setup employee
to manager relationships
and assign positions to
employees.
Performance Pro’s import
accepts data from all
major payroll and HRIS
system.
With our outstanding
customer support
program (included in the
purchase cost), the initial
position and employee
setup is completed and
configured for you.

12. Performance Factors – Hundreds to Choose from
Performance Pro is
loaded with over 140
well defined
Performance Factors.
Examples include
communication,
attendance, time
management, quality,
and teamwork.
Not only is each factor
clearly defined but each
performance level also
has its own specific
description . By defining
factors in terms of
specific, concrete
behaviors and anchoring
them to a rating scale,
Performance Pro makes
evaluations simpler and
less subjective.
Implement them as is,
edit them to fit your
specific needs, or easily
add your own.

13. Positions – Little or No Customization Work Required
Select your company
positions. Choose from
our list of over 350, each
with pre-assigned
Performance Factors or
simply create your own.
You may assign any
factor to a position.
Appraisal consistency
and objectivity increase
as employees in the
same position are
evaluated on the same
factors and standards.
While little or no
customization work is
required, each position
can be easily altered to
reflect the requirements
of your culture.
Notice that each factor is
also weighted to reflect
importance.

14. Goal Library – Planned Professional Development
New to Performance Pro
is an integrated,
comprehensive goal
library that features
hundreds of topically
categorized and fully
defined performance and
professional
development goals.
Utilize Performance Pro’s
extensive goal library or
create your own.
The Goal Library can be
utilized for setting
current or future goals.
Individual, department
or organization wide
goals can be assigned,
linked and cascaded with
the click of a button.

15. Forms– Centralize HR Forms and Tools
Create and manage
electronic HR Forms
directly within
Performance Pro using
our unique Form Builder
feature.
Performance Pro includes
standard forms. Use
them as is or modify
them to meet your
needs.
Creating new, custom
forms is fast and
simple to complete.
Once entered, managers
across your organization
can access, complete
and store the forms in
one centralized location.
Each form can be
assigned properties for
routing, editing, and
electronic signature.

16. Reports – Manage Your Appraisal Data
Track your performance
management program
data using Performance
Pro’s numerous reports.
The Report Wizard allows
you to make your
reports as simple or
detailed as you need!
These tools help system
administrators and
appraisers efficiently
track the appraisal
process, review position
and factor configuration,
manage specific
employee information
and much, much more.

17. Summary – Complete Performance Management
Performance Pro is
flexible, intuitive and
simple. Implementation
is rapid and efficient with
our hands-on support
every step of the way.
At its foundation,
Performance Pro is a
secure and flexible
performance
management system
that’s easy-to-use,
readily available, with
industry-best customer
support.
Our comprehensive
content and effective
tools provide you the
structure for a world-
class performance
management system
that ultimately helps you
develop, motivate and
retain your valuable
employee resources.
Fully Configured to Work
The Way You Work

18. To request
a demo, free product trial,
additional information or
a pricing proposal contact:
Teri Morning, MS, MBA,
SPHR, SPHR-CA
(317) 566-1282
(317) 694-2426
www.teri-morning.com
teri@hindsightcloud.com
Talent management to achieve breakthrough employee performance