How to Customize Terms in Performance+?

We understand that every company has unique tagging of terms that differentiate them from other companies. Here at Sprout, you can do that with the Performance+ platform. It's fully customizable where you can edit terms according to your company's process. In this article, we will guide you on how to customize terms in Performance+.

Here are the steps to customize your company's terms in Performance+:

1. From the Menu Section on your left, look for "System Setup", then click on "Company Settings".

2. Click on the "Custom Terms" tab from the sub-menus above.

3. The "Custom Terms" settings are divided into 5 sections:

• Ready for Meeting
• Terminology
• Acknowledgment
• RFM E-mail Notification
• Performance Assessment Completion Message

A. Ready for Meeting - This term indicates that the evaluation is done and the appraisal is ready for the next process. The terms under this section are usually encountered during the appraisal process.

• • Page Title Terminology - This will replace the word "Ready for Meeting" that will appear under the "Ready" tab in "Finish Performance Assessment".
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  • Abbreviation - This is the shortened term of the "Page Title Terminology".
  • Summary Comments - This is the final comment box on the appraisal process.
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  • Evaluate & Evaluation - This describes the process in Performance Assessment where competencies/core values/goals are being rated.
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B. Terminology - These terms are used across the Performance Plus platform. If you have your own take on these terminologies you may customize them by clicking the box and entering the new term you desired.

C. Acknowledgment - this section deals with the message shown before the employee sign an appraisal or form. You may enter a full disclosure agreement of your company in this section. To edit just click on the box then start typing your desired message.

D. RFM E-mail Notification - this is the email received by the appraiser once the employee marks the appraisal ready. You may customize the Subject and Message below, just click on the box to edit the default message.

This is what the email looks like once received by an appraiser.

E. Performance Assessment Completion Message - this is the message that appears before completing the appraisal. You may edit this by clicking the box and typing in your desired message.

Here's how it looks under the "Complete" tab:

3. Once all desired changes are made, don't forget to click on the "Save" button.

I hope this information helps! For any more questions or concerns about this feature, feel free to shoot us a message at [e-mail]. We look forward to hearing from you.