Peoplebox Help Center

Advice and answers from the Peoplebox Team

Search for the articles here or browse the categories below.

Featured Articles

Quarterly & Monthly Reviews Templates (QBRs, MBRs)

How to find your Slack Email address

Google Sheets Integration

How to search previous 1-on-1 meeting notes?

Create 1-on-1 Meeting Using Peoplebox Calendar Integration

How to Create Forms in a Review Cycle

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Getting Started (Admin)

How to Bulk Upload Employee Data

Configure Single Sign-On Settings in Peoplebox

How do I remove an employee after adding them?

How to Add Employees Manually In Peoplebox

Archive a Department

2 authors

• 26 articles

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Performance Reviews (Admins)

How to Create Forms in a Review Cycle

How Auto-calculated (formula based) scores work

How to run a Calibration Process

Setting up Bell-curve fitting in Calibration

Creating Weighted Score Questions

Alagu

3 authors

• 50 articles

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Goals / OKRs

Upload Bulk Goals Using CSV Import in Peoplebox

OKR Reading Material

Shared OKRs/Projects - Multiple Teams & Owners

What to do if my Google integrations stop working?

Looker Integration

2 authors

• 34 articles

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Surveys

Create and Customize Surveys in Peoplebox

How to Check Survey Participation in Peoplebox

How to add custom questions to engagement surveys?

Engagement Survey Analysis

Where to view & reply to open text messages?

2 authors

• 9 articles

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1-on-1s

Who can see my 1-on-1 meeting notes?

Create 1-on-1 Meeting Using Peoplebox Calendar Integration

What Microsoft Permissions are required?

Using Suggested Talking Points in 1-On-1 Meetings

How to search previous 1-on-1 meeting notes?

2 authors

• 12 articles

Productivity & Performance Check - In

Manager Guide: Completing 1-on-1 Performance Check-Ins

Manager Guide: Viewing Direct Reports’ Productivity in 1-on-1s

How to View Your Productivity Trend

Who can view the performance rating of my direct report(s)?

Who can check my productivity ratings?

2 authors

• 7 articles

Business Reviews

How to create Business Reviews?

Overview of Business Reviews

Various States of a Business Review

Quarterly & Monthly Reviews Templates (QBRs, MBRs)

Adding a new panel/Card to a Business Review

2 authors

• 9 articles

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Integrations

Integrating SAP Successfactors with Peoplebox

Salesforce Integration

Integrate MySQL For Automatic Goal Progress Updates

Alagu

2 authors

• 3 articles

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Performance Reviews (Employees and Managers)

Can't find your Direct Report's Goals? Troubleshooting guide

[Slack] Writing reviews as manager along with Goals

Selecting Objectives for Performance Reviews in Peoplebox

Approve Peers as Managers in Peoplebox

How to Define and Approve Goals as a Manager

2 authors

• 21 articles

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Growth Path

Individual Development Plan (IDP) – Help Guide

1 author

• 1 article

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Getting Started (Employees)

Managing Your Account Settings as a User in Peoplebox

1 author

• 1 article