Advice and answers from the Peoplebox Team

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

How to Create Forms in a Review Cycle

How to run a Calibration Process

Setting up Bell-curve fitting in Calibration

Creating Weighted Score Questions

Setting up 9-Box

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

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?

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?

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?

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

Integrating SAP Successfactors with Peoplebox

Salesforce Integration

Integrate MySQL For Automatic Goal Progress Updates

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

Individual Development Plan (IDP) – Help Guide

Create and Manage Individual Development Plans (IDP) Without Linking to a Review Cycles

Enable Nova AI Suggestions for IDPs: A Guide for Admins

Nova AI Suggested Development Area

Creating Individual Development Plans (IDP) and Linking It to a Review Cycle

Managing Your Account Settings as a User in Peoplebox

Team Performance Dashboard for Managers

Configure Feedback Notifications And Templates In Peoplebox