Performance process overview
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New Hire Onboarding Journey
- Welcome to @companyname
- What to expect your first week
- Complete required training
- Bookmark these company resources
- We want your feedback! Take the pulse poll.
- Live our mission, vision & values
- Understand our company strategy
- Action required: Review and sign our company policies
- We want your feedback! Take the pulse poll.
- Navigating our company communication tools
- Learn our company lingo
- Bring your full self to work
- Take the 30-day onboarding survey
- Creating your goals
- Take the 90-day onboarding survey
- Hiring Manager Onboarding Journey
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Promotions Journey
- A heartfelt congratulations on your promotion
- Five things to do your first week
- Your first 1:1 meeting
- Your first team meeting
- Living our values
- People leader resources
- Leadership skills to get you started
- Recognizing your employees
- Understanding the performance process
- Developing your employees
- DEI and leading
- Recruiting and onboarding process
- Employee wellness
- Leading in your communication platform
- Employee Parental Leave
- Manager Parental Leave
- Other Leave
- Employee Bereavement Leave
- Manager of Employee on Bereavement Journey
- Manager Anniversary Reminder Journey
- Employee Anniversary Journey
- Manager Birthday Journey
- Employee Birthday Journey
- Employee Annual Performance Kickoff Employee Journey
- Manager Annual Performance Kickoff Journey
- Employee Performance Journey Quarterly Reminders
- Manager Performance Journey Quarterly Reminders
- Employee Mentorship Journey
- Manager Open Enrollment Journey
- Employee Open Enrollment Journey
- Employee Offboarding Journey
- Manager Offboarding Journey
- Interns Offboarding Journey
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Observances Journey
- New Year, New You
- Honoring Martin Luther King Jr. Day
- Happy Lunar New Year
- Honoring Black History Month
- Women’s History Month
- International Women’s Day
- Celebrating Ramadan
- Transgender Day of Visibility
- National Volunteer Month
- Celebrating Earth Day
- Mental Health Month
- Pride Month
- Juneteenth
- Disability Pride Month
- National Hispanic Heritage Month
- World Alzheimer’s Awareness Day
- Breast Cancer Awareness Month
- Indigenous Peoples’ Day
- World Mental Health Day
- Native American Heritage Month
- Day of the Dead
- Veterans Day
- Diwali
- International Volunteer Day
- Share your holiday moments
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Wellness Journey
- New Year, New You: Get Moving Fitness Challenge
- Celebrate World Sleep Day: Prioritize your rest
- April is Stress Awareness Month
- Grab those greens: It’s Nutrition Month
- Prioritize your heart health this month
- Financial Health Month: Prioritizing your wellbeing
- Stop the stigma: May is Mental Health Month
- World No Tobacco Day: Breathe Easier, Live Healthier!
- Today is World Yoga Day
- Wellness Month
- September is Suicide Prevention Month
- World Alzheimer’s Awareness Day
- October is Breast Cancer Awareness Month.
- World Mental Health Day
- Managing holiday stress
Message Template
Subject: Employee Performance Process Overview
Dear {@employeename},
To ensure the company is moving in one strategy direction together, it is important to understand and participate in the performance process. The expectations and dates are outlined below:
- Annual goals: Align your team and individual goals to the company goals shared at the town hall and in the last communication. Put your goals in [insert performance system/goal tracking instructions] by [enter date]. Be sure to establish clear and realistic performance expectations for your role. These expectations will align with our organizational goals and your professional growth. Also consider making SMART goals — Smart, Measurable, Achievable, Relevant, and Time-Bound.
- Regular check-ins: It is important to meet with your leader regularly to discuss progress on projects and goals. Quarterly, be sure to check in with your manager and provide updates on the goals and make adjustments as needed. Twice a year, you will complete the performance review. You can access the performance review in the [insert performance system/instructions] and you will also receive a reminder email with a link to the review and deadline. Remember, feedback is not just twice a year but a continuous process. Throughout the year, conduct regular one-on-ones to discuss your progress, challenges, and accomplishments. These meetings provide an opportunity for open communication and ensure that you receive timely feedback.
- Mid-year review: Approximately halfway through the performance cycle, we will conduct a formal mid-year review. This session allows us to assess your performance against established goals, identify any necessary adjustments, and address any concerns or questions you may have.
- Performance evaluation: At the end of the year/performance cycle, we will conduct a comprehensive performance evaluation. This evaluation will consider your achievements, contributions, and adherence to performance expectations. Feedback will be provided to recognize strengths and highlight areas for growth.
- Development opportunities: Based on your prior year’s performance evaluation, we collaboratively identify opportunities for your professional development with your leader. This may include training programs, mentorship, or specific skill-building activities to support your career goals.
Remember, this process is designed to be a constructive and collaborative journey. Your input and engagement are crucial to its success. If you have any questions or would like additional clarification, reach out to your leader.
Things to consider:
- Customize this email with your performance cycle process and deadlines.
- Include links to the performance process, resources, goal-setting examples, etc.
- Create multiple versions of this journey based on your audience — you may have hourly/part-time employees on a different type of performance process.
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