Performance Onboarding Checklist

PiiQ is an easy-to-use system, designed for a quick setup and roll out, so you can get to what matters - reviews! That doesn't me we aren't there to help, though. We want to make sure you can implement a sustainable solution, and have created a checklist to make sure you're not missing anything. 

Just a tip - we recommend following the checklist in this order, you'll thank us later :) 


  1. Add System Admins 
    System Admins are going to the PiiQ pros for your organization, and the ones to manage review cycles throughout the years. Adding people in PiiQ is a quick process, but we recommend starting with Admin first so they can get familiar with the system and setups. We will get to adding the rest of your talented people soon!

  2. Brand your Portal
    Just because PiiQ is an out of the box solution does not mean you can't make it your own. Customize PiiQ by adding a brand so your people have a more personalized experience, and feel like this solution is truly for them.

  3. Review Email Notifications
    As much as we would all like to be on top of every task on our list, sometimes we need a reminder. Make sure to check your email notifications so your user can be reminded during the different review cycle stages. You can preview the email copies here.

  4. Choose your Role Format
    Roles in PiiQ define what review form an employee will receive. A Role is used as a way to group Goals & Competencies, and we have a few recommendations:
    1. Organization-wide
    2. Job title based
    3. Authority level based

  5. Choose a Goal Format
    After you decide on your Role format, you'll have a better idea of how to break out your goals. Goals in PiiQ are designed to be manager driven, so we recommend creating a Goal template - it also doesn't require much upkeep on the admin side!

  6. Pick your Competencies
    Competencies, unlike goals, are admin driven. Based on your Role choices from Step 4, you will group your competencies. All users within the same role will have the same competencies. We recommend between 3-5. 

  7. Set your Rating Sliders/Scores
    When you set up your ratings for reviews, keep in mind the three C's: Consistency, Clarity, and Continuity. 

  8. Assign Roles (starting with Admin)
    Now that you have your performance framework setup, you'll want to test it out. In order to participate in a PiiQ review, users must have a manager and must have an assigned role. Get those new roles added to your System Admin, and create a few demo users such as "Demo Manager" and "Demo Employee" - you can always delete them later. Then, let the testing begin!

  9. Create a Sample Review Cycle
    Since you only have admins setup in PiiQ at this time, you don't have to worry about your organization getting added to reviews during your testing period. So test as many times as needed, and make updates to the above steps if necessary. 

  10. Introduce Your Company to PiiQ
    You've put all this work in so far, it is time to roll out PiiQ to your teams. Introduce the system (don't worry, we have sample email copies), and get your organization ready for the impending Welcome Email. 

  11. Add People
    You are ready, your organization is ready, so let's get them added in. You can add users one-off as you did with system admin (for smaller organizations), or you have the option to import all users at once. 

  12. Launch Review
    You did it once with a sample review, so you already know what you're doing! Looks like you've graduated to the expert PiiQ user we knew you'd be :)
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