Learning & Performance

Manage training, development, goals, and performance reviews.

Overview

This module combines:

Learning Management

Learning Dashboard

View your learning at a glance:

• Enrolled courses
• Progress tracking
• Upcoming due dates
• Recent completions
• Certifications status

Courses

Browsing Courses

1. Browse available courses
2. Filter by:

• Category
• Duration
• Skill level
• Required vs. optional

Course Structure

Courses contain:

Enrolling in a Course

1. Open course details

1. Course appears in "My Learning"

Taking a Course

1. Open your enrolled course
2. Progress through lessons
3. Complete quizzes
4. Mark lessons complete

Tracking Progress

• Progress bar shows completion
• Checkmarks on completed lessons
• Resume where you left off
• Download completion certificate

Quizzes

Taking a Quiz

1. Open the quiz from course

1. Answer questions:

• Multiple choice
• True/false
• Short answer
• Essay (if applicable)

1. Submit answers
2. View results

Quiz Rules

• Time limits (if set)
• Number of attempts allowed
• Passing score required
• Immediate or delayed results

Reviewing Results

After completion:

• See your score
• Review correct answers
• Identify areas to improve
• Retake if allowed

Certifications

Earning Certifications

Certifications are awarded for:

• Completing required courses
• Passing certification exams
• External qualifications

Managing Certifications

1. View your certifications
2. Track expiry dates
3. Request renewals

Certification Tracking (Admin)

• Issue certifications
• Set expiry periods
• Track compliance
• Send renewal reminders

Course Administration

Creating a Course

1. Enter course details:

• Title and description
• Category
• Estimated duration
• Thumbnail image

1. Add modules and lessons
2. Configure settings
3. Publish when ready

Adding Lessons

1. Open course editor
2. Add a module
3. Within module, add lessons:

• Text/HTML content
• Video (embed or upload)
• Downloadable files
• External links

Creating Quizzes

1. Add quiz to module
2. Configure settings:

• Time limit
• Passing score
• Attempts allowed

1. Add questions
2. Set correct answers

Performance Management

Performance Dashboard

Overview of performance activities:

• Active goals
• Pending reviews
• Feedback requests
• Team performance (managers)

Goals

Setting Goals

1. Enter goal details:

• Title
• Description
• Category (Individual, Team, Company)
• Due date
• Key results / metrics

SMART Goals

Create effective goals:

Tracking Progress

1. Open your goal
2. Update progress percentage
3. Add milestone updates
4. Log achievements
5. Mark complete when done

Goal Alignment

Link goals to:

• Department objectives
• Company OKRs
• Manager's goals
• Team initiatives

Performance Reviews

Review Cycles

Admin sets up review periods:

• Annual reviews
• Mid-year check-ins
• Quarterly updates
• Probation reviews

Self-Assessment

1. You receive notification when review opens

1. Complete self-assessment:

• Rate yourself on competencies
• Provide examples
• Reflect on goals
• Note achievements

1. Submit before deadline

Manager Review

Managers complete evaluations:

1. Review employee self-assessment
2. Add manager ratings
3. Provide feedback
4. Discuss development areas
5. Set future objectives

Review Meeting

1. Schedule meeting with manager
2. Discuss ratings and feedback
3. Agree on development plan
4. Sign off on review

Acknowledging Reviews

After manager completes:

1. Review the feedback
2. Add your comments (optional)

1. Review is finalised

360 Feedback

What is 360 Feedback?

Gather feedback from multiple sources:

• Manager (upward)
• Direct reports (downward)
• Peers (lateral)
• Self-assessment

The manager and direct-report relationships used here come from your reporting lines in the People Management guide, so keep those up to date for accurate 360 reviews.

Requesting 360 Feedback

1. Start a new 360 review
2. Select feedback providers:

• Manager
• Peers
• Direct reports
• Others

1. Send requests

Providing 360 Feedback

When you receive a request:

1. Open the request
2. Rate competencies
3. Provide written feedback
4. Submit anonymously

Reviewing 360 Results

1. Open completed 360 review
2. View aggregated scores
3. Read anonymized feedback
4. Identify patterns
5. Create development plan

Development Plans

Creating a Development Plan

1. Based on review feedback
2. Identify development areas
3. Set specific actions:

• Training courses
• Mentoring
• Stretch assignments
• Certifications

1. Set target dates
2. Track progress

Tips

For Learning

• Set aside regular time for learning
• Take notes during courses
• Apply learning on the job
• Track certifications before expiry

For Performance

• Update goals regularly
• Collect examples of achievements
• Prepare thoroughly for reviews
• Act on feedback constructively
• Seek regular informal feedback