Knowledge Base
balancedcomp.com
BalancedResults
BalancedComp
Employees
Positions
Reports
System Administration
Budget Builder
BalancedResults
Goal Libraries
Performance Reviews
Approvals
Feedback Sessions
Settings
Users
Troubleshooting
Reports
Templates
BalancedRewards
Settings
Goal Libraries
FAQ
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Knowledge Base
BalancedResults
BalancedComp
Employees
Positions
Reports
System Administration
Budget Builder
BalancedResults
Goal Libraries
Performance Reviews
Approvals
Feedback Sessions
Settings
Users
Troubleshooting
Reports
Templates
BalancedRewards
Settings
Goal Libraries
FAQ
BalancedResults
Guides to our performance review management system.
Goal Libraries
Editing the department objectives library
Editing the corporate objectives library
Who can edit library objectives
Performance Reviews
How to Download/Print All Performance Reviews
Employee Participation in the Review Process
What employees should do at the end of the year
Who can do what with performance reviews?
Creating a plan
A review from start to finish
What supervisors should do at the end of the year
How to Add, Edit, and Delete Attachments
Writing your employee assessment
Entering ratings
Editing a plan or template's section weights
Adding an external archived review
Writing your supervisor overview
Why can't the employee see the supervisor overview right now?
Editing a plan or template's content
Writing and editing comments
What email reminders does the system automatically send?
Electronically signing a review
Copying an existing plan
Deleting an existing plan
Reactivating a plan
Where are all my comments and notes?
How to create Plans and Feedback Sessions en masse
How to reset an Active Plan back to a Draft
How to Override Plans from Draft to Active en masse
How to Convert Notes into Comments
How to Customize Performance Review Section Titles
How to Edit Core Competencies en masse on Templates
How to Edit Core Competencies en masse on Employee Plans
How to Add Core Competencies en masse to Employee Plans
How to Add Core Competencies en masse to Templates
How to Delete Core Competencies en masse from Employee Plans
How to Delete Core Competencies en masse from Templates
How to Add Special Projects en masse to Employee Plans
How to Edit Special Projects en masse on Employee Plans
How to Edit Special Projects en masse on Templates
How to Add Special Projects en masse to Templates
How to Delete Training Modules en masse from Employee Plans
How to Delete Training Modules en masse from Templates
How to Edit Training Modules en masse on Employee Plans
How to Edit Training Modules en masse on Templates
How to Delete Special Projects en masse from Employee Plans
How to Delete Special Projects en masse from Templates
How to Add Training Modules en masse to Templates
How to Add Training Modules en masse to Employee Plans
How to Add Objectives en masse to Employee Plans
How to Add Objectives en masse to Templates
How to Edit Objectives en masse on Employee Plans
How to Edit Objectives en masse on Templates
How to Delete Objectives en masse from Employee Plans
How to Delete Objectives en masse from Templates
See more
Approvals
Making a draft plan active (manually or through initial approval)
Finalizing an active review (manually or through final approval)
Checking on approvals you've submitted
Editing a plan's approval queue
Viewing all approval queues & sending reminders
Approval Requirement Exceptions
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Feedback Sessions
Viewing all feedback sessions/final review dates & sending reminders
Editing feedback sessions
Checking your upcoming feedback sessions and final review dates
Initialing that feedback sessions have occurred
Settings
Customizing how many plans supervisors can see
Customizing your approval requirements and default approvers
Customizing your printed review's front page
Customizing conclusion instructions
Users
How to Activate a User
Adding, editing, and removing your profile picture
Resetting a forgotten password
Updating your password
What Happens When You Activate a User?
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Troubleshooting
New Client Resources
I get a 404 every time I try to log in
Reports
Accessing the Active Plan Status Report in BalancedResults
Templates
How To Add A New Template in BalancedResults
