Table of Contents
Have You Ever Wondered..?
Have You Ever Wondered..? 🤔
"Does my company value me?"
"Are my employees thriving, or just getting by?"
"Am I realising my full potential here?"
"Do my colleagues feel fulfilled at work?"
Whether you're a boss, report to one, or both, chances are you’ve asked yourself one or more of the questions above. The truth is, a company’s health is only as strong as its workforce, from the client-facing front lines to management.
Few things boost performance like a happy, engaged workplace. But calling your team a 'family' or throwing the occasional pizza party 🍕 won’t slice it. What truly makes a difference is genuine conversations, the kind that creates an open space to explore the real questions. Value. Growth. Fulfilment.
However... in a modern workplace filled with pings, emails, and meetings, the line between meaningful communication and micromanagement is blurry. So, how does the caring manager foster real collaboration and personal growth without falling into the trap of constant interruptions or excessive oversight?
Performance Management Done Smart 🧠
For many, the right answer is a smarter approach through a performance management system.
🏆 Introducing Indigo Performance
Built as a mindful companion for HR administrators and team leads alike, this Indigo Suite module takes the guesswork out of tracking and rewarding growth. Intuitive dashboards help everyone keep track, ensuring your people feel seen, supported, and motivated.
This module empowers you to:
Create reusable templates with purposeful, well-crafted questions.
Schedule reviews that are timely, consistent and easy to track.
Have meaningful, conversational appraisals of the review answers.
Analyse review data, be it case by case or across time.
Define and monitor objectives and key results with ease.
Request and provide lightweight feedback as soon as it's needed.
🤔 Just so you know
This module is set up and managed by your company's Indigo Admin. This user is then responsible to assign different users the desired permissions, each relating to the different features and functionalities of Performance Management.
Permissions related to Performance Management are listed and described in the final section of this article.
Main Sections
Performance Management has six sections: Personal, My Team, All Employees, Reviews, Analytics, and Templates. You can find these on the left-hand side of the page.
Personal
The Personal screen is accessible to all employees as soon as the Performance Management module is purchased by the company.
On this screen, you can view all your personal reviews, including pending, completed, and cancelled ones. To complete a pending review or view past review answers, simply click on the desired review from the list.
My Team
Only managers can access this section. Managers are users who have employees reporting to them, as set in the Organisation Chart.
Note: managers don’t automatically have the ability to make templates, do reviews, nudge employees, and use other features. They need to first be given the desired permissions by the company Indigo Admin, as explained in the final section.
My Team shows a grid listing all the employees in your team. The grid lists important information relevant to the employee's company and work details, Last Review date, Review Notes and Respondent Status.
Employees
Note: to access all features related to the Employees section, you must have the HR Administrator role.
If your permissions do not extend to all companies within your tenant, you will only be able to view employees from the companies for which you have viewing rights.
The Employees screen displays the same grid as in My Team and works exactly the same way, but instead shows all the employees from all companies across the tenant.
Reviews
The Reviews section gives users of Performance Management the ability to view, analyse and maintain all reviews accessible to them in one screen.
Templates
The Performance Review process begins with the drafting of templates to base the review on. This feature is available in the Templates screen, which allows users to create and manage goal-oriented surveys, made up of pre-written or customised questions.
There are three different ways you can add questions to a template:
using pre-written questions from the Question Bank;
starting from an existing template;
writing your own questions.
Managing permissions
After acquiring the Performance Management module, the company's Indigo Admin will automatically gain access to various permission sets in relation to Performance Management. These can be assigned to colleagues depending on their required level of access and specific usage needs within the module.
The table below contains a concise description of each permission set.
Permission | Access Given |
HR_PM_Employees | View all tenant employees in the Employees section |
HR_PM_Nudge | Nudge an employee to complete a review |
HR_PM_Review | Create, cancel a review |
HR_PM_CancelReview | Re-open a concluded review |
HR_PM_FinalizeReview | Finalize a review |
HR_PM_Analytics | View the Analytics section |
HR_PM_Analytics_Overview | View the Overview tab |
HR_PM_Analytics_9BoxPlot | View the 9 box grid |
HR_PM_Analytics_Histogram | View the histogram |
HR_PM_Templates | View, Create, Update, Disable, Archive a template |
HR_PM_CustomQuestions | Create, update a custom tenant question |
HR_PM_QuestionTags | Update question tags |
HR_PM_QuestionBan | View questions in the Question Bank |
Which employees get access to what parts of the module is at the discretion of the company.
For example, in one company, one or more team managers might be granted the permissions to make templates and start reviews. In the case of another company, the same permissions may be exclusively granted to the Indigo Admin.