Universal Templates

Build a plan template for each position in your organization. Every employee who belongs to that position (i.e. Teller I) will automatically inherit those details when their plans are created. Additional customizations can be made to individuals.

Automated Approvals

You determine the number of supervisors with access to approve plans and the system builds the queue, handling calendar reminders, approval/rejection notifications, and note storage. HR can access anytime for a status on each individual.

Unique Content Libraries

As a company administrator, you can build libraries of corporate and department-specific objectives for your supervisors to use in both templates and employee plans.

Holistic Overviews

BalancedResults plan overviews beautifully present a lot of interesting information and provide a comprehensive understanding of the performance plan, including how much content it has, what the timeline and mile markers are, and which tasks need to be completed next. In this one place, you can:

• Access core competencies
• Set training objectives
• Allocate the weight of sections

The plan overview provides clarity to the entire process, all but eliminating the “my supervisor doesn’t know what to do next scenario.”

Plan Content

A plan’s content is an engaging component comprised of up to four weighted sections and their corresponding components, as well as user avatars and an attractive timeline (or thread) for recorded notes. These can be accessed throughout the year by the employee, supervisor, indirect supervisors, and admins, on which they can make either public comments or private notes, both of which can house attachments and be backdated.

Other Valuable Features

• Guide supervisors through the approval process, start to finish
• Add standalone attachments with memos
• Feedback session notes can be annotated and initialed
• Breakdown of the math behind the final score
• Supervisor and employee conclusions at the end of the year
• Electronic signatures

Content Libraries

The Core Competencies and Objectives sections (generally the highest weighted) come with a robust library of industry-specific, duplicable examples for benchmark positions, departments, and the organization as a whole.

Comment Suggestions

Whenever a supervisor or administrator wants to add a comment or note, they have the option to start off with positive or negative text suggestions on a variety of common subjects.

Conclusion Suggestions

At the end of the year, when supervisors write their conclusions, we provide a large library of both positive and negative text for them to copy and edit.

Performance Score Analysis

Analyze how each employee was scored and easily identify scoring trends across the organization or between departments, supervisors, and positions.

Supervisor Progress Report

At any given time, you can see how a particular supervisor is performing across the board. This report summarizes:

• Their last login
• If all of their employees have plans
• If all of their plan templates are complete
• If they have any pending approvals
• If any events are upcoming or overdue

Approval and Event Reports

Administrators have access to reports for all approvals, feedback sessions, and final review dates. This includes the ability to take action on these items en masse, including sending reminder emails, marking events incomplete, and moving approval queues forward or backward in the process.