Collaborating on a Performance Agreement

The supervisor's role in the Performance Cycle begins when a direct report submits a draft of their Performance Agreement. This article will discuss how to review the Agreement, collaborate with your direct report, and sign off on the Agreement. 

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Note: A complete overview of the Inspire Performance Cycle for Supervisors is available here.  Additional Administrator information is available in Configuring Your Performance Cycle and Setting up the Performance Agreement.

Review, Collaborate, and Sign Off on the Performance Agreement

When a direct report completes an initial draft of a new Performance Agreement, you, as their supervisor, will receive an in-app alert notifying you that it is time to sign-off on the agreement. Follow the steps below to review the draft agreement, meet with your direct report, and sign-off on the finalized document. 

Review

Before setting up a meeting with your direct report, take a moment to review the draft of the performance agreement, noting which objectives they have elected to include for the coming quarter.

1. To open the draft agreement, from the Homepage, select the Module moduleButton menu and select Performance.

2. On the Performance page, click the cycle selector drop-down to confirm you are viewing the current cycle. Then, click on the timeline of the direct report you would like to view. 

3.  Click on Performance Agreement to expand this stage of the Performance Cycle, and then select Collaborate on Agreement. 

2. On the Employee Performance page, begin by reviewing the Career Development tab. This tab provides an opportunity for your employee to highlight where they would like to grow.
3. Next, select the Objectives tab to review the objectives your direct report has chosen for this performance period. 

4. The Values tab is designed to encourage alignment with company values. Here, your employee can include ways they intend to demonstrate the specified values in the coming quarter. 


Note: The Inspire Performance Agreement is highly configurable and your company may have elected to enable/disable available options such as: Career Development, Objectives, or Values. 

Collaborate

Once you have reviewed the Performance Agreement draft, schedule an in-person or virtual meeting to discuss any possible changes with your direct report. Typically this meeting is used to review each objective, and discuss alignment to the team objectives or overall corporate strategy.  Key results may be discussed and added, and any concerns about feasibility can be addressed. 

As you work together, use the Objectives tab to finalize which objectives will included in the Performance Agreement. 

Note: Depending on your company preferences, Objectives may be disabled in the Performance Agreement.

1. To Remove an Objective from the Agreement, select Remove from Agreement.

2. To add a brand new individual Objective to the Agreement, select Add New Objective.

3. Click Save Progress after adding or removing objectives to retain the changes.

4. After reviewing the Performance Agreement with your direct report, click the Met With Employee button. This button will lock the Agreement from further changes, with the exclusion of objectives, which your direct report can continue to edit if necessary. 

5. Click Yes to complete the agreement and unlock the Sign-Off Agreement button. 

Sign-Off

The last step in the Performance Agreement process is signing off on the agreement. Both you and your direct report need to sign-off before the Agreement can be finalized and the next stage of the performance cycle, 1-1 Execution, can begin. 

Note: Depending on your company preferences, 1-1 Execution during the Performance Cycle may be disabled.

1. When you are ready, click Sign-Off Agreement and select Yes.

2. Once you have signed-off on the agreement, the status will update to "Pending Employee Sign-Off," and your direct report will receive a notification that they too need to sign-off. 

3. Once your direct report has completed this step, this stage of the Performance Cycle is completed and the next stage, 1-1 Execution can commence. 

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