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How to add external performance ratings
How to add external performance ratings

Add ratings from a performance management platform to calibrate and pay for performance

K
Written by Katelyn Lopez
Updated over 7 months ago

Performance ratings from an external source can be uploaded or pulled into your account via integration.

Add a new performance cycle

  1. Upload a new set of performance ratings via Employees > Upload, "Upload Employee Performance".

    1. Select "Create a new cycle" from the dropdown

    2. Give the cycle a name

    3. Upload a file with performance ratings, only employee email and performance rating is required.

Update or add ratings to an existing performance cycle

Upload instructions

If you have multiple performance ratings you'd like to add or update all at once, this is the best option.

  1. Update an existing set of performance ratings via Employees > Upload, "Upload Employee Performance".

    1. Select "Add data to an existing cycle" from the dropdown

    2. Select the existing cycle for which you'd like to add or update performance ratings.

    3. Upload a file with performance ratings, only employee email and performance rating is required.To update performance ratings, you can repeat above but add data to an existing cycle instead of create a new one OR

Manual instructions

If you have only a handful of performance ratings you'd like to add or update, this is the best option.

  1. Go to the employees page

  2. click on an employee name to open their drawer to the right

  3. Go to the performance tab to update

Integration Instructions

You will only need to add an integration once to access current and past performance ratings for all employees. We sync data daily at 12 AM UTC (8pm ET / 5 pm PT) so data from open cycles will flow through as it's available or updated.

15Five

  1. In your Comprehensive Account

    1. Go to Integrations in your company settings

    2. Select “Add Integration” under Performance Management

    3. Follow the steps to connect your account to Comprehensive

Culture Amp

  1. In your Culture Amp Account

    1. Find Comprehensive under your Settings > Data Integrations page

    2. Click Set Up Comprehensive Integration to begin

    3. Generate new credentials for Comprehensive

  2. In your Comprehensive Account

    1. Go to Integrations in your company settings

    2. Select “Add Integration” under Performance Management

    3. Select Culture Amp

    4. Enter the client ID and secret key from step 2

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