Logo
  • English
    • English
    • French

How can we help you today?

Getting Started

Overview 7
  • Connecting to Primalogik
  • Navigating Your Primalogik Trial
  • Video Tutorials
  • Shortcuts to Essential User Guides
  • Initiating appraisals and surveys
See all 7 articles
Getting Started for Admins 3
  • Getting Started for Admins Guide
  • Cleaning up your trial account
  • Dashboard Overview (for Admins)
Getting Started for Managers 2
  • Getting Started for Managers Guide
  • Keeping notes and comments in the Employee Journal
Getting Started for Employees 2
  • Getting Started for Employees Guide
  • Dashboard overview (for employees)

Settings & Configuration

General Settings 8
  • Adding your Organization Name
  • Enabling or Disabling Modules
  • Show the administrator contact info for my organization
  • Modifying the reference time zone
  • Adding a reply-to email address
See all 8 articles
Customization 4
  • Can I customize the emails that go out through the system?
  • How do I change the logo of the application to display my company's logo?
  • Branding (logo and color)
  • Set up custom reminders / recurring assessments

Users & Teams

Adding or importing users 4
  • Importing users from Google Apps domain
  • Importing users from a spreadsheet
  • Creating a new user account
  • Sending account confirmation emails en masse
Deactivating or deleting users 3
  • How do I see deactivated user accounts?
  • How do I reactivate an account?
  • How do I deactivate/delete a user account?
User management and privileges 7
  • User privileges
  • User Management and Privileges - video
  • Upload documents to a user's profile
  • What is a Secondary Manager?
  • Updating user information from a Spreadsheet
See all 7 articles
FAQ 4
  • What do I do when my account is locked?
  • What happens if I receive a bounce notification?
  • Error message: The email address must be unique within the organization
  • Error message: "Error at line X: Manager could not be assigned"

Questionnaires

Overview 7
  • Creating a questionnaire
  • Adding instructions
  • Question types available
  • Incorporating a 9-box grid in your questionnaires
  • Specifying who can see each section (self or manager)
See all 7 articles
Rating scales 4
  • Creating a rating scale
  • Creating a new rating scale
  • Using multiple rating scales
  • Adding weights to rating scale questions

Review Cycles

Overview 5
  • Understanding review cycles
  • Creating a review cycle
  • Create a review cycle 'on-the-fly'
  • Organizing review cycles into folders
  • Archiving review cycles

Assessment Workflows

Overview 7
  • Defining workflows (for performance appraisals & 360 surveys)
  • Adding signatures to performance appraisals
  • Adding approval step before sharing appraisal with reviewee
  • Approving a review
  • Sending appraisals back to various stages of a workflow
See all 7 articles

360° Surveys

Launching a 360 survey 9
  • Who can launch a 360° feedback survey?
  • Launching a 360° feedback survey
  • Launching a 360° feedback survey (video)
  • Anonymity settings in 360 feedback surveys
  • How do respondent groups work?
See all 9 articles
Managing 360 surveys 8
  • Verifying anonymity settings used for a 360
  • Extending the deadline of a 360 survey
  • Modifying free text responses
  • Deleting a survey
  • What happens once the deadline has expired on a 360 survey?
See all 8 articles
Participating in a 360 survey 6
  • Completing a 360 feedback survey
  • Tips for providing 360 feedback
  • Decline a 360 survey
  • Suggesting (nominating) reviewers for your own 360 survey
  • Reviewing participant suggestions (nominations)
See all 6 articles
360 survey results 6
  • Understanding 360° feedback survey results
  • Sharing 360 survey results
  • How to view your results once they are shared with you
  • Analyzing survey results
  • Score History report
See all 6 articles

Performance Appraisals

Launching a performance appraisal 6
  • Understanding performance appraisals
  • Who can launch performance appraisals?
  • Default appraisal workflow in Primalogik
  • Launching a basic performance appraisal (for one employee)
  • Launching a basic performance appraisal (for multiple employees)
See all 6 articles
Managing performance appraisals 8
  • Changing the manager after an appraisal has been launched
  • What happens to a performance appraisal after the deadline is reached?
  • Extending appraisal deadlines
  • Send employee/manager responses back to draft
  • Who can share a performance appraisal?
See all 8 articles
Participating in a performance appraisal 5
  • Completing a performance appraisal
  • Reopening a self-evaluation already submitted by the employee
  • Reopening an appraisal already submitted by the manager
  • Signing a performance appraisal
  • Why is a particular user not showing up on my Appraisals page?

Goals & Objectives

Overview 8
  • How to create a new goal for yourself
  • How to update an existing goal
  • How to add/update a goal for a subordinate
  • Evaluate an employee's goal progress
  • What is 'Mark as verified'?
See all 8 articles

Instant Feedback

Overview 7
  • What is the Instant Feedback used for?
  • Creating a new Instant Feedback note
  • Visibility settings in Instant Feedback
  • Using tags in Instant Feedback
  • How do I see Instant Feedback written about me (or a specific person)?
See all 7 articles

Opinion Surveys

General 5
  • What is an Opinion Survey?
  • Understanding anonymity settings for Opinion Surveys
  • Show opinion survey results broken down by demographic
  • Syncing and updating respondent groups
  • Pick from list

Check-ins

Overview 3
  • Completing a check-in (for Employees)
  • Employee check-ins
  • How to conduct a check-in (for Managers)

Integrations

Overview 4
  • Azure AD Integration
  • BambooHR Integration
  • Google Apps Integration
  • Okta SSO Integration

Billing & Subscription

Overview 10
  • How do I subscribe to the service?
  • Can I pay annually instead of monthly?
  • Is there a setup fee?
  • How do I pay for the subscription?
  • When will I be charged?
See all 10 articles

FAQ

General 14
  • I lost my password - how do I reset it?
  • Exporting data from Primalogik
  • What browsers does Primalogik support?
  • How do I change my password?
  • When does Primalogik send reminder emails?
See all 14 articles
Privacy 3
  • Data security and privacy policy
  • Privacy and GDPR
  • Privacy Policy (in effect as of May 25 2018)

Recent Updates

Release Notes 11
  • Release Notes - 2023
  • Release Notes - 2022
  • Release Notes - 2021
  • Release Notes - 2020
  • Release Notes - 2019
See all 11 articles
Latest News 18
  • Adding signatures to appraisals & 360s
  • Attaching documents to journal notes or instant feedback comments
  • Complete layout overhaul and smarter navigation (V5)
  • Multiple email templates for 360s and opinion surveys
  • A new and simplified way of defining managers within Primalogik (Aug 2018)
See all 18 articles
Copyright © Primalogik Software Solutions Inc. All Rights Reserved.