Overview 7

• Connecting to Primalogik
• Navigating Your Primalogik Trial
• Video Tutorials
• Shortcuts to Essential User Guides
• Initiating appraisals and surveys

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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)

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

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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

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

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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"

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)

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Rating scales 4

• Creating a rating scale
• Creating a new rating scale
• Using multiple rating scales
• Adding weights to rating scale questions

Overview 5

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

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

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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?

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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?

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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)

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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

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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)

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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?

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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?

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'?

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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)?

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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

Overview 3

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

Overview 4

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

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?

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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?

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Privacy 3

• Data security and privacy policy
• Privacy and GDPR
• Privacy Policy (in effect as of May 25 2018)

Release Notes 11

• Release Notes - 2023
• Release Notes - 2022
• Release Notes - 2021
• Release Notes - 2020
• Release Notes - 2019

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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)

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