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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