Manager Guide - itci.performnet.com

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Manager Guide

Transcript of Manager Guide - itci.performnet.com

Manager Guide

Program Overview

Peak Performance is the Intra-Cellular Rewards and Recognition platform. Through Peak Performance we will have a single, web-based tool to recognize and reward each other for outstanding work. There are 3 programs on the platform:

• Peak Values: All active Field Sales and Sales Managers can give and receive recognition in this program (no points associated with the recognitions)

• Peak Points: Sales Managers can recognize Field Sales and Sales Managers in this program (recognition with points)

• Service Anniversary: All active Field Sales and Sales Managers are eligible to be recognized in the Service Anniversary program (starting at 1 year of service and continuing annually until 5 years of service and then continuing every 5 years from then)

How this Guide Works

• Part One: How to give Peak Points

• Part Two: Reports for Managers

• Part Three: Helpful Tips

Why Recognition Matters

Appreciation of great work is very important to us as individuals, motivating us to continue to be the change

and lead with integrity, and inspiring us to be our best selves. Each recognition in Peak Performance is

aligned to our values and behaviors so it reflects our culture, reinforcing the everyday achievements that

contribute to our success.

Lead the way with Peak Performance

Peak Performance empowers managers to recognize eligible individuals and teams. As a manager, you’ll

also be notified whenever a member of your team receives recognition on the platform.

Participate in the Peak Performance program to set a good example and lead your team to a higher level of

performance. You can build a culture of recognition on your team by:

• Looking for opportunities to recognize your colleagues and team members

• Encouraging your team to recognize each other

• Congratulating members of your team when they receive recognition

• Observing your team’s recognition activity and reminding them to recognize each other

Make time at the end of each day or week to review your team’s contributions and consider who should be

recognized.

Part One:

How to Give Peak Points

Step One: Finding Someone to Recognize2 ways: Option 1, Start with the person

After you select the

“recognize” button, the card

will flip over to reveal the

categories that the recipient

is eligible to receive for and

those that the giver is

eligible to give for. For your

group, you will see two

options: Peak Values

(recognition without points)

and Peak Points

(recognition with points).

Start typing in the recipient’s

name. That will bring up the screen

where you will see the individuals

that match that criteria and are

eligible to be recognized.

Step One: Finding Someone to Recognize2 ways: Option 2, Start with the program

Click on “Peak Points” and

then you will be brought to a

new screen where you will

start typing in the recipient’s

name. That will bring up the

screen where you will see

the individuals that match

that criteria and are eligible

to be recognized.

Find the person you want to

recognize and click on the

check mark in the upper left

hand of the box. They will then

appear in the gray box. You

can add multiple people or

finish the selection process by

clicking “Done Adding.”

Step Two: Select Point Amount

Helpful Tips

• You have to give a point amount that is in the range shown (100 – 1000)

o ADs and the Sales VP have different ranges, but the range you have to spend will always show

at the top of the column.

• If you are awarding multiple people at the same time, you can give varying amounts of points (or all

the same), within the range listed.

• Any points awarded are not shown on the public recognition wall. The only people who know that

points were given are the giver, the receiver, and the receiver’s manager (if different than the giver).

Step Three: Select an eCard

Step Four: Tell Us Why Select a Behavior & Write Why you are Recognizing the Recipient

Step Five: Final Options

Helpful Tips

• A copy will always go to the recipient’s manager; that

option is pre-checked and cannot be changed by any

employee

• “Send copy to me” is optional

• “Deliver On” is if you want the recognition to be sent on a

date in the future (i.e.: if the recipient is currently not

working, you can enter a date for when they return)

• If you only want the recipient and the recipient’s manager

to receive the notice of recognition and do not want it on

the Public Recognition Wall, you can select “Make This

Recognition Private”

Step Six: Preview Screen, Send!

Once last chance for the

giver to see the complete

recognition, including

budget remaining, before

sending.

Part Two:

Reports for Managers

Reports for Managers: Overview Are you and your team members making the most of Peak Performance? As a manager, you have access to

a variety of reports so you can monitor recognition activities in real time and ensure you’re doing your part to

foster a culture of recognition at Intra-Cellular.

To access reports:

• From the Peak Performance Home page, click on “My

Reports”

• Then in the column titled “All Reports” select either

“Core” reports or “Recognition” reports

As you view reports, remember that you can apply filters to

narrow the information provided.

Available filters include:

• Timeframe: set date parameters for your data needs

• Participants: sub-select by region, role, active/inactive

status, etc.

Most Useful Reports for Initial EngagementThe following three reports will provide you with the most valuable data as you encourage Peak

Performance participation and engagement.

1. Login Activity – List of Participants

• Located under “Core” reports

• Provides summary and detail information of all Peak Performance

activity for all participants in your group

2. Recognition Given – List of Givers

• Located under “Recognition” reports

• Provides summary and detail information for all recognition given by

your group

• Reviewing this report helps you quickly to see who in your group is

actively using Peak Performance to recognize their colleagues

3. Recognition Received – List of Receivers

• Located under “Recognition” reports

• Provides summary and detail information for all recognition received by

your group

• Reviewing this report will show you who in your group is being

recognized/rewarded by their colleagues

Part Three:

Helpful Tips

Tip One: Search by Name, Location, Job Title, Department, Country, Group

Start by typing the name, location,

job title, department, country, or

group you want to recognize. The

search screen will appear and you

will see what options were found

based on what you entered.

In order to see more details, you

need to click on the category you

want and then click again on the

option that appears under the

category.

Tip Two: Set up a group for quick recognition of multiple individuals!

After you select “Create A

Group,” you will be brought

to a new screen that will

show you all existing groups

and give you the option to

“Create A Group.”

Click on “My Groups.” Any group

previously created will be here,

along with an option to “Create A

Group.”

Tip Two: Set up a group for quick recognition of multiple individuals!

Give your group a name and then start typing the first

individual’s name. This will open the search screen and

when you find the individual you are looking for, click on

the check mark in the upper left hand of the box. They

will then appear in the gray box at the bottom. When you

are done selecting individuals for the group, click “Done

Adding.”

Once you have confirmed

that your name and

members are correct, click

“Save changes.” Now this

group will be listed under

“My Groups” on the

homepage.

Tip Three: Add points to Peak Values recognitions right from the public recognition wall!

Click on “Add Points” when you

see a recognition that you want to

add points to.

A new line opens for you to enter the

number of points you want to reward

(a budget reminder also appears)

and a spot to leave a comment.

ONLY the comment will show on the

recognition, not that you added any

points.

Tip Three: Add points to Peak Values recognitions right from the public recognition wall!

After you are finished, click

“Submit” and you will now see your

comment added to the recognition.