Login to Bizimply

Navigate to the Employees section, and select the Employee profile for whom you wish to log Feedback

Click on the Performance tab

Click on Log Feedback at the top of the page

A side panel will open immediately. In here you should choose the Feedback type (these are set in the account Settings)

Choose if this Feedback should be Resolved or Unresolved

Write a description of the specific feedback - what happened to warrant the record, what actions have been taken and what follow up should happen

Attach a file if needed

Choose the Action Taken from the dropdown menu (these can be updated in the account Settings)

If needed, select a Priority for the Feedback

If needed, you can log for a Follow up. Click "Add another Follow-Up". This will open the option to enter an email address and note for another person who will need to follow up on this feedback. Once the record is saved, this person will receive an email about the Feedback and their need to follow up.

If you wish to make the Feedback visible to an employee, toggle the "Make Visible to Employee" option. A pop up will appear to confirm this is the correct choice.

Click Log Feedback.

Once logged, the Feedback will appear in the Employee Performance Timeline:

It will also be seen in the location Performance Management Overview in Scorecards and Performance Signals, and the specific Feedback section. If the Feedback is Unresolved, it will be highlighted:

An email will also be sent for any person assigned to Follow Up

as well as an email record sent to confirm the logging of the record for whoever logged the record, and the Line Manager for that employee.

Login to Bizimply

Click on the Performance icon at the top of the page

When in the Overview page, select the Feedback option at the top

Click the blue Quick Action button at the top right, and select "Log Feedback" from the dropdown that appears

A side panel will open immediately. At the top, select the employee who will be receiving the feedback from a dropdown list

Next choose the Feedback type (these are set in the account Settings)

Choose if this Feedback should be Resolved or Unresolved

Write a description of the specific feedback - what happened to warrant the record, what actions have been taken and what follow up should happen

Attach a file if needed

Choose the Action Taken from the dropdown menu (these can be updated in the account Settings)

If needed, select a Priority for the Feedback

If needed, you can log for a Follow up. Click "Add another Follow-Up". This will open the option to enter an email address and note for another person who will need to follow up on this feedback. Once the record is saved, this person will receive an email about the Feedback and their need to follow up.

If you wish to make the Feedback visible to an employee, toggle the "Make Visible to Employee" option. A pop up will appear to confirm this is the correct choice.

Click Log Feedback.

Once logged, the Feedback will appear in the Employee Performance Timeline, in the location Performance Management Overview in Scorecards and Performance Signals, and the specific Feedback section. If the Feedback is Unresolved, it will be highlighted.

Login to MyZimply - you will need to have access to the Manager Portal

Make sure you are in the Manager Portal rather than the Employee portal

Click on "More" at the bottom of the screen, and select "Performance Management" from the pop-up options.

You will be brought to the Performance Management Overview page

Click into the Feedback option at the top of the page

Use the blue "+" button at the bottom of the screen to open a new Feedback Form

At the top, select the employee who will be receiving the feedback from a dropdown list

Next choose the Feedback type (these are set in the account Settings)

Choose if this Feedback should be Resolved or Unresolved

Write a description of the specific feedback - what happened to warrant the record, what actions have been taken and what follow up should happen

Attach a file if needed

Choose the Action Taken from the dropdown menu (these can be updated in the account Settings)

If needed, select a Priority for the Feedback

If needed, you can log for a Follow up. Click "Add another Follow-Up". This will open the option to enter an email address and note for another person who will need to follow up on this feedback. Once the record is saved, this person will receive an email about the Feedback and their need to follow up.

If you wish to make the Feedback visible to an employee, toggle the "Make Visible to Employee" option. A pop up will appear to confirm this is the correct choice.

Click 'Save' in the top right corner of the screen. This will Log the Feedback for the employee.