The Accountability Chart needs to be created to start a Quarterly Conversation. When a supervisor creates a new Quarterly Conversation the system will automatically populate the direct reports, their rocks, and the roles based on the information shown in the Accountability Chart.
To create a Quarterly Conversation you need to click People. Click Quarterly Conversation and Hit Create New.
In the Quarterly Conversation, you can evaluate yourself and your direct reports and vice versa.
The People Analyzer will be automatically populated for you based on the results from the Quarterly Conversation (GWC and Core Values).
The People Tools feature is free to use while it is still in Beta. There are currently no plans to charge for the People Tools. Please reach out to our Client Support Team for assistance with activating this feature on your account.
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