What are performance activities?
  • 01 May 2024
  • 1 minute to read

What are performance activities?

Article summary

Totara Perform allows you to create flexible performance activities to suit your needs. These activities help you to carry out various performance tasks including appraisals, check-ins and other feedback. When creating performance activities you can configure the questions yourself, with many different question types available (from text answers to numeric and custom rating scales). You will also be able to set the frequency of the activity (for example you might set up weekly check-ins or yearly appraisals) and set up different triggers for activity creation (a fixed or relative date). 


You can establish different participant relationships within a performance activity. When creating a performance activity the person the activity is about is considered the 'subject'. There will then likely be other users on the site who are also participants and they will have different relationships to the subject, such as manager, peer, mentor or appraiser (among others). You can also set up an external participant relationship if you would like someone who does not have access to your site to participate in a performance activity, an example of this might be getting customers to participate in a 360 review. 


Once you have created performance activities and the subject and participant instances have been created, you can start to access participation reporting about progress in these instances. You will also be able to access question response reporting once participants start to submit responses to your performance activities. 


If you were using an older version of Totara (before Totara 13) then you can access legacy performance activities if required. It is highly recommended that where possible you use the new and improved performance activities instead.

Case study: Onboarding checklist

While performance activities are designed to facilitate appraisals, reviews and check-ins, you can also use them in other creative ways. For example, in the Totara Academy we have demonstrated how you can set up a performance activity to use as an onboarding checklist. This checklist uses a selection of single-select elements to allow managers or HR to keep track of new starters throughout the onboarding process.

Get involved in the conversation about Performance management in the Totara Community.

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.

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