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ELMO Performance - New UI Overview

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Written by Michael Ho

This comprehensive guide introduces HR managers and administrators to the modernised ELMO Performance Management interface, highlighting key changes and improvements in the updated user experience.

To access UI guidance videos and tutorials, please see our Performance Reimagined showcase.

What is the Performance New UI?

The Performance New UI is an modernisation of your ELMO Performance Management interface, making it more intuitive and efficient for both you and your users.

What This Means for You as an HR Manager

  • Fewer queries from employees - clearer workflows and guidance reduce user confusion

  • Better completion rates - streamlined interface encourages timely appraisal completion

  • Improved mobile access - managers can complete appraisals on-the-go more easily

What This Means for Your Employees & Managers

  • Clearer guidance - users know exactly what to do at each step

  • Faster completion - logical grouping of tasks reduces time spent navigating

  • Better experience - modern, organised interface reduces frustration

📝 All your existing appraisal templates, workflows, and data remain unchanged. This is purely an interface update with no disruption to your current performance cycles.

New UI Overview

What's Been Removed or Changed

What's Changing (Front-End Focus)

  • Complete visual redesign of appraisal interface

  • Information architecture reorganisation

  • User interface elements restyled and repositioned

  • Deprecated: Schedule Online Meeting (Connect) functionality

What's Staying the Same (Back-End Unchanged)

  • All administrative functionalities

  • Appraisal template creation and management

  • Workflow setup and reporting

  • Core appraisal processes and data capture

  • No data migration required

Removed Features

  • Phase background colour requirements (no longer needed with timeline display)

  • Library/private section item switching (editing library items now creates private copies)

  • Gantt chart appraisal workflow display (replaced with flexible timeline)

  • Predefined rating colour patterns

  • Complex phase-specific approval language

Navigation & Workflow Improvements

The new interface provides a more streamlined and intuitive experience with significant improvements to how users navigate through performance management tasks.

Enhanced Progress Management

  • Employee progress buttons now ensure all content is viewed before advancing to the next phase

  • Manager approval actions have been simplified from complex phase-specific language to clear "Approve" and "Resubmit" options

  • "Resubmit" replaces "Reject" to create a more positive, constructive tone

Old interface showing complex approval options

Before: Complex approval interface

New interface showing simplified approval options

After: Simplified approval process

Improved Phase Descriptions

Phase descriptions are now prominently displayed to provide clearer instructions and guidance for each stage of the performance process, helping users understand what's expected at each step.

Phase descriptions displayed prominently in new interface

Flexible Workflow Display

The workflow chart has been replaced with a more flexible timeline system offering two viewing options:

  • Focused view: Shows current and next phase only

  • Complete view: Displays the entire workflow process

Focused timeline view showing current and next phase

Focused View: Current and next phase

Complete timeline view showing entire workflow

Complete View: Entire workflow process

Progress Management Changes

Employee Experience Updates

  • Progress buttons have moved to the bottom of appraisals, ensuring employees review all content before proceeding

  • Phase-specific guidance now appears contextually to support task completion

Manager Experience Improvements

  • Simplified approval process with clear "Approve" and "Resubmit" options

  • Better context for decision-making with enhanced phase descriptions

  • Streamlined workflow reduces confusion around phase progression

Old manager approval interface

Before

New manager approval interface showing new simplified options

New Manager approval interface showing new simplified options

Administrative Function Updates

Administrative tasks have been reorganised for better accessibility and context.

Rollback Phase Management

  • Admin rollback functions are now grouped in an overflow menu for better organisation

  • Administrative tasks are contextually placed near the content they affect

Phase Date Management

  • Edit phase dates functionality moved to overflow menu for easier access

  • Modal-based editing provides better context for date modifications

  • Managers have clearer visibility into date change options

Old admin function for rollback

Before

New admin function for rollback

After

Content Organisation Updates

Content has been restructured to improve focus and reduce cognitive load.

Separate Tab Organisation

The following elements now appear in dedicated tabs to reduce page clutter:

  • Checkpoints: Managed according to their own start and end dates

  • Recommendations: Isolated to avoid interference with phase tasks

  • 360 Reviews & Questions: Dedicated space for comprehensive feedback

  • Potential Rating and Flight Risk: Separate assessment area

Section Management Improvements

  • Section weights now appear within sections with clearer explanations

  • Warning messages for invalid section weights appear both in sections and input fields

  • Better visual hierarchy for understanding section importance

Old content organization

Before

New content organization

After

Rating & Assessment Changes

Rating Interface Updates

  • Slider ratings have been converted to dropdown selections for improved accessibility

  • Predefined colour patterns removed to reduce visual clutter

  • Overall ratings now display prominently without requiring hover interactions

Assessment Flow Improvements

  • Development action types moved to edit modals for better workflow organisation

  • "Create as development objective" replaces "Is development required" for clearer intent

  • Mandatory labels for section items improve reporting accuracy

Old rating interface

Before

New rating interface

After

User Interface Enhancements

Visual Clarity Improvements

  • Inherited items from position, department, and location now display as clear text instead of icons

  • Section weight messaging integrated directly into sections with explanatory context

  • Removed user highlighting in appraisals whilst maintaining menu reference

Improved Data Entry

  • Labels are now mandatory when adding Goals, Development items, and Competencies

  • Enhanced reporting capabilities through complete data requirements

  • Streamlined library item editing process

Old UI features

Before

New UI features

After

Frequently Asked Questions (FAQs)

Will this update affect our existing performance data? +

No, all existing appraisals, ratings, and historical data remain completely intact. Only the interface and user experience have been updated.

Can we still customise our performance processes the same way? +

Yes, all customisation capabilities remain available. Some settings may be accessed through updated interface locations, but functionality is preserved.

What happened to the previous workflow view? +

The previous workflow chart has been replaced with a more flexible timeline system that offers both focused and complete workflow views, providing better usability across different devices and screen sizes.

What about 360 feedback and succession planning features? +

These features are temporarily unavailable in the initial release but are planned as fast-follow updates. All existing data remains secure and accessible.

What new features should we highlight to users? +

Key improvements include:

  • Clearer phase descriptions and guidance

  • Simplified approval language

  • Better content organisation through tabs

  • Improved mobile accessibility

  • Enhanced visual clarity for inherited items and section weights

What technical changes should administrators be aware of? +

Configuration Updates

  • Timeline configuration replaces previous workflow chart

  • New tab structure may require updated user training materials

  • Section weight calculations remain the same but display differently

Other Considerations

  • All existing appraisals continue to function normally

  • No data loss occurs during the interface update

  • Historical reporting remains accessible through updated interfaces

  • Schedule Online Meeting (Connect) functionality will be deprecated

What if users can't find familiar functions after the update? +

Common Solutions

1. Check overflow menus (three dots) for administrative functions

2. Look for content in new dedicated tabs

3. Review section-specific areas for previously global functions

If Approval Processes Seem Different

1. Confirm new "Approve/Resubmit" language with users

2. Update any automated workflows referencing old approval terms

3. Review manager training materials for language updates

If 360 Feedback Content is Missing

1. These features are temporarily unavailable in the initial release

2. All existing data remains secure and will be accessible once updates are complete

When will this new interface be available to our organisation? +

The rollout follows a phased approach with Admin Preview, Client Opt-In, and Full Migration phases. Your system administrator will control when your organisation transitions to the new interface. Contact your ELMO administrator for specific timing.

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