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2. Application Tour

User & Administration Guide — Version 1.0.0.26

Guide summary

One web part runs as a SharePoint page, a full-page app, a Microsoft Teams tab, and a Microsoft Teams personal app. The sidebar groups the performance cycle.

On this page

Where it runs

  • A modern SharePoint page that hosts the web part, or the same web part as a full-page app.
  • A Microsoft Teams personal app and a channel tab pointed at the same site.

On a SharePoint page the property pane shows only the app display name. In a Teams tab it also shows an optional site address. List titles, list IDs, and page size stay built-in defaults.

  • Cycle command center (HR / Admin) or My dashboard (employee) — home.
  • Goals — KPIs, KRAs, OKRs, and the alignment tree.
  • Reviews — the review queue.
  • Cycle board — participants by stage.
  • Calibration — rating sessions.
  • Feedback — 360 requests.
  • 1:1s — agendas and notes.
  • Recognition — praise tied to company values.
  • Development — IDPs and PIPs.
  • Reports — completion, distribution, and 9-box.
  • Cycles — cycle library, stages, forms, scales, competencies, and values (HR).
  • Settings — general, appearance, forms, templates, notifications, email, security, Teams, and subscription.

The desktop burger collapses the sidebar to an icon rail. In a Teams tab the sidebar starts closed and opens from the header burger. In a Teams pop-out window the sidebar stays open.

Who sees what

Navigation follows the permission matrix. HR / Admin sees the command center and Cycles. Managers see reviews, the board, and calibration. Employees see My dashboard, their goals, and their reviews. SharePoint list permissions remain the data security boundary. Reviews, PIP, and 360 items use item-level permissions.

Language and theme

English is the source. Spanish, French, and German ship in the same package. The product name stays English. Dates follow SharePoint regional settings. Light, dark, and system theme sit in the sidebar unless Settings → Appearance hides them.