Migration Guide

Migrating from PerformYard to Confirm

PerformYard builds clean, configurable review forms. What it can't do: see how people actually work, alert managers proactively, or surface flight risk before it becomes a resignation. This is one of our fastest migration paths.

Timeline 3–4 weeks
Difficulty Easy
Data loss None
Downtime Zero

Why teams upgrade from PerformYard

📋

Rigid form templates

PerformYard's form-builder is clean but rigid. Customizing review templates beyond standard configurations often requires workarounds. Teams with unique review needs find themselves constrained.

🔭

No behavioral visibility

PerformYard captures what managers and employees type. It has no way to show how people actually collaborate, who influences decisions informally, or whether someone's engagement patterns are deteriorating.

📊

Analytics stop at the form

PerformYard's reporting covers review completion, ratings distribution, and goal tracking. The analysis ceiling is what people wrote. Confirm surfaces the behavioral layer below the form.

What transfers from PerformYard

Historical review cycles

All completed performance reviews, ratings, and written feedback export and import cleanly.

Goals and OKRs

Goal history and active objectives migrate with full continuity.

Employee profiles

All employee records and org data transfer and sync with your HRIS going forward.

Custom review forms

We recreate your existing review templates in Confirm — same questions, same structure, plus ONA context overlaid at calibration.

The PerformYard migration process

1
Week 1

Export & planning

We export reviews, goals, and employee data from PerformYard. PerformYard exports are clean. We audit your existing form templates and map them to Confirm's configuration. One call with your HR admin is usually enough.

2
Weeks 2–3

Confirm setup & import

Configure review cycles matching your PerformYard setup. Connect HRIS. Import historical data. Enable ONA. Validate with your team.

3
Week 4

Training & launch

Train HR admin and managers. Confirm's review workflow is familiar to PerformYard users. ONA and AI coaching are additive — managers learn them without losing familiar patterns. Full company launch.

PerformYard migration questions

How does Confirm's review workflow compare to PerformYard's?

Similar structure — configurable review forms, self-evaluations, manager reviews, 360 feedback. Confirm adds ONA data overlaid on calibration, proactive AI coaching in Slack/Teams, and continuous behavioral signals between cycles. Same skeleton, more intelligence.

We've heavily customized our PerformYard forms. Does that transfer?

We map your existing form structure to Confirm during setup. Custom questions, rating scales, and section layouts recreate cleanly. If anything is too specialized, we work with your team to find the right configuration in Confirm.

What does ONA add to our current performance process?

ONA reveals how people actually work — collaboration patterns, who's relied on for decisions, who connects teams. At calibration, managers see behavioral evidence alongside ratings. Between cycles, Confirm flags when someone's patterns suggest disengagement. You go from point-in-time reviews to continuous intelligence.

Can we run a pilot before full migration?

Yes. Start with one department or team in Confirm. Compare the quality of insights to what you were getting in PerformYard. Most pilot teams don't want to go back.

Ready to upgrade from PerformYard?

Book a 30-minute call. We'll show you exactly what ONA adds to your existing review process and walk through what migration looks like for your team.