---
title: "Upward365 FAQ: Performance Review & Engagement Software"
description: "Answers for HR teams at companies with 50 to 2,000 employees: pricing, 360 reviews, engagement surveys, setup, support, and security in Upward365."
---
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- [Platform Overview](https://upward365.com/how-it-works)
- [How it Works](https://upward365.com/how-it-works)
- [Performance Management](https://upward365.com/performance-management)
- [Employee Engagement](https://upward365.com/employee-engagement)
- [Features & Benefits](https://upward365.com/features-and-benefits)
- [Compare Platforms](https://upward365.com/compare)
- [Why Upward365](https://upward365.com/about-us)
- [Our Philosophy](https://upward365.com/about-us/our-philosophy)
- [About](https://upward365.com/about-us)
- [Customer Stories](https://upward365.com/about-us#customer_stories)
- [Contact Us](https://upward365.com/contact-us)
- [Resources](https://upward365.com/blog)
- [Resource Library](https://upward365.com/resource-library)
- [Blog](https://upward365.com/blog)
- [FAQs](https://upward365.com/faqs)
- [Glossary](https://upward365.com/glossary)
- [Pricing](https://upward365.com/pricing)
[Book a Demo](https://upward365.com/demo)
[Buy Now](https://www.hubspot.com/)
[Book a Demo](https://upward365.com/demo)
- [Platform Overview](https://upward365.com/how-it-works)
- [How it Works](https://upward365.com/how-it-works)
- [Performance Management](https://upward365.com/performance-management)
- [Employee Engagement](https://upward365.com/employee-engagement)
- [Features & Benefits](https://upward365.com/features-and-benefits)
- [Compare Platforms](https://upward365.com/compare)
- [Why Upward365](https://upward365.com/about-us)
- [Our Philosophy](https://upward365.com/about-us/our-philosophy)
- [About](https://upward365.com/about-us)
- [Customer Stories](https://upward365.com/about-us#customer_stories)
- [Contact Us](https://upward365.com/contact-us)
- [Resources](https://upward365.com/blog)
- [Resource Library](https://upward365.com/resource-library)
- [Blog](https://upward365.com/blog)
- [FAQs](https://upward365.com/faqs)
- [Glossary](https://upward365.com/glossary)
- [Pricing](https://upward365.com/pricing)
[Book a Demo](https://upward365.com/demo)
# Frequently Asked Questions
Got questions? We have answers. And if you don't see what you're looking for, reach out. We are real people who respond.
Take a Self-Guided Tour
Upward365 is a performance management platform for managers. The home dashboard displays upcoming, due, and past due tasks with direct links to each. A To Do Queue surfaces work to the responsible person without requiring manual follow-up over email. Managers add time-stamped, private Notes as events happen throughout the year. Uplifts serve as recognition entries that can be public or private and are stored permanently on the employee profile. Flight Checks are mid-cycle check-ins that keep performance conversations active between formal review periods. Briefings are shared one-on-one agendas that both the manager and employee can add items to before a meeting. History Hub aggregates Notes, Uplifts, and check-in data alongside the annual review so managers have twelve months of context during the review process. The Dynamic Template Builder generates review templates by pulling competencies based on company, user group, and job title, reducing the need to maintain multiple templates. Pulse Surveys and eNPS track team engagement between review cycles. Reports filter across both performance and engagement data in a single view. Account support is provided by a named person who responds the same day. All features are included in one plan priced at $8 per user per month with a $4,000 annual minimum.
[Book a Demo](https://upward365.com/demo)
Show all +
## General
What is Upward365?
A performance management and employee engagement platform built for mid-market companies (50-2,000 employees). We connect performance data with engagement insights so you see the complete picture of your people, not just half the story.
[See how it works →](https://upward365.com/#howitworks)
Who built Upward365?
Chris and Dave Arringdale, with 20+ years of combined experience building performance management software. They have worked with 1,500+ companies, learned what works, and built Upward365 around one principle: your success matters most.
[Meet the team →](https://upward365.com/#whyus)
What does Upward365 cost?
$8 per user, per month. Annual commitment, with a $4,000 annual minimum. One platform, one price. Performance and engagement features are built into the same system, so there is nothing separate to purchase.
[View pricing details →](https://upward365.com/pricing)
## Getting Started
How long does implementation take?
Fast. No six-month timelines or consultant dependencies. We'll quickly learn how you work, then walk you through everything from adding your first users to launching your first review cycle.
Talk to us about your timeline →
What kind of support do you provide?
Real humans who answer your calls and emails - promptly. We won't tolerate anything less than outstanding service to each and every one of our customers.
[Contact our team →](https://upward365.com/contact-us)
## Performance management and year-round feedback
Does Upward365 bring employee goals and performance reviews into one place?
Yes, goal tracking and performance reviews are included in one platform. Goals can cascade from company to division, team, and individual levels, while review templates, 360 feedback, and History Hub give managers context for the review conversation.
Does Upward365 include performance review software with year-round feedback tracking?
Yes. Reviews and year-round feedback live in the same platform. Notes, Uplifts, Flight Checks, and Briefings capture context throughout the year, and History Hub brings that context into the review so managers are not rebuilding twelve months from memory.
How can performance management software make reviews less time-consuming?
A review is easier to prepare when managers do not have to reconstruct a year of work from memory. Upward365 brings notes, check-ins, recognition, and goal progress into the review workspace and lets HR configure review templates and cycles. Upward365’s unique dynamic template builder is a real time saver. However, the time saved will depend on your team's process; we can’t promise a universal percentage reduction.
Can a small HR team run performance reviews without a dedicated systems administrator?
Definitely. Upward365 is designed for companies with roughly 50 to 2,000 employees. HR can configure templates, review cycles, roles, permissions, groups, and profile fields in the platform. Guided implementation and training are included, so the team does not have to build its review process alone. Our Account Managers are skilled in configuring many different processes and are also knowledgeable enough in the performance management realm to make recommendations for building or enhancing your process.
Does Upward365 support 360-degree feedback and different types of review cycles?
Yes. Upward365 supports self, manager, peer, and upward input for 360 or multi-rater reviews. You can configure the entire process including template building, rating scales, section weighting, rater order, peer nominations, and anniversary or custom review windows.
Can employee goals cascade through the organization?
Yes. Upward365 supports goals from company level through divisions and teams to individuals, with automatic roll-up. That lets managers connect an individual's work to larger priorities in the same platform where they run reviews.
What can managers use between annual reviews?
Upward365 includes Briefings for shared one-on-one agendas, time-stamped coaching, performance, and meeting notes, Uplifts for recognition, goals, and check-ins. History Hub brings the resulting context into reviews. Teams can use these tools throughout the year rather than treating the annual form as their only record of progress. Upward365 helps you put reviews into the proper context without trying to rely on memory to prepare a review.
## Engagement and the connection to performance
Does your platform combine employee engagement surveys with performance reviews?
Upward365 combines performance reviews and engagement tools in one subscription. You can run pulse, onboarding, engagement, exit, and custom surveys alongside goals, 360 degree feedback, and reviews. Performance and engagement reporting can be viewed together rather than purchased as separate modules. eNPS (employee net promoter score) is also included as are Uplifts (recognition).
How can managers follow up after employee feedback?
Upward365 gives managers ongoing context through survey and team health insights, Briefings, notes, and the Dashboard To Do queue. A manager can use that context in a one-on-one, document a coaching conversation, and follow up over time. The software supports the process; it does not resolve employee concerns on its own.
Can a company track employee morale across teams?
Upward365 includes pulse surveys, eNPS, and team health monitoring, with engagement insights and reports that leaders can use to look for changes over time. Ask HR about the right reporting level and privacy rules before sharing results with individual managers. And note that some of our engagement tools provide complete anonymity while others allow for employees to identify themselves.
How does Upward365 connect performance and engagement data?
Upward365 puts performance activity and engagement signals in one platform and offers reporting across both. A manager can bring year-round notes and feedback into a review, while also looking at performance and engagement patterns together. Signals are a reason to ask better questions, not proof of why an employee feels a certain way.
What are Flight Checks?
Flight Checks are a brief (one question or a few) automated check-in tool that allows employees to provide feedback and to help assess employee concerns and satisfaction. They are part of Upward365's engagement and team health toolkit. They help managers surface potential morale or retention concerns alongside performance context, so they can start a timely conversation. They are not a prediction that someone will resign or an automated employment decision.
Can employees recognize each other's work in Upward365?
Yes. Uplifts support public or private recognition from peers or managers. Recognition stays connected to the employee's year-round context and is displayed on their dashboard rather than disappearing in a message thread.
## Reporting and the employee record
Does Upward365 bring employee performance and engagement data into one dashboard?
Yes. Upward365 offers performance and engagement reporting in one platform. Its manager and employee dashboards include a To Do queue for work that needs attention, while reporting can roll up performance data by team, manager, or company.
Can HR track completion of employee reviews?
Yes. Upward365's dashboard and review workflow give HR visibility into review progress and outstanding work. Managers can see upcoming, due, and past-due tasks in the Dashboard To Do queue. Ask for a demo of the exact completion report your team needs.
Can leaders compare performance across teams?
Upward365 lists performance reports rolled up by team, manager, or company, along with goal alignment and engagement trends. Leaders can use those views to spot questions worth investigating. Apply consistent review criteria and access permissions before comparing teams with different roles or review cycles.
Can Upward365 replace spreadsheets used for employee reviews and engagement reporting?
Definitely. In fact, because of Upward365’s ease of implementation, it’s an ideal platform for transitioning from a manual spreadsheet process to an automated one. For reviews, goals, notes, and engagement reporting, Upward365 gives teams a shared place to run the work and view the results rather than maintaining separate spreadsheets for each step. It has custom profile fields and granular roles.
Does Upward365 keep a year-round record for each employee?
History Hub surfaces notes, Uplifts, and Briefings (check-ins) as part of performance context. Custom profile fields and review history provide a more complete view of an employee's work over time.
## Fit, implementation, and price
Is Upward365 a fit for a company with about 100 employees?
Definitely. A 100-person organization is within Upward365's 50-to-2,000-employee target range. It is an excellent match if you want reviews, goals, manager check-ins, surveys, and engagement reporting in one platform. The right fit depends on your current HRIS, reporting needs, and rollout process.
Are performance and engagement separate paid modules?
No. Upward365 was designed as one platform at one price, with all published performance and engagement features included. Teams can choose which features to turn on without buying separate modules. Items marked on the roadmap are included when released at no additional charge.
What setup and support are included?
Upward365 includes guided implementation, training, a dedicated Account Manager, and support from real people with a same-day response commitment. You can configure templates, groups, fields, roles, and branding with that help. We don’t charge extra for implementation or training the trainer. And we don’t charge for ongoing support when you need help. We simply will not be out-serviced.
Does Upward365 use AI to write reviews or make people decisions?
Upward365 emphasizes manager-led reviews and year-round human context. Currently, the only use of AI on the platform is assisting with compiling data for the History Hub. Managers remain responsible for judgment and employee conversations. We believe strongly that AI should never replace the preparation of reviews or add commentary that should be delivered by the manager. Employees deserve hands-on manager led preparation and delivery of reviews and feedback. We will be adding some additional AI functionality, however, particularly for enhancing our reporting feature to provide more data cuts and views if needed. Also on the roadmap is an AI suggestion and review tool that will help managers in their review prep, but never write one.
## Flexibility
Can we customize review templates?
Absolutely. Build templates with the sections you need—competencies, goals, open responses—and set weightings that reflect your priorities. Our dynamic template builder allows for full customization of templates.
[See templates in action →](https://upward365.com/#howitworks)
Do we have to use every feature on day one?
No. Performance and engagement features can be toggled on or off inside the platform. Start with what matters most and expand when your team is ready. Every feature is included in the price regardless of what you choose to activate.
[View pricing options →](https://upward365.com/pricing)
## Why Upward365
How is Upward365 different from other platforms?
We connect reviews to year-round communications, notes, recognition, goals, and feedback, so managers write from facts, not memory. Dynamic templates reduce complexity. Real humans provide support. And we built this because we have spent 20+ years learning what works.
Schedule a demo to see the difference →
Why should companies invest in a performance management system?
Performance management systems give companies the structure to ensure every employee understands how their work drives business results. They create opportunities for regular, meaningful feedback rather than once-a-year reviews, and they open communication channels that keep teams aligned and engaged. The result? Stronger retention, clearer accountability, and measurable progress toward strategic goals.
[See how we make the difference →](https://upward365.com/features-and-benefits)
## Security & Permissions
Where is our data stored?
Secure cloud infrastructure with encryption at rest and in transit. SOC2 certified by an independent security firm, along with completed AWS audits. Your data is backed up regularly.
[Request security documentation →](https://upward365.com/contact-us)
How do permissions work?
Role-based permissions with unlimited custom roles. Control exactly who sees what - from full admin access to view-only for specific review sections. You set the rules.
[See it in action →](https://upward365.com/features-and-benefits)
Can we restrict what data managers see?
Yes. Configure permissions so managers see only their direct reports, specific review sections, or aggregated data. You control visibility at every level.
Schedule a demo →
## Still Have Questions?
We're here to help. Real humans, real answers, fast response times.
[Book a Demo](https://upward365.com/demo)
[](https://upward365.com/)
Phone: [+1 (888) 210-1218](tel:+18882101218)
[hello@upward365.com](mailto:hello@upward365.com)
[Platform Overview](https://upward365.com/how-it-works)
- [How It Works](https://upward365.com/how-it-works)
- [Performance Management](https://upward365.com/performance-management)
- [Employee Engagement](https://upward365.com/employee-engagement)
- [Features & Benefits](https://upward365.com/features-and-benefits)
- [Compare Platforms](https://upward365.com/compare)
- [Pricing](https://upward365.com/pricing)
[Why Upward365](https://upward365.com/about-us)
- [About](https://upward365.com/about-us)
- [Our Philosophy](https://upward365.com/about-us/our-philosophy)
- [Customer Stories](https://upward365.com/about-us#customer_stories)
- [Contact Us](https://upward365.com/contact-us)
[Resources](https://upward365.com/blog)
- [Resource Library](https://upward365.com/resource-library)
- [Blog](https://upward365.com/blog)
- [FAQs](https://upward365.com/faqs)
- [Glossary](https://upward365.com/glossary)
Copyright © 2026 Upward365, Inc.
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- [Terms of Use](https://upward365.com/terms-of-use)
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