How to create a portfolio?
Note: Portfolios can be created only by admin and manager roles.
To understand difference between the roles read this article.
Step 1
Proceed Portfolio page 🔽
You can either view existing portfolios or create a new one
Step 2
You can allow employees to view each other's score
You can add a reward for the portfolio you are creating
Step 3
View the portfolio that you just created
Now that you have created your first portfolio, you can monitor its progress throughout the period of its activity.
You can monitor:
Employee Scores
Overall Portfolio Score
Top Employee
Due Dates
Reward Status