As a manager, you can use the Goals and Objectives app in Access Evo, previously called Access Workspace, to create, view and request feedback on your team members' objectives. You can also manage your team's check-ins.
Use the drop-down menu at the top left to see your own information or select a direct report.
Create an objective
To create an objective:
In Access Evo, click +Add New, then select who the objective is for.
Complete the mandatory fields, then click Next step.
Type a key measure title and description.
Select the relevant key measure metrics, then click Finish.
Update a key measure
To update your progress on an objective:
Click View next to the relevant objective, then click the Measures tab.
Update the progress field, then click Save All.
Request feedback
To request feedback on a team member's progress with an objective:
Click View next to the relevant objective, then click Feedback.
Click Request Feedback, then select who to ask.
đNote: If you can't see the option to request feedback, your PeopleHR administrator has turned it off.
Complete an objective
To mark an objective as complete:
Click View next to the relevant objective, then click Complete objective.
Check-ins
Check-ins support regular one-to-ones between employees and managers. To manage check-ins:
Click the Check-Ins tab.
Start a check-in
Add notes before, during or after the check-in. You and the employee can both see them.
Skip a check-in
If you or an employee can't attend a check-in, you can skip it:
Click Start Check-in, then select the Skip Check-in check box.
Select the relevant reason, then click Submit.
Book a check-in
Employees and managers can schedule the date of their next check-in.
Check-in history
The check-in history gives you and the employee a record of previous check-ins. To add new comments or check previous ones:
Click View Notes.
Check-in statuses
To see a check-in's status, click the employee selector drop-down menu. The statuses are:
Check-in due: the employee hasn't booked or completed a check-in.
Check-in booked: the employee has booked a check-in.
Check-in completed: the employee has completed a check-in, or their manager has skipped it.