Managers need to make regular assessments of individual employee performance and keep records to build an overall picture of staff contributions. The system makes it possible to review feedback from other supervisors, identify areas where support is needed and recognise employees who may be ready for new opportunities. It also provides visibility for senior management and creates an auditable record that supports compliance and the smooth running of the organisation. This guide explains how to track and record performance in the system.
Quick Guide
Tracking Employee Performance
Click on Employees in the column to the left.
Click on the name of the employee you wish to review.
In the top right corner, click on Note.
Add your review in the Note section.
Ensure the review relates to concrete actions and is recorded in real time. This creates an objective record of the employee’s performance.
Select the category that the note relates to, such as Initiative.
Rate the performance of the employee in this instance out of five stars.
To add the note to the employee’s permanent record, click on Save.
To view an employee’s notes history, click on read more under Notes in their profile.
This view displays all notes to date.
You can alternatively add a performance review by locating the employee from the Employees view.
To do this, scroll to the right.
Click on the notes icon.
The process is the same from here.