Performance Tracker is a feature that allows the performance of employees to be logged and tracked throughout the year. Such tracking can prove very useful during formal performance appraisal reviews for both employees and reviewers.

A performance tracker is created by assigning a reviewer(s) to an employee. Only administrators can add/modify a Tracker. A reviewer can be any employee in the organization and does not have to be a supervisor/subordinate or any other specific role. Now, supervisors, regional admins, and heads of departments can also create performance trackers for employees. 

Step 1 – Select Performance > Tracker List from the main menu. Click on the "Add Performance Tracker" button.

Step 2 – Upon clicking, the following screen will display. Give a name to identify the tracker in the ‘Tracker Name’ field.

Step 3 – Type an employee name in the "Employee Name" field. From the drop-down that will appear, select the employee you are creating the tracker for.

Step 4 – Type an employee name in the "Assign Reviewers" field and select the reviewers from the drop-down that appears. You can add multiple employees as reviewers. 

Step 5 – Then click the Save button.

How to Display the Performance Tracker widget on the Employee Dashboard

After adding the performance trackers, you have the option to display the tracker widget on the employee dashboard.

Just toggle the button to add the widget to the dashboard. Admin users can also choose who can see this widget.

The performance tracker log widget is now visible in the dashboard. 

Moreover, in the "Employee My Info" section, you can see a more detailed version of the Performance Feedback widget.

Filter and Export Performance Tracker list

Once an employee's performance tracker is generated, all the trackers become visible within the Tracker List tab, and it is possible to sort this list using the columns according to our requirements.

To narrow down the list, click on the filter button located at the top right of the screen.

You can filter by one or more of the following criteria:

• Tracker Name
• Employee Name
• Added Date Range
• Modified Date Range
• Location
• Subunit
• Job Title
• Include

Complete the required fields to narrow down your search, then click on the Filter button to view the results.