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 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.

Step 1 – Select Performance > Employee Trackers > Manage Trackers from the Main menu. The Manage Tracker screen will appear.

Step 2 – Click the Add button.

Step 3 – Give a name to identify the tracker in the ‘Tracker Name’ field.

Step 4 – Select the employee you are creating the tracker for.

Step 5 – Select employee names from the available reviewers' list and click the Add button to assign them as reviewers. You can add multiple employees. 

Step 6 – Click Save.

After adding the Performance trackers to the employee trackers, you have the option to display the tracker widget on the Employee Management 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.

The performance tracker list can be conveniently filtered using the available options located at the top of the screen. You have the flexibility to apply filters based on Tracker name, Employee name, Added date, Modified date, Location, Subunit, and Job Title. Additionally, if you wish to export the Tracker list as a CSV file, you can do so by simply clicking the "Export to CSV" button.