Team Performance Plans

Performance Plans allow you to track if individual team members achieve goals set for the year.

Example Performance Plan:


If the Performance Plan button is not showing:
To have access to this section the company must have enabled Performance Plans in the Company > Admin > Preferences > Enable Performance Plans

You access this section from the Company > Team List screen, clicking on the orange button for Performance Plans.


Initial Set up:
When you first access a performance plan the screen will appear like this:


Start building the plan by using the "click here" option.
This will add all Team Members to the Plan screen.
If they are the owner for an Objective (and the KPI Tracker is configured and published) this will also be added to them, with an equal weighting split.


Adjust the plan by removing any team members where performance plans are not being used and update the Objectives along with the Weighting value.  Remember to Save any changes.

More information about each button / section on this screen:

Back Arrow	At the top left of the screen, this takes you to the previous screen viewed.
Expand Screen	The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear.
Close Window	Use the X to close the page (the main screen will show blank).  Choose a sub-menu from the left hand side to load a page.
Save	Any pending changes to the Performance Plan will be saved.
Refresh	Looks for any updates to information displayed on the page.
Cancel	Cancel any unsaved changes made to the Performance Plan.
+ Add Team Member	This will show a pop up box where you can add additional team members. If a team member is already listed in the plan they will show with a strikethrough. Note: When you add Team Members manually, you will need to add any Objectives Manually.
+ Add Objective	This option will only appear when a Team Member has been selected in the Performance Plan. A pop up window will show all Objectives (ones already assigned to this team member will show with a strikethrough but the same objective can be used multiple times for different people).  Note: you can add Objectives to a Team Member even when they are not the Owner.
Delete	Select a Team Member or Objective in the Plan (the row will highlight yellow) and click to Delete the row.
Expand	Expand the Performance Plan to show all Objectives listed against Team Members.
Collapse	Collapse the Performance Plan to only show a list of Team Members.
Export Plan	Export a copy of the Performance Plan in CSV, Html, PDF or Excel format.
Financial Year	Change the drop down to view details for a specific year. The system will show the Current year as the default.