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1. Performance Check-In in 1-on-1 Meetings
For the performance check-in, open the 1-on-1 with your direct reports. Scroll down and click on the "Track Performance" option present above the Private Notes section
2. Rating Employee Performance in 1-on-1 Meetings
After clicking on the Track Performance option, a performance window will open where you can rate your direct report since the last 1-on-1. You will see different options such as Unsatisfactory, Needs Improvement, Met Expectations, and Exceeds Expectations. Each option is represented by a dot along a line, and a larger pointer or marker is used to select the rating. Drag the pointer to the appropriate dot that corresponds to your chosen legend, or directly select any dot based on the legend
3. Selecting Likes and Dislikes for Performance Skills
While rating your direct report performance, you will see different skills such as Quality of Work, Work Ethic, and Soft Skills. For each skill, you can select what you liked or disliked about their performance and add additional notes
4. Adding Additional Performance Notes
You can also add additional notes about their performance
5. Submitting Performance Feedback
After providing all the feedback, click on Submit to save your responses
6. Viewing Ratings and Performance Trends
After submitting feedback, you can view the ratings you have given to your direct report. You can also review your direct report performance trend to track improvements or any decline in performance over time. Using this trend, you can share more informed feedback during future 1-on-1 meetings
7. Viewing Employee Productivity Trends
If you want to see what your direct report has submitted in their productivity trend, click on the Productivity Trend option. This data is submitted by your direct reports, and you will only be able to view it once they have submitted their productivity updates. This helps you review productivity-related performance data during your 1-on-1 meetings
8. View Individual Performance Trend
Later, if you want to review your direct reports’ performance trends after submission, click the ‘Performance Trend’ option located above the Private Notes section
