[{"data":1,"prerenderedAt":1158},["ShallowReactive",2],{"nav-pages":3,"search-pages":222,"page-\u002Fguides\u002Fperformance-tracking":325},[4,8,13,18,24,30,36,41,45,50,55,60,64,68,73,78,83,87,91,96,100,104,109,113,117,121,125,129,133,137,141,145,149,153,157,161,165,168,172,176,181,185,189,193,197,201,205,209,212,215,219],{"path":5,"title":6,"navTitle":7,"order":7,"module":7},"\u002Fabout","About Content Version 3",null,{"path":9,"title":10,"navTitle":11,"order":12,"module":7},"\u002Fadmin\u002Forganization","Administration and Organization Settings","Administration",1,{"path":14,"title":15,"navTitle":16,"order":12,"module":17},"\u002Fguides\u002Fadd-employee","Add New Employee Records Efficiently","Add an employee","people",{"path":19,"title":20,"navTitle":21,"order":22,"module":23},"\u002Fguides\u002Fasset-management","Manage Assets Efficiently in Ninerole HRMS","Manage assets",3,"helpdesk",{"path":25,"title":26,"navTitle":27,"order":28,"module":29},"\u002Fguides\u002Fattendance-reports","Generate Attendance Reports","Attendance reports",8,"attendance",{"path":31,"title":32,"navTitle":33,"order":34,"module":35},"\u002Fguides\u002Fbusiness-units","Configure Business Units","Business units",2,"administration",{"path":37,"title":38,"navTitle":39,"order":22,"module":40},"\u002Fguides\u002Fclient-staffing","Configure Client Staffing and Billing","Client staffing","projects",{"path":42,"title":43,"navTitle":44,"order":12,"module":35},"\u002Fguides\u002Fcompany-details","Configure Company Details","Company details",{"path":46,"title":47,"navTitle":48,"order":12,"module":49},"\u002Fguides\u002Fcreate-course","Create and Manage Courses","Create a course","learning",{"path":51,"title":52,"navTitle":53,"order":12,"module":54},"\u002Fguides\u002Fcreate-job","Configure Job Listings","Create a job","hiring",{"path":56,"title":57,"navTitle":58,"order":59,"module":40},"\u002Fguides\u002Fcreate-project","Create and Configure Projects","Create a project",4,{"path":61,"title":62,"navTitle":63,"order":34,"module":23},"\u002Fguides\u002Fhelpdesk-ticket","Create a Ticket from Workplace Operations","New ticket (operations)",{"path":65,"title":66,"navTitle":67,"order":34,"module":49},"\u002Fguides\u002Flive-external-training","Schedule Live Sessions and Submit External Trainings","Live & external training",{"path":69,"title":70,"navTitle":71,"order":72,"module":29},"\u002Fguides\u002Flive-tracking","Employee Location Tracking and Live Tracking","Live tracking",7,{"path":74,"title":75,"navTitle":76,"order":77,"module":29},"\u002Fguides\u002Fmanage-leave","Manage Employee Leave","Manage leave",6,{"path":79,"title":80,"navTitle":81,"order":82,"module":29},"\u002Fguides\u002Fmonthly-attendance","My Attendance and My Team Attendance","My & team attendance",5,{"path":84,"title":85,"navTitle":86,"order":12,"module":40},"\u002Fguides\u002Fnew-client","Configure New Client Profiles","Add a client",{"path":88,"title":89,"navTitle":90,"order":34,"module":40},"\u002Fguides\u002Fopportunities","Create and Save New Opportunities","Opportunities",{"path":92,"title":93,"navTitle":94,"order":34,"module":95},"\u002Fguides\u002Fpayroll-components","Create and Manage Payroll Components and Templates","Components & templates","payroll",{"path":97,"title":98,"navTitle":99,"order":59,"module":95},"\u002Fguides\u002Fpayslip-templates","Customize Payslip Templates and Manage Payroll","Payslip templates",{"path":101,"title":102,"navTitle":103,"order":12,"module":95},"\u002Fguides\u002Fpayslips","Access and Review Payslips","My payslips",{"path":105,"title":106,"navTitle":107,"order":12,"module":108},"\u002Fguides\u002Fperformance-cycles","Configure Performance Cycles and Templates","Cycles & templates","performance",{"path":110,"title":111,"navTitle":112,"order":34,"module":108},"\u002Fguides\u002Fperformance-tracking","Track, Log and Manage Employee Performance Progress","Track & log progress",{"path":114,"title":115,"navTitle":116,"order":34,"module":17},"\u002Fguides\u002Fprofile-settings","Configure Personal Profile Settings","Profile settings",{"path":118,"title":119,"navTitle":120,"order":12,"module":29},"\u002Fguides\u002Fpunch-in-out","Complete Employee Punch In and Out Process","Punch in & out",{"path":122,"title":123,"navTitle":124,"order":59,"module":29},"\u002Fguides\u002Fregularization","Apply Attendance Regularization","Regularization",{"path":126,"title":127,"navTitle":128,"order":22,"module":29},"\u002Fguides\u002Frequest-leave","Submit a Leave Request","Request leave",{"path":130,"title":131,"navTitle":132,"order":22,"module":35},"\u002Fguides\u002Froles","Configure and Assign Roles","Roles & permissions",{"path":134,"title":135,"navTitle":136,"order":82,"module":95},"\u002Fguides\u002Frun-payroll","Run and Finalize Payroll Processes","Run payroll",{"path":138,"title":139,"navTitle":140,"order":22,"module":95},"\u002Fguides\u002Fsalary-details","Manage Employee Salary Details and Payroll","Salary details",{"path":142,"title":143,"navTitle":144,"order":12,"module":23},"\u002Fguides\u002Fsupport-tickets","Create and Submit Support Tickets","Support tickets",{"path":146,"title":147,"navTitle":148,"order":82,"module":40},"\u002Fguides\u002Ftimesheets","Manage Timesheets Efficiently","Timesheets",{"path":150,"title":151,"navTitle":152,"order":77,"module":95},"\u002Fguides\u002Ftravel-allowance","Manage Travel Allowance and Reimbursements","Travel allowance",{"path":154,"title":155,"navTitle":156,"order":59,"module":23},"\u002Fguides\u002Fupload-documents","Navigate and Upload Documents","Upload documents",{"path":158,"title":159,"navTitle":160,"order":34,"module":54},"\u002Fguides\u002Fvendors","Manage Vendor Records","Vendors",{"path":162,"title":163,"navTitle":164,"order":34,"module":29},"\u002Fguides\u002Fwork-from-home","Submit a Work From Home Request","Work from home",{"path":166,"title":167,"navTitle":7,"order":7,"module":7},"\u002F","Ninerole HRMS Overview",{"path":169,"title":170,"navTitle":171,"order":34,"module":7},"\u002Fmodules\u002Fattendance","Attendance: Comprehensive Tracking and Management","Attendance",{"path":173,"title":174,"navTitle":175,"order":22,"module":7},"\u002Fmodules\u002Fengage","Engage: Connected Employee Experience","Engage",{"path":177,"title":178,"navTitle":179,"order":180,"module":7},"\u002Fmodules\u002Fhelpdesk","Helpdesk: Efficient Employee Support","Helpdesk",9,{"path":182,"title":183,"navTitle":184,"order":82,"module":7},"\u002Fmodules\u002Fhiring","Hiring: Recruitment Workflows","Hiring",{"path":186,"title":187,"navTitle":188,"order":7,"module":7},"\u002Fmodules","Ninerole Modules","All modules",{"path":190,"title":191,"navTitle":192,"order":72,"module":7},"\u002Fmodules\u002Flearning","Learning: Skill Development and Training","Learning",{"path":194,"title":195,"navTitle":196,"order":59,"module":7},"\u002Fmodules\u002Fpayroll","Payroll: Accurate and Compliant Processing","Payroll",{"path":198,"title":199,"navTitle":200,"order":12,"module":7},"\u002Fmodules\u002Fpeople","People: Centralized Employee Management","People",{"path":202,"title":203,"navTitle":204,"order":77,"module":7},"\u002Fmodules\u002Fperformance","Performance: Aligning Goals and Growth","Performance",{"path":206,"title":207,"navTitle":208,"order":28,"module":7},"\u002Fmodules\u002Fprojects","Projects: Connecting People, Time, and Billing","Projects",{"path":210,"title":211,"navTitle":211,"order":22,"module":7},"\u002Freference\u002Fai-answer-policy","AI answer policy",{"path":213,"title":214,"navTitle":214,"order":34,"module":7},"\u002Freference\u002Fglossary","Glossary",{"path":216,"title":217,"navTitle":218,"order":59,"module":7},"\u002Freference\u002Fhow-modules-connect","How the modules connect","How modules connect",{"path":220,"title":221,"navTitle":221,"order":12,"module":7},"\u002Freference\u002Fterminology","Terminology",[223,225,227,229,231,233,235,237,239,241,243,245,247,249,251,253,255,257,259,261,263,265,267,269,271,273,275,277,279,281,283,285,287,289,291,293,295,297,299,301,303,305,307,309,311,313,315,317,319,321,323],{"path":5,"title":6,"navTitle":7,"description":224,"module":7},"Back home",{"path":9,"title":10,"navTitle":11,"description":226,"module":7},"Platform-level settings that sit across all nine workspaces — organization structure, role-based access, enterprise identity, audit trails, and data protection.",{"path":14,"title":15,"navTitle":16,"description":228,"module":17},"Create a new employee profile end to end — work details, personal details, qualifications, banking, and salary structure.",{"path":19,"title":20,"navTitle":21,"description":230,"module":23},"Log in, add a new asset to the inventory, assign it to an employee, and navigate the asset management system end to end.",{"path":25,"title":26,"navTitle":27,"description":232,"module":29},"Filter attendance data by date range and export the report as PDF, CSV, or Excel for analysis and sharing.",{"path":31,"title":32,"navTitle":33,"description":234,"module":35},"Create a business unit in the Administration area — name, code, group email, and description — then assign employees to it.",{"path":37,"title":38,"navTitle":39,"description":236,"module":40},"Deploy an employee to a client — set the billing basis, rate, currency, and dates — then send the proposal for the client's confirmation.",{"path":42,"title":43,"navTitle":44,"description":238,"module":35},"Register a company in the Administration panel — display and legal names, incorporation date, statutory identifiers (PAN, TAN, CIN, GSTIN, PF, ESI), and address.",{"path":46,"title":47,"navTitle":48,"description":240,"module":49},"Add a training course to the learning catalog — title, summary, category, format, difficulty, and duration — then export course data.",{"path":51,"title":52,"navTitle":53,"description":242,"module":54},"Set up a job opening end to end — role and compensation, visibility and referral bonus, description and skills, approvers, interview rounds, pipeline stages, and the hiring team.",{"path":56,"title":57,"navTitle":58,"description":244,"module":40},"Set up a new project end to end — name and code, client and manager, billing model, dates, budget, and value — then open its dashboard.",{"path":61,"title":62,"navTitle":63,"description":246,"module":23},"Raise a helpdesk ticket from the Workplace Operations work area — subject, category, priority, and description, then create the ticket.",{"path":65,"title":66,"navTitle":67,"description":248,"module":49},"Schedule a live training session, submit an external training record with a reimbursement request, and download your earned certificates.",{"path":69,"title":70,"navTitle":71,"description":250,"module":29},"Monitor real-time employee locations, inspect location history for a chosen date and time, and review out-of-bounds attendance records with notes.",{"path":74,"title":75,"navTitle":76,"description":252,"module":29},"Manager tools for leave — mark an employee absent or present, apply leave on their behalf, and approve or reject leave requests.",{"path":79,"title":80,"navTitle":81,"description":254,"module":29},"Navigate monthly attendance records, review check-in and check-out times, and open the same details for the people who report to you.",{"path":84,"title":85,"navTitle":86,"description":256,"module":40},"Set up a client profile end to end — company details, primary contact, status and currency, billing and shipping addresses — then save it for use in projects.",{"path":88,"title":89,"navTitle":90,"description":258,"module":40},"Record a business opportunity against a client — owner, location, amount, pricing model, estimated revenue, probability, close date, and source.",{"path":92,"title":93,"navTitle":94,"description":260,"module":95},"Set up the building blocks of payroll — earning and deduction components, calculation formulas, and reusable salary templates.",{"path":97,"title":98,"navTitle":99,"description":262,"module":95},"Configure what appears on the payslip layout — deductions, net pay in words, bank details, footers — then review, update and download generated payslips.",{"path":101,"title":102,"navTitle":103,"description":264,"module":95},"Open your own payslips from the Payroll section, filter by period, review the earnings and deductions breakdown, and download the PDF.",{"path":105,"title":106,"navTitle":107,"description":266,"module":108},"Create a performance review cycle, build an evaluation template from weighted KRAs and KPIs, and assign it to employees.",{"path":110,"title":111,"navTitle":112,"description":268,"module":108},"Log daily progress against your goals, record achievements and manager notes on the performance timeline, and work through self review, outcomes and your PIP.",{"path":114,"title":115,"navTitle":116,"description":270,"module":17},"Keep your own profile current — personal details, work and financial information, education, certifications, skills, interests, and documents.",{"path":118,"title":119,"navTitle":120,"description":272,"module":29},"Record your daily attendance end to end — capture a webcam photo, punch in, then punch out with your work report at the end of the day.",{"path":122,"title":123,"navTitle":124,"description":274,"module":29},"Correct a missed or wrong punch — pick the date, choose what needs fixing, set the corrected times, and submit the request for approval.",{"path":126,"title":127,"navTitle":128,"description":276,"module":29},"Apply for leave from your own dashboard — choose the leave type, set the dates, add a reason, and submit for approval.",{"path":130,"title":131,"navTitle":132,"description":278,"module":35},"Create a user role in the Administration panel and assign the permissions that control what its holders can view and manage.",{"path":134,"title":135,"navTitle":136,"description":280,"module":95},"Run the readiness check, create a pay run, validate and calculate it, adjust individual amounts, finalize the payroll, and download the bank salary file.",{"path":138,"title":139,"navTitle":140,"description":282,"module":95},"Open an employee's salary details, apply a salary template, review the resulting structure in Payroll, and record a salary history entry.",{"path":142,"title":143,"navTitle":144,"description":284,"module":23},"Raise a support request from the dashboard — enter a subject and description, set the priority, and submit the ticket for assistance.",{"path":146,"title":147,"navTitle":148,"description":286,"module":40},"Log project hours from your personal workspace — add a time entry against a project, record the date and description, then submit the week for approval.",{"path":150,"title":151,"navTitle":152,"description":288,"module":95},"Review employee travel allowance and trip details, filter reimbursement claims, configure rates, and submit payments for approval.",{"path":154,"title":155,"navTitle":156,"description":290,"module":23},"Add a document to the Workplace Operations document library — title, description, category, and visibility, then choose the file and upload.",{"path":158,"title":159,"navTitle":160,"description":292,"module":54},"Add a recruitment vendor — contact details, vendor type, payment terms, statutory numbers, contract dates, and portal access.",{"path":162,"title":163,"navTitle":164,"description":294,"module":29},"Raise a WFH request from your dashboard — apply the policy, pick your dates, set a half day if needed, and submit for approval.",{"path":166,"title":167,"navTitle":7,"description":296,"module":7},"The complete HR operating system for modern businesses — hire, manage, pay, track, develop, and engage your entire workforce from one connected platform.",{"path":169,"title":170,"navTitle":171,"description":298,"module":7},"Time, attendance, shifts, work from home, geofencing, regularization, and overtime in one place.",{"path":173,"title":174,"navTitle":175,"description":300,"module":7},"Announcements and feed, recognition and rewards, surveys and polls — building a connected employee culture.",{"path":177,"title":178,"navTitle":179,"description":302,"module":7},"Tickets for HR, IT, payroll, and admin queries with assignments, SLAs, a knowledge base, and CSAT reporting.",{"path":182,"title":183,"navTitle":184,"description":304,"module":7},"Recruitment from job creation to onboarding, across jobs, candidates, interviews, and offers.",{"path":186,"title":187,"navTitle":188,"description":306,"module":7},"One platform, nine connected workspaces — every module in the Ninerole HR operating system.",{"path":190,"title":191,"navTitle":192,"description":308,"module":7},"Courses and lessons, quizzes and assessments, training programs, certifications, and skill progress tracking.",{"path":194,"title":195,"navTitle":196,"description":310,"module":7},"Salary structures, payslips, TDS, PF, ESI, loans, and reimbursements — connected to attendance and leave.",{"path":198,"title":199,"navTitle":200,"description":312,"module":7},"A central hub for employee records, onboarding, documents, assets, and the full workforce lifecycle.",{"path":202,"title":203,"navTitle":204,"description":314,"module":7},"Goals and OKRs, self, manager and peer reviews, performance insights, and PIP tracking.",{"path":206,"title":207,"navTitle":208,"description":316,"module":7},"Clients and projects, resource allocation, timesheets with approvals, and billing and analytics.",{"path":210,"title":211,"navTitle":211,"description":318,"module":7},"What an AI assistant may and may not conclude from this help centre — particularly around statutory, tax and legal questions.",{"path":213,"title":214,"navTitle":214,"description":320,"module":7},"Plain definitions of the Ninerole terms that carry consequences — what each one does, and whether it can be undone.",{"path":216,"title":217,"navTitle":218,"description":322,"module":7},"The order things have to exist in — which module feeds which, and why a task is sometimes blocked until something else is set up.",{"path":220,"title":221,"navTitle":221,"description":324,"module":7},"The canonical word for each concept in Ninerole, and the on-screen labels that mean the same thing.",{"id":326,"title":111,"aboutTask":327,"body":351,"description":268,"extension":1151,"faq":7,"meta":1152,"module":108,"navTitle":112,"navigation":1153,"ogImage":366,"order":34,"path":110,"seo":1154,"stem":1155,"updated":1156,"__hash__":1157},"content\u002Fguides\u002Fperformance-tracking.md",{"purpose":328,"actor":329,"before":330,"need":332,"result":333,"unlocks":334,"answers":335,"troubleshooting":341,"related":348,"alsoCalled":350},"Log daily progress against goals, record achievements and manager notes, and work through self review, outcomes and your PIP.","Employee for your own progress; Manager for notes on your reports",[331],"A performance cycle and template are assigned to you.","The goal or target, your completion percentage, and what you did.","Progress, achievements and notes are recorded on the performance timeline.","A reviewable history for the cycle, feeding self review and outcomes.",[336,337,338,339,340],"How do I log progress against a goal?","How do I add an achievement?","How does a manager add a note?","Where is my self review?","What is My PIP?",[342,345],{"problem":343,"fix":344},"No goals appear.","A cycle and template have to be assigned to you first. Ask HR.",{"problem":346,"fix":347},"You cannot add a manager note.","Manager notes are for your direct reports only.",[349],{"text":107,"to":105},"goal tracking, continuous feedback, performance timeline.",{"type":352,"value":353,"toc":1096},"minimark",[354,358,362,368,379,390,393,398,401,408,412,417,424,430,434,440,446,450,456,462,466,473,479,483,487,493,499,503,514,520,524,530,536,540,547,553,557,564,570,574,586,592,596,603,609,613,619,625,629,633,643,649,653,660,666,670,676,682,686,692,698,702,709,715,719,728,734,738,745,749,756,762,766,772,778,782,789,795,799,805,811,815,820,826,830,838,844,848,853,859,863,869,873,876,882,886,892,898,902,908,913,917,922,928,932,938,944,948,953,959,963,968,974,978,982,988,994,998,1001,1007,1011,1017,1023,1027,1030,1036,1040,1043,1049,1053,1059,1065,1069,1075,1081,1084,1087],[355,356,111],"h1",{"id":357},"track-log-and-manage-employee-performance-progress",[359,360,361],"p",{},"This tutorial shows how to track, log and manage employee performance progress in Ninerole HRMS. You will learn to navigate the key sections and update goal statuses to keep performance records accurate.",[363,364],"youtube-embed",{"id":365,"poster":366,"title":367},"jaFSDUmnCZI","\u002Fimages\u002Fthumbnails\u002Fperformance-tracking.jpg","NineRole HRMS | Track, Log & Manage Employee Performance Progress",[359,369,370,371,378],{},"Before you start, go to ",[372,373,377],"a",{"href":374,"rel":375},"https:\u002F\u002Fninerole.com",[376],"nofollow","ninerole.com"," and sign in.",[380,381,382],"blockquote",{},[359,383,384,385,389],{},"Performance lives in the ",[386,387,388],"strong",{},"My Work"," area and has six tabs: My Progress, My Goals, Continuous Tracking, Self Review, Outcomes and My PIP. This guide walks through all of them.",[391,392],"about-task",{},[394,395,397],"h2",{"id":396},"_1-introduction","1. Introduction",[359,399,400],{},"You will learn to navigate the key sections and update goal statuses to maintain accurate performance records.",[359,402,403],{},[404,405],"img",{"alt":406,"src":407},"Introduction","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F01.png",[394,409,411],{"id":410},"open-your-performance-workspace","Open your performance workspace",[413,414,416],"h3",{"id":415},"_2-access-the-dashboard-overview","2. Access the dashboard overview",[359,418,419,420,423],{},"Open the ",[386,421,422],{},"Dashboard"," for an overview of your employee journey and key metrics.",[359,425,426],{},[404,427],{"alt":428,"src":429},"Access the dashboard overview","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F02.png",[413,431,433],{"id":432},"_3-switch-to-the-my-work-area","3. Switch to the My Work area",[359,435,436,437,439],{},"Use the workspace switcher at the bottom of the sidebar and select ",[386,438,388],{},".",[359,441,442],{},[404,443],{"alt":444,"src":445},"Switch to the My Work area","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F03.png",[413,447,449],{"id":448},"_4-open-the-performance-section","4. Open the Performance section",[359,451,452,453,455],{},"Open ",[386,454,204],{}," to review progress and performance data.",[359,457,458],{},[404,459],{"alt":460,"src":461},"Open the Performance section","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F04.png",[413,463,465],{"id":464},"_5-select-a-specific-date","5. Select a specific date",[359,467,468,469,472],{},"On ",[386,470,471],{},"My Progress",", choose a date to see the daily progress detail for that day.",[359,474,475],{},[404,476],{"alt":477,"src":478},"Select a specific date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F05.png",[394,480,482],{"id":481},"log-daily-progress-against-a-goal","Log daily progress against a goal",[413,484,486],{"id":485},"_6-open-my-goals","6. Open My Goals",[359,488,419,489,492],{},[386,490,491],{},"My Goals"," tab to monitor and manage your individual objectives.",[359,494,495],{},[404,496],{"alt":497,"src":498},"Open My Goals","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F06.png",[413,500,502],{"id":501},"_7-start-logging-progress","7. Start logging progress",[359,504,505,506,509,510,513],{},"Click ",[386,507,508],{},"Log progress"," on a goal to open the ",[386,511,512],{},"Log daily progress"," dialog and update its status.",[359,515,516],{},[404,517],{"alt":518,"src":519},"Start logging progress","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F07.png",[413,521,523],{"id":522},"_8-choose-the-target","8. Choose the target",[359,525,419,526,529],{},[386,527,528],{},"Target"," dropdown and pick what this update applies to — the overall goal, or one of its individual key results.",[359,531,532],{},[404,533],{"alt":534,"src":535},"Choose the target","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F08.png",[413,537,539],{"id":538},"_9-set-the-progress-date","9. Set the progress date",[359,541,542,543,546],{},"Set the ",[386,544,545],{},"Date"," so the update reflects your actual work timeline.",[359,548,549],{},[404,550],{"alt":551,"src":552},"Set the progress date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F09.png",[413,554,556],{"id":555},"_10-enter-the-completion-percentage","10. Enter the completion percentage",[359,558,559,560,563],{},"Enter the ",[386,561,562],{},"Overall completion (%)"," to show how much of the goal is finished.",[359,565,566],{},[404,567],{"alt":568,"src":569},"Enter the completion percentage","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F10.png",[413,571,573],{"id":572},"_11-update-the-status","11. Update the status",[359,575,576,577,580,581,585],{},"Optionally set ",[386,578,579],{},"Status"," — leave it on ",[582,583,584],"em",{},"No change"," if the goal's status is unchanged.",[359,587,588],{},[404,589],{"alt":590,"src":591},"Update the status","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F11.png",[413,593,595],{"id":594},"_12-describe-what-you-did","12. Describe what you did",[359,597,598,599,602],{},"Under ",[386,600,601],{},"What did you do?",", describe the actions you took to advance the goal in this period.",[359,604,605],{},[404,606],{"alt":607,"src":608},"Describe what you did","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F12.png",[413,610,612],{"id":611},"_13-save-the-progress-update","13. Save the progress update",[359,614,505,615,618],{},[386,616,617],{},"Save progress"," so the entry is recorded. Your reporting manager sees every update.",[359,620,621],{},[404,622],{"alt":623,"src":624},"Save the progress update","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F13.png",[394,626,628],{"id":627},"filter-the-performance-timeline","Filter the performance timeline",[413,630,632],{"id":631},"_14-open-continuous-tracking","14. Open Continuous Tracking",[359,634,419,635,638,639,642],{},[386,636,637],{},"Continuous Tracking"," tab. The ",[386,640,641],{},"Performance Timeline"," collects achievements, notes and ratings in one place.",[359,644,645],{},[404,646],{"alt":647,"src":648},"Open Continuous Tracking","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F14.png",[413,650,652],{"id":651},"_15-filter-by-employee","15. Filter by employee",[359,654,655,656,659],{},"Use the ",[386,657,658],{},"Employee"," filter to find a specific person's entries on the timeline.",[359,661,662],{},[404,663],{"alt":664,"src":665},"Filter by employee","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F15.png",[413,667,669],{"id":668},"_16-filter-by-cycle","16. Filter by cycle",[359,671,655,672,675],{},[386,673,674],{},"Cycle"," filter to focus on a particular review period.",[359,677,678],{},[404,679],{"alt":680,"src":681},"Filter by cycle","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F16.png",[413,683,685],{"id":684},"_17-filter-by-category","17. Filter by category",[359,687,655,688,691],{},[386,689,690],{},"Category"," filter to narrow the timeline to one type of entry.",[359,693,694],{},[404,695],{"alt":696,"src":697},"Filter by category","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F17.png",[413,699,701],{"id":700},"_18-set-the-from-date","18. Set the from date",[359,703,704,705,708],{},"Set ",[386,706,707],{},"From Date"," to open the date range for the timeline.",[359,710,711],{},[404,712],{"alt":713,"src":714},"Set the from date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F18.png",[413,716,718],{"id":717},"_19-set-the-to-date","19. Set the to date",[359,720,704,721,724,725,439],{},[386,722,723],{},"To Date"," to close the range, then click ",[386,726,727],{},"Apply Filters",[359,729,730],{},[404,731],{"alt":732,"src":733},"Set the to date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F19.png",[394,735,737],{"id":736},"add-an-achievement","Add an achievement",[359,739,740,741,744],{},"The ",[386,742,743],{},"Add Achievement"," panel on the right logs your day-to-day wins and accomplishments.",[413,746,748],{"id":747},"_20-enter-the-achievement-title","20. Enter the achievement title",[359,750,751,752,755],{},"Enter a ",[386,753,754],{},"Title"," for the achievement, for example \"Delivered project ahead of schedule\".",[359,757,758],{},[404,759],{"alt":760,"src":761},"Enter the achievement title","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F20.png",[413,763,765],{"id":764},"_21-describe-the-achievement","21. Describe the achievement",[359,767,751,768,771],{},[386,769,770],{},"Description"," of what you accomplished to highlight your contribution.",[359,773,774],{},[404,775],{"alt":776,"src":777},"Describe the achievement","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F21.png",[413,779,781],{"id":780},"_22-record-the-impact","22. Record the impact",[359,783,784,785,788],{},"In ",[386,786,787],{},"Impact (Optional)",", record the effect it had — for example \"Saved 20 hours of manual work\".",[359,790,791],{},[404,792],{"alt":793,"src":794},"Record the impact","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F22.png",[413,796,798],{"id":797},"_23-choose-the-category","23. Choose the category",[359,800,801,802,804],{},"Pick a ",[386,803,690],{}," for the achievement, such as delivery or quality.",[359,806,807],{},[404,808],{"alt":809,"src":810},"Choose the category","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F23.png",[413,812,814],{"id":813},"_24-choose-the-date","24. Choose the date",[359,816,542,817,819],{},[386,818,545],{}," the achievement belongs to.",[359,821,822],{},[404,823],{"alt":824,"src":825},"Choose the date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F24.png",[413,827,829],{"id":828},"_25-choose-the-cycle","25. Choose the cycle",[359,831,655,832,834,835,439],{},[386,833,674],{}," search to attach the entry to a review period, or leave it as ",[582,836,837],{},"No cycle",[359,839,840],{},[404,841],{"alt":842,"src":843},"Choose the cycle","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F25.png",[413,845,847],{"id":846},"_26-add-the-achievement","26. Add the achievement",[359,849,505,850,852],{},[386,851,743],{}," to record the milestone on the timeline.",[359,854,855],{},[404,856],{"alt":857,"src":858},"Add the achievement","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F26.png",[394,860,862],{"id":861},"add-a-manager-note","Add a manager note",[359,864,740,865,868],{},[386,866,867],{},"Add Manager Note"," panel is how managers share feedback with their direct reports.",[413,870,872],{"id":871},"_27-select-the-employee","27. Select the employee",[359,874,875],{},"Choose the employee the note is about.",[359,877,878],{},[404,879],{"alt":880,"src":881},"Select the employee","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F27.png",[413,883,885],{"id":884},"_28-select-the-sentiment","28. Select the sentiment",[359,887,704,888,891],{},[386,889,890],{},"Sentiment"," — positive, neutral or negative.",[359,893,894],{},[404,895],{"alt":896,"src":897},"Select the sentiment","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F28.png",[413,899,901],{"id":900},"_29-choose-the-category","29. Choose the category",[359,903,904,905,907],{},"Pick the ",[386,906,690],{}," the note belongs to.",[359,909,910],{},[404,911],{"alt":809,"src":912},"\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F29.png",[413,914,916],{"id":915},"_30-enter-the-note-title","30. Enter the note title",[359,918,751,919,921],{},[386,920,754],{},", for example \"Excellent teamwork on Q4 project\".",[359,923,924],{},[404,925],{"alt":926,"src":927},"Enter the note title","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F30.png",[413,929,931],{"id":930},"_31-provide-detailed-feedback","31. Provide detailed feedback",[359,933,934,935,937],{},"Write the ",[386,936,770],{}," with clear, specific feedback on the performance outcome.",[359,939,940],{},[404,941],{"alt":942,"src":943},"Provide detailed feedback","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F31.png",[413,945,947],{"id":946},"_32-choose-the-review-date","32. Choose the review date",[359,949,542,950,952],{},[386,951,545],{}," the feedback relates to, so the record stays accurate.",[359,954,955],{},[404,956],{"alt":957,"src":958},"Choose the review date","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F32.png",[413,960,962],{"id":961},"_33-add-the-manager-note","33. Add the manager note",[359,964,505,965,967],{},[386,966,867],{}," to post the feedback to the timeline.",[359,969,970],{},[404,971],{"alt":972,"src":973},"Add the manager note","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F33.png",[394,975,977],{"id":976},"self-review-outcomes-and-pip","Self review, outcomes and PIP",[413,979,981],{"id":980},"_34-open-self-review","34. Open Self Review",[359,983,419,984,987],{},[386,985,986],{},"Self Review"," tab to evaluate your own performance and progress.",[359,989,990],{},[404,991],{"alt":992,"src":993},"Open Self Review","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F34.png",[413,995,997],{"id":996},"_35-search-review-cycles","35. Search review cycles",[359,999,1000],{},"Search for a review cycle to focus your self-assessment on the right period.",[359,1002,1003],{},[404,1004],{"alt":1005,"src":1006},"Search review cycles","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F35.png",[413,1008,1010],{"id":1009},"_36-open-outcomes","36. Open Outcomes",[359,1012,419,1013,1016],{},[386,1014,1015],{},"Outcomes"," tab to analyze results and achievements from reviews.",[359,1018,1019],{},[404,1020],{"alt":1021,"src":1022},"Open Outcomes","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F36.png",[413,1024,1026],{"id":1025},"_37-search-employee-data","37. Search employee data",[359,1028,1029],{},"Use the employee search to pull up performance data for an individual team member.",[359,1031,1032],{},[404,1033],{"alt":1034,"src":1035},"Search employee data","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F37.png",[413,1037,1039],{"id":1038},"_38-filter-review-cycles","38. Filter review cycles",[359,1041,1042],{},"Select cycles to narrow the performance data to specific timeframes.",[359,1044,1045],{},[404,1046],{"alt":1047,"src":1048},"Filter review cycles","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F38.png",[413,1050,1052],{"id":1051},"_39-refresh-the-data","39. Refresh the data",[359,1054,505,1055,1058],{},[386,1056,1057],{},"Refresh"," to make sure you are looking at the most current performance information.",[359,1060,1061],{},[404,1062],{"alt":1063,"src":1064},"Refresh the data","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F39.png",[413,1066,1068],{"id":1067},"_40-open-my-pip","40. Open My PIP",[359,1070,452,1071,1074],{},[386,1072,1073],{},"My PIP"," to review and manage your personal improvement plans.",[359,1076,1077],{},[404,1078],{"alt":1079,"src":1080},"Open My PIP","\u002Fimages\u002Fguides\u002Fperformance-tracking\u002F40.png",[1082,1083],"hr",{},[359,1085,1086],{},"You can now update goals, add achievements, provide feedback and manage performance data across the whole Performance workspace.",[359,1088,1089,1090,1092,1093],{},"Back to ",[372,1091,204],{"href":202}," · ",[372,1094,1095],{"href":186},"all modules",{"title":1097,"searchDepth":34,"depth":34,"links":1098},"",[1099,1100,1106,1116,1124,1133,1142],{"id":396,"depth":34,"text":397},{"id":410,"depth":34,"text":411,"children":1101},[1102,1103,1104,1105],{"id":415,"depth":22,"text":416},{"id":432,"depth":22,"text":433},{"id":448,"depth":22,"text":449},{"id":464,"depth":22,"text":465},{"id":481,"depth":34,"text":482,"children":1107},[1108,1109,1110,1111,1112,1113,1114,1115],{"id":485,"depth":22,"text":486},{"id":501,"depth":22,"text":502},{"id":522,"depth":22,"text":523},{"id":538,"depth":22,"text":539},{"id":555,"depth":22,"text":556},{"id":572,"depth":22,"text":573},{"id":594,"depth":22,"text":595},{"id":611,"depth":22,"text":612},{"id":627,"depth":34,"text":628,"children":1117},[1118,1119,1120,1121,1122,1123],{"id":631,"depth":22,"text":632},{"id":651,"depth":22,"text":652},{"id":668,"depth":22,"text":669},{"id":684,"depth":22,"text":685},{"id":700,"depth":22,"text":701},{"id":717,"depth":22,"text":718},{"id":736,"depth":34,"text":737,"children":1125},[1126,1127,1128,1129,1130,1131,1132],{"id":747,"depth":22,"text":748},{"id":764,"depth":22,"text":765},{"id":780,"depth":22,"text":781},{"id":797,"depth":22,"text":798},{"id":813,"depth":22,"text":814},{"id":828,"depth":22,"text":829},{"id":846,"depth":22,"text":847},{"id":861,"depth":34,"text":862,"children":1134},[1135,1136,1137,1138,1139,1140,1141],{"id":871,"depth":22,"text":872},{"id":884,"depth":22,"text":885},{"id":900,"depth":22,"text":901},{"id":915,"depth":22,"text":916},{"id":930,"depth":22,"text":931},{"id":946,"depth":22,"text":947},{"id":961,"depth":22,"text":962},{"id":976,"depth":34,"text":977,"children":1143},[1144,1145,1146,1147,1148,1149,1150],{"id":980,"depth":22,"text":981},{"id":996,"depth":22,"text":997},{"id":1009,"depth":22,"text":1010},{"id":1025,"depth":22,"text":1026},{"id":1038,"depth":22,"text":1039},{"id":1051,"depth":22,"text":1052},{"id":1067,"depth":22,"text":1068},"md",{},true,{"title":111,"description":268},"guides\u002Fperformance-tracking","2026-09-07","ejYcf4c3UQVleXYgiF4AwgaydPfxmZqzyeuxUrZIDgc",1788936479367]