Learners · Managers
Use the performance tracker
Plan meaningful results, report actual achievements and use evidence in reviews.
Open and understand your plan
Open Performance from the workspace menu or /performance-tracker. Use Workspace to choose the correct organisation and Select a plan to open your assigned plan. Plans may relate to work, a personal project or development.
Read each objective, KPI, target, due date and evidence requirement. The existing tracker remains available; learning channels are not themselves substituted for work scorecards.
Work with the website table
Use the scrollable scorecard to compare KPI values. Choose Focus on results to simplify the columns, Compact rows to reduce spacing or Expand table for a larger view. Close the expanded view with its button or Escape.
Edit only the fields available to you, save changes and follow the plan/report approval workflow. Starting values are not verified achievements. Read the table’s legend and labels before interpreting its colours.
Report with evidence
- Record the actual result for the reporting period using the KPI’s unit and direction.
- Add evidence that explains what was achieved. Keep private staff and client information restricted.
- Submit the report for the appropriate review. Read any feedback and make requested changes.
Use task ratings in an agreed KPI
An authorised manager can link a monthly task-rating measure to a suitable higher-is-better KPI on a 1–5-star scale.
The plan owner uses the existing import action in an editable approved report to bring in completed task reviews and supporting evidence. Reviews are averaged equally for the selected UTC month.
Importing is an explicit action; it does not invent a result when no reviewed tasks exist. Other KPIs and weights remain unchanged.
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