See how someone is doing
Open a person’s overview for their checks, attendance and hours over the last weeks, and keep performance notes on their record.
On this page
Each person’s record opens on an overview: what they did in the last few weeks, drawn from the rota, the clock and the checks. It is for the people who see the team’s performance where that person works. You cannot open the overview of someone on a higher level than you.
Open the overview
On the web
Go to Rota & team, then Staff
- Click the person’s name. If the overview is yours to see, the record opens on the Overview tab.
- Choose the period at the top right: 4 weeks, 8 weeks or 13 weeks.
- Read the six figures, then the sections under them: Checks, Attendance, Sales where there are any, and Record.
On the phone
- Open Team, stay on Roster, and tap the person.
- Their screen has the tabs Overview, Checks, Shifts and Record, with Training where they are on any.
The six figures
- On their watch: the checks that were open while this person was on the rota and that they were one of the people who could do. Under it, how many of those were done, beside the site’s figure.
- Did themselves: how many of those checks this person completed, as a share, beside a fair share.
- Missed: how many of those checks nobody did, beside the site’s figure.
- On time: the share of shifts they clocked in on time for, with how many were late. It says No clock-ins where there are none to go on.
- Absence: shifts missed, split into no-shows, sick and shifts with no clock-in.
- Hours / week: their hours on the rota a week, beside their contract.
Keep a performance note
Notes are added on the web.
- Open the person’s record and the Notes tab.
- Under Performance notes, type the note. You can add a rating from 1 to 5.
- Leave Visible to staff member off to keep the note between managers, or switch it on to let the person read it.
- Press Add. It says Note added, and the note joins the list with the date, your name and who it is Seen by: Staff or Managers.
A note can be deleted by the person who wrote it, or by an Admin: it says Note deleted. A note cannot be edited; delete it and write it again.
What the person sees
A note marked Visible to staff member is one the person is allowed to read. A note left off is kept to the people who see the team’s performance at that site. For their own training, people use See your training.
If it doesn’t work
- “You can’t see this overview”
- The overview is for whoever can see the team’s performance where the person works. You either do not have that permission at their site, or they are on a higher level than you.
- There is no Overview tab and the record opens on Details
- The same reason: the tab is left out when the overview is not yours to open.
- “Rating must be 1–5”
- The rating is optional. If you give one, it has to be from 1 to 5.
- “Couldn’t add the note”
- You do not have the “Write performance notes” permission at the person’s home site.
- “Couldn’t delete the note”
- Someone else wrote it. Ask them, or an Admin.
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