This screen allows the management of performance appraisal trackers for employees. Trackers provide a means of obtaining comments from other employees (anonymously received) about the employee being evaluated, it helps provide what is known as a 360 degrees review when combined with the performance appraisal (See Performance Appraisals). From this screen, you will be able to create, edit and delete trackers.

Creating Trackers

To create a Tracker, navigate to Performance > Manage Trackers. Locate the relevant employee and click the name, from the ensuing screen click on “Add” and fill in the necessary fields using the information below

  • Tracker Name: This is the unique Tracker name
  • Description: This contains the question that will be shown to the employee providing comments for the Tracker.
  • Reviewer: Enter the full name of a tracker reviewer and then click the “Add Reviewer” button. Alternatively, you can enter part of the reviewer’s name and then click the “Search” link, select the appropriate reviewer from the list and then click the “Add Reviewer” button
  • Reviewers: This list contains the reviewers for the current tracker
  • Deadline: This is the date by which the tracker response must be received
  • Save Button: Click this button to save changes.
  • Cancel Button: Click this button to cancel changes.

Editing Trackers

To edit a Tracker, navigate to Performance > Manage Trackers. Click the relevant employee, locate the relevant Tracker. Click on the Tracker and change the information as required (See Creating Trackers). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Trackers

To delete a Tracker, navigate to Performance > Manage Trackers. Click the relevant employee, select the checkbox beside the Tracker(s) you want to delete and then click the “Delete” button.

Tracker Report

The Tracker report allows the viewing and printing of employee tracker information in various formats. The tracker report shows the date, tracker description, comment and comment type. Access the report by navigating to Performance > Manage Trackers. Click the relevant employee and locate the relevant Tracker. Click on the Tracker and from the ensuing screen, click the “View Tracker Report” button