Manager Guide: Completing 1-on-1 Performance Check-Ins
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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
Performance Check-In in 1-on-1 Meetings
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
Rating Employee Performance in 1-on-1 Meetings
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
Selecting Likes and Dislikes for Performance Skills
4. Adding Additional Performance Notes
You can also add additional notes about their performance
Adding Additional Performance Notes
5. Submitting Performance Feedback
After providing all the feedback, click on Submit to save your responses
Submitting Performance Feedback
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
Viewing Ratings and Performance Trends
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
Viewing Employee Productivity Trends
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
View Individual Performance Trend