You can assess and share your subscriber’s performance periodically by entering their KPI scores :
- Add Performance assessment: On the Home page, under Quick Actions, Click on the “+” icon next to Performance. Alternatively, you can click on the FAB icon on the performance page.
- Select Performance Template: From the drop-down menu that appears on clicking the assessment form, choose the appropriate performance template.
- Select Subscriber: From the list of subscribers, click on the “+” icon next to the subscriber you want to assess.
- Select Plan and Level etc.: Choose the plan, level (if required), and duration for assessing performance, then click on Next.
- Rate KPIs: Select the KPIs and rate them according to the selected template’s rating system on the assessment form. You can also add a remark and up to 3 photos (if enabled in that template settings).
- Save and Send: Click on Save and Send. The performance report will be generated and sent via email/SMS (if notifications are enabled and the email ID or mobile number is added).