You can assess and share your Client’s performance periodically by entering their KPI scores :
1. Add Performance Assessment:
On the Home page, under Quick Actions, click on the “+” icon next to Performance Report. Alternatively, you can click on the FAB icon on the performance page.
2. Select Performance Template:
From the drop-down menu that appears after clicking the assessment form, choose the appropriate performance template.
3. Select Client:
From the list of Client’s, click on the “+” icon next to the subscriber you want to assess.
4. Select Plan and Level etc.:
Choose the plan, level (if required), and duration for assessing performance. Then click Next.
5. Rate KPIs:
Select the KPIs and rate them according to the selected template’s rating system. You can also add a remark and upload up to 3 photos (if enabled in that template’s settings).
6. 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).