Note: Only the main account admin can confirm the customisation of the status updates. Please contact support@appraisd.com to enable and customise the feature.
You can add status updates to your objective templates so that individuals can better track their progress and you can report on it.
Status updates on objective templates
We can enable a Progress Status indicator on any objectives templates (goals, personal development plan, OKRs etc). Once configured a status tag is added to each objective whenever someone makes a status update, it looks like this:
How an individual would update the status
Click on the objective that you want to add a status update too, a pop-up will appear. Click on the status button that best matches the progress made on the objective and Save.
Note: The status options can be customised to suit your needs which in includes wording and colours.
Status updates show up in reports so that you can track progress:
How do the status updates work?
The employee and manager can both update this status at any time, giving a real time update on the objective.
When someone changes the status, a note is added to the progress update stream so you can see how it was changed over time.
This status does not affect any final ratings or the overall 'finished' status of an objective. You can use status alongside an overall rating if you'd like to.