Every week (or every other week or monthly) employees submit status reports to their managers. If you are a manager (meaning that other employees report directly to you in PerformYard), there are a few ways to read the status reports from your team.
First, you can review the any past report from someone that reports to you using Team Reports. Click on the Status tab and select the Team Reports list on the left hand side. This list will show every past status report from those people that report to you.
The list will include the name of the status report and the author’s name, as well as indicators, due date and status. You can filter by author and status, and you can sort by due date (newest to oldest or vice versa). The statuses include:
- In Progress for the current period’s report that has not yet reached its due date
- Completed for any past report that you can review
- Overdue for any report that is past its due date but not yet submitted
The indicators will include either a bell icon, which indicates a report that you have not yet read, and speech bubbles, which indicate that you have left a comment on that report.
Click View to see the report you want to review based on the employee and the date the report was due.
When viewing a status report, you'll find two options in the upper right corner:
- Send Back, where you can return the status report to the employee for further revision
- Comment, where you can add a comment about the report for the employee; your comment will then appear at the top of the report and an indicator will appear in the list of reports where you have commented
Where you have either sent back or commented, your direct report will receive a corresponding notification.
Second, you can review a Collected report that consolidates all inputs from your direct reports into a single view. Collected reports are saved based on exactly who reported (and submitted) to you at the time the report was due. Click on the Status tab and select the Collected Reports list. This list will show the name of the report, due date, the number of reports that are included in that collected report (with submission status) and images of some of those employees.
Click View to review the Collected report for that time period, with each person's answers listed for each question together.
Third, you can also find status reports directly on one of your direct reports' pages. Locate the user's employee page by selecting that user in your list of Direct Reports on your details tab or searching for that user in the directory (if available).
Click on the Status tab for that user and select the user's Past Reports list on the left hand side where you'll see a list of that user's status reports, along with comment indicators, the due date and the date the report was submitted. Click View for the report you'd like to review.
If you are a manager of managers (meaning your direct report also has direct reports), you can view the individual reports submitted to them (Team Reports) or the Collected Reports submitted to that person.