When you log into PerformYard, by default you see to your Dashboard, which includes a number of different sections designed to help you know what’s going on and what you need to do in PerformYard. Note that, like the header, certain features may not be utilized in your organization, and therefore those items may not be visible on your dashboard.
On the left-hand side, you’ll see your picture and name, with a place to edit your profile and take a note about yourself immediately below.
Beneath that, you’ll find the calendar. The calendar always shows the previous week, the current week and the next two weeks. Today is marked by a dot. On the calendar, days are shaded with blue based on how much activity is happening that day – whether it’s a due date for a status report or a goal, or perhaps you have a new review form to complete. The higher number of activities means the darker the blue. Click any date to see the activities for that day.
At the bottom-left you will see your basic contact info and your manager, along with a link to View More information – where you’ll see your full set of details.
To the right of the contact info you will see the Activity Stream. This stream lists various actions that have occurred. These might include a manager’s comment on a status report, recognition received or the completion of a review form about you. If you manage other folks, the activity stream will have a toggle to see activity for your staff. For everyone, you’ll also be able to access an organization-level activity stream.
Next you’ll see two blocks about Goals – Goal Progress and Current Goal Outlook. Goal progress shows your current average completion for active goals, the number of overdue goals and the number of unread goal updates you have. The current goal outlook shows a pie chart based on the outlooks you have selected for your active goals. If you’re a manager, you’ll see toggles to view these blocks based on your team member performance.
You’ll also have an outstanding items block that shows the to-dos, review forms and status reports you have to do. These include links to those items, along with the number outstanding for you to do (in the grey box) and the number of those that are overdue (in the red box).
You can also view a similar dashboard about any other employee by clicking on their name where a link appears (such as in the directory, on a details page or in an activity item).
Finally, you'll see an indicator of recognition that you've received recently. This includes the number of times you have been recognized in the past two weeks, plus access to view recent recognition by hovering over the name of the employee that recognized you.