User Progress reports are the ideal way for employees to share their wins, challenges, and progress with their manager and co-workers.
Regularly reporting on progress helps you achieve more goals, improve 1:1s with your manager, and remove recency bias from your performance reviews. All it takes is ~10 minutes per week!
You can provide your updates via the web app, mobile app, and through our Slack and Microsoft Teams integrations.
What's a User Progress report?
What's included?
User Review (if enabled).
Pulse (only visible to manager and employee; if enabled).
Any progress updates made to a person's goals within the respective cycle.
Who is the report for?
Co-workers
Managers (managers can choose to receive an overview of their direct reports’ most recent Progress reports via email).
Where can you find User Progress reports in Perdoo?
User Progress Reports are stored on a person's Progress Reports tab and on the Team page under the Members tab.
What can you do with a User progress report?
Export the Report as a PDF
Add a comment to the User Review
Add a talking point to a 1:1
Reply to an Objective Note or Update comment
Filter by a specific attribute
Customize the view to see as little or as much as you want to see
How to set up User Progress reports for your organization
ℹ️ This requires Superadmin rights.
Go to Configure > Progress reporting > Users to customize the following options:
Frequency
Choose from Weekly, Every two weeks, or Monthly and the day of the deadline. We recommend Weekly. The selected frequency is called the 'cycle'.
Note that you can still adjust the update frequency per goal.
Update reminders
Remind goal leads only
Choose who you want to provide updates. Disable this if you want everyone in Perdoo, even if they don't lead any goals, to also submit updates through a User Review and/or Pulse.
User Reviews
User Reviews are a great way for employees to provide a broader update on the cycle. For example, next to progress on their goals, you can encourage everyone to share their wins and challenges. This can be great for engagement and can help tackle potential blockers early on. Learn more about User Reviews.
Choose if you want to enable or disable User Reviews.
When enabled, customize the templated User Review questions to you're liking.
Pulse surveys
Pulse surveys are a simple yet effective tool to keep a finger on employee engagement. Learn more about Pulse surveys.
Choose if you want to enable or disable Pulse surveys.
Progress report emails
Choose the hour that the User Progress reports will be sent out to managers the day after the cycle ends.
Important notes
User Progress reports will include all updates made to goals during a cycle from anywhere in the app (eg. Home, Team, Profile pages etc), including updates made by an integration.
If you only want to see specific goals, you can filter the section.
The next step is to make sure that managers regularly review Progress reports of their direct reports. This helps them save time, be better managers, and deliver results that matter.
If User Progress report reminders aren't received via email, check your personal notification settings to see if Progress Report reminders are enabled. Then check your spam folder.
If User Reviews are enabled, all users are expected to submit this update — even if they don't lead any goals.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.
Find helpful videos in the How to get the most out of your Perdoo account playlist!