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How can I follow up on progress as a manager?
How can I follow up on progress as a manager?
Nicole Capobianco avatar
Written by Nicole Capobianco
Updated this week

You can follow up on progress in three ways:


💡 Pro tip: Using Perdoo for performance reviews? Easily view a snapshot of an individual's progress by exporting their profile page and uploading it to your HR management system. First, select Show KRs & Initiatives (optional: filter Results by All Result types, Key Results only, or Initiatives only), then Print full page:

Export profile pages for performance reviews

All goals

Use All goals to create leaderboards or track progress per person over time and see who has updated their goals each week and who hasn't, so that you can automatically follow up.

1. First, pick a goal type via the tabs: Objectives, Key Results & Initiatives, or KPIs.

2. Next, use the Lead filter to find your direct report(s) or the Owner filter to find your teams:

3. Then in Customize, toggle Last updated and Last update comment:

4. You can also export this information (top right) or save these reports for future reference. Just FYI: any saved report is visible to all users in the company.


Team page

Use the Progress reports tab on any team page to view all the Progress reports for each team member in one place:


Home

1. Make sure all your direct reports added you as their manager. They can do this through Personal settings (top-right corner) > Profile tab > Manager dropdown menu (or via People > My profile > Pencil icon by their name > Manager):

Update your manager via Personal settings > Profile tab > Manager dropdown menu

2. This will add a list of all your direct report on your Home screen, where you can see if if their goals are up-to-date and if they submitted Reflections:

3. If they've submitted Reflections, you'll be able to toggle down by their name to see the most recent Reflections:

4. Clicking on the Reflections status will take you to their Progress reports tab where you'll see all their Progress reports. Click View details to see all goal updates for that cycle.


Need a hand?

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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