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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 over a week ago

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 Checked-in 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 Check-ins tab on any team page to view all the Check-ins of 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 they've Checked-in on their goals or not:

3. Click on each one of your direct reports to see their profile. From there, you'll be taken to their Check-ins tab and can see all Check-ins they've submitted:

Check-in tab on user's profile page

4. Click on any goal they lead and use the Activity field to @mention the person and ask for an update.


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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