Summary

The present reporting manager fills out a questionnaire about several facets of their reportee’s
performance. This is especially useful when the existing manager leaves and is replaced by a
new manager who is unfamiliar with the reporter’s present performance. The new manager will
get a clear and thorough picture of the reporter’s performance by using the Summary module.

Configuring Summary #

• Add a different set of summaries in Other > Setup > Performance > Summary.

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Accessing Summary #

• An admin or manager can access the summary of an employee by going to the Summary tab under Performance > Teammates > Team.
• Click specific employee.

• They can choose the correct question from the drop-down menu and respond in the box below.
• By looking through the summary questions and responses, a new manager will be able to obtain a decent understanding of the report’s performance.