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All Employees

This page (fig. 1, 2) displays the information on all the employees and their performance matrices over a selected period.
 
Fig. 1. Company section. All Employees page
By default, full details on each employee is collapsed (fig. 1). To expand it (fig. 2), click Show Details in the top menu or More in the lower right corner of the unit with information about a user. To hide the details, click Show Details or More one more time.
Fig. 2. Company section. All Employees page
Access permissions to this section is managed by the system administrator in Administration – KPI – General Access Settings – Allow to view all employees.
The page features the top menu, a search form, units with information about users and their performance matrices over a selected period.

Information about user

A unit with information about a user contains the following information:
  • Personal data (photo, full name, job position);
  • Performance link which redirects you to the performance matrices list of the current user over the selected period; If a user is not assigned with a performance matrix, instead of such a link a corresponding message will be written.
  • Performance coefficient of a user calculated by performance matrices below. If there are several performance matrices defined for the user, by default the smallest performance coefficient is displayed. Administrator can configure how the performance coefficient is displayed in Administration – System – System Settings in the KPI Management unit. If at least one template with the projection scale is used to calculate an employee's performance, the performance coefficient of this employee will not be displayed;
  • Create Task button which allows creating a user task;
  • List of user's performance matrices;
  • More/Collapse button.
    Fig. 3. User information unit. Collapsed performance matrix panel

    List of user performance matrices

    By default, all performance matrices are hidden behind panels and collapsed (fig. 3). When collapsed, a panel displays: the performance matrix name, the selected period, the link to the user's performance matrix page, as well as the employee performance coefficient calculated based on this matrix. To expand a performance matrix, click the button to the left of the performance matrix name (fig. 3). The list of expanded panels with performance matrices is shown in fig. 4. Read the respective Help page to learn more about how to work with performance matrices.
    Fig. 4. User information unit. List of expanded panels with performance matrix
    If a user does not have a performance matrix but is responsible for and/or a supervisor of some KPIs, these KPIs will be displayed in their performance matrices in the Responsible and Supervisor units.
    Apart from that, you can ask a question about or add a comment to an expanded performance matrix as well as approve and/or control a matrix (if the required settings are configured in a performance matrix template). When a matrix is approved, the head of the executor and the approver of the matrix can edit it (edit the list and weights of SMART tasks). To do so, use the link Start adjustment. This link is displayed only in approved performance matrices.

Searching performance matrices

On this page, you can filter performance matrices by users, user groups and/or organizational structure elements.
For that, use the search bar (fig. 5). Users, user groups and organizational structure elements are selected from drop-down lists.
Fig. 5. Search form
When required users, user groups and/or organizational structure elements are selected, click . Units with information about found users and their performance matrices will be displayed on the page (fig. 6).
Fig. 6. All Employees page. Search results
Under the search bar you can find filters for a quick search of users:
  • All – display all employees. This filter is available only if the current user has the required access permissions;
  • My Department – display only those users who are inferior to the current user according to the organizational structure.
  • Previous Search – display the results of the previous search.
Active filter is highlighted in a dark yellow color.
To clear the search form and the results, click . Then the dialog box will open (fig. 7) where you need to click Yes if you want to reset the selected users.
Fig. 7. Dialog box. Resetting the selected users
Please note that you can export performance matrices as an Excel file after you have searched for users. You can find out more about this feature in the respective Help article.

Top menu buttons
Go to the previous page.
Expand the performance matrices. By default, this button is inactive (fig. 1). When it is active, it is highlighted yellow.
Export all data from the page as an Excel file. Please note that on this page and in the Employees section, you can export performance matrices by filter.
See also:
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