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Progress Report
Progress reports are submitted by the employee to whom the goal has been assigned. Upon logging into HRplus, employees receive a notification indicating their assigned goals. These updates, made by employees, directly impact the heat map, providing a visual representation of progress.
Reports should be updated according to the required frequency and accompanied by any relevant supporting documents outlined in the reporting requirements. For example, updates can be made monthly, reflecting progress as a percentage of the quarterly target, or at the end of the quarter, showing underachievement or overachievement. When employees submit progress (e.g., for Q1 but only up to February), they should calculate it as a percentage of the quarterly target. For instance, if the goal is to reconcile 10 reports in Q1 and 6 are completed by February, this would be entered as 60% progress (6/10). This helps managers easily track progress through the heat map, indicating if the employee is on course to meet the goal.
Progress is also displayed in the bar chart and progress graph, with notifications set up to keep all relevant stakeholders informed of updates.
Step 1: Navigate to the Goal
The employee can click the hyperlink in the notification.
Or navigate directly to My Goals where Employees can expand the records to view Goal Details and send Progress Reports.
Step 2: Enter a Progress Report
Sent From/To: This section identifies the employees involved. Assigned By refers to the manager or individual assigning the goal, and Assigned To refers to the employee responsible for achieving the goal.
Date: Enter the date that corresponds with the specific quarter for which the results are being reported. The system uses this date to assign the results to the appropriate quarter, so ensure it aligns with the correct reporting period.
Comments: Add any relevant notes or observations regarding the goal's progress, challenges faced, or additional context that may be useful for tracking and evaluation.
Results: Enter the actual performance value achieved against the target, reflecting the employee's progress toward meeting the goal.
Upload File: Attach any supporting documents, such as reports, charts, or evidence of work completed, to provide additional context or proof of performance in the progress report.
Note: The employee should be granted Company Access to view Goals assigned.
Step 3: View all Progress Reports
