36

Leaders

Last Update 5 months ago

Welcome to the TrackIT Performance Management System TrackIT 101 for Leaders Dashboard Views Performance Logs - Editing Performance Logs

Performance Logs

What are Performance Logs? How to add a Performance Log

Megan Johnson

Last Update 6 months ago

 Performance Logs Overview

The Performance Log is the most important tool for leaders in TrackIT. It allows you to document employee performance based on expectations tied to their position.

All of the Xxpectations are set up by an administrator per position and include the TSMs:
  • Task – What you select when choosing what to log
  • Standard – A description of the task, including key responsibilities or measurable behaviors
  • Measurement – The rating used to evaluate the employee’s performance

How to Add a Performance Log

You can create a log in three ways:
  • Click + Add Log on the employee’s dashboard
  • Click + Log in the Team Member Info box on your dashboard
  • Clicking on Team Members, then + Add Log next to the employee's name
This will open the list of expectations for that employee’s position.

Step-by-Step Instructions

  1. Select the Date
    • Use the calendar at the top to choose the date the behavior occurred
    • If logging for today, you can skip this step
  2. Choose an Task
    • Select the task related to the behavior you are documenting
  3. Select a Measurement
    • Choose the rating that best reflects the employee’s performance
  4. Select the Standard
    • Choose the standard that best fits the behavior
    • If only one standard is available, it will be automatically selected
  5. Add Leader Comments
    This is the most important part of the log.
  6. Click Add Log/Add Log with Attachments to finish 

      Writing Effective Leader Comments

      Leader comments should be:
      • Objective and clear – Focus on facts, not opinions
      • Specific – Include details about what happened
      • Professional – Avoid phrases like “I feel”
      Best practice:
      • Start with the date of the incident and the employee’s name
      • Describe the behavior and outcome clearly
      • End with a constructive or encouraging statement

      For a video on adding a log, click here: Add Log
      For more training on writing Performance Logs, click here: TrackIT Leadership Training - Performance Logs

       
       

      Still need help? Message Us