Individual Performance Dashboard

Overview

This report is used to prepare team leaders and individuals for their monthly one-to-one meetings to discuss the individual's performance. You can use the monthly performance charts as a basis for one-to-one meetings with your staff members. The 12-month charts can be useful in less-frequent performance reviews such as annual appraisals.

It is important that the individual feels a sense of ownership about the data contained in this report. You should ensure that individuals see this information regularly and can understand and interpret it for themselves in a positive way to identify opportunities for improvement. Your role is to support and coach the individual and the information contained in this report is one tool to help with this.

 

 

Team

Select the home team of the team member you want to run the report for by clicking on the drop-down menu.

Month

Select the month that you want to review. The report will review the selected month and include data for the 12 months prior to this.

You can select the current month to review month to date performance.

Staff Member

The Staff Member drop-down menu will list all team members linked to the selected team.

View Report

Once you have set your parameters click here to view your report.

 

 

 

This section compares the team members Productivity, Utilisation and Attendance to the team for the selected month and to the team members previous month.

 

 

Key Measure

Performance Indicator Description
Productivity a measure of how fast core work is completed compared to the standard times linked to tasks. This is based on the total work out and total core time for the period being reviewed.
Utilisation a measure of how much of the time spent working is allocated to core work. The remainder is time invested in Diverted activities.
Attendance a measure of how much of the total time recorded for the team member was available to work.
Downtime a measure of the amount of time lost to downtime (including annual leave) during the period being reviewed.

%

Displays the score achieved for the selected team member during the month being reviewed for each metric.

Home Team (%)

Displays the score achieved for the team during the month being reviewed for each metric.

Compare to Team (%)

Displays the percent points difference between the team member and home team values for each metric.

Last Month (%)

Displays the score achieved by the team member during the previous month for each metric.

Compare to Last Month (%)

Displays the percent points difference between the current and previous months values for the selected team member for each metric.

 

 

This section breaks down what Core Tasks the individual has worked on this month and compares it with their team.

Core Task

Displays the Core tasks that the team member has captured work against for the month being reviewed.

Team

Displays the team that the listed Core Task was completed for.

Skill Level

Displays the team members current skill level for the selected task. If a skill has been updated in the reporting period, this movement will be shown.

Work Out (Units)

Displays the items of the listed Core Tasks that were completed in the month being reviewed.

Work Out (Hours)

Displays the hours' worth of work for each of the listed ore tasks based on items completed x standard time.

Share of Team Members Work Out (%)

Displays the percentage of total hours of work out effort that each task made up for the team member.

%of Team

Displays the percentage of the team's total work for each task listed that the team member completed.

 

 

This graph shows you how the individual's Productivity compares with the team, over the report month.

Team 25th Productivity

The combined 25th percentile productivity for team members in the team for each day.

Team 75th Productivity

The combined 75th percentile productivity for team members in the team for each day.

Team Productivity

The productivity for the team as a whole.

Team Members Productivity (Home)

 

The productivity achieved by the team member when working for their home team.

 

Team Members Productivity (Home and Borrowed)

 

The productivity achieved by the team member across all teams they worked for in the month being reviewed.

 

 

 

This section illustrates provides a calendar view of the team members month and highlights changes to working pattern as well as highest and lowest performance days.

Productivity (Highest)

Displays the contracted working hours of permanent team members.

Productivity (Lowest)

Lowest productivity days are flagged with Prod: and the value achieved, In addition the lowest productivity score is highlighted amber.

Downtime

Downtime is flagged as DT with the hours captured. In addition, downtime that is not related to annual leave such as sick leave is highlighted red.

Overtime / Flexitime

Changes to a team members working patter such as Overtime (OT) or Flexitime (Flexi) are flagged with the category and hours captured.

Loaned

Loaned time is flagged with Lend followed by the hours captured.

Non-Working Day

Non-working days are coloured dark grey.

 

 

This chart illustrates the productivity achieved by the team member for each day of the week. It allows you to identify if there are any performance trends where the weekday may be having an impact.

 

 

This section illustrates the team members utilisation for each day of the month as well as the Diverted tasks that they invested time in that drove their utilisation score.

 

 

This graph shows the team members Productivity over the last 12 months. The pink dots represent the productivity values achieved within that month. The larger the dot the more times that productivity value has been achieved.

 

 

This chart illustrates the team members Utilisation by month for the past 12 months. The values are based on the total Time Worked and the Total Core time captured in each month. This can help you to review how much time an individual is getting for important development and well-being activities throughout the year

 

 

This graph shows the individual's Attendance and Downtime for the last 12 months. Downtime includes things such as Annual Leave and Sick Leave. The attendance and downtime percentages are based on the total time recorded for the team member and how much of it was available to work versus how much was logged to a Downtime category.

 

 

This section shows you the team members Productivity and Utilisation when they were working for other teams as well as the amount of their total time worked that was spent supporting other teams.

 

For more information on...

Calculations

See Key Equations
Frequently Asked Questions See FAQs
Notes See Notes