How to create a plan, add goals and start it
How to create a plan, add goals and start it. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Before you begin, put people in crews and link each login to an employee record (Administration → Logins) so an employee can open their own plan.
- Open Performance plans and press New performance plan. Choose the employee, a Time frame of 30, 60 or 90 days, the Start date, the manager responsible and Why this plan (the employee will read this).
- Add up to three goals now (you can add more later). Each goal is either a measure Arkon One tracks by itself or a Manual goal where you type the value. Measures include productivity (units per hour), daily reports filed on time, inspections passed or completed per week, overdue defects, attendance, hours worked per week, work orders finished on schedule and expired or missing certifications. A measure whose source feature your company does not have is simply not offered.
- Press Create the plan, then Start the plan. Tracking runs every night from then on.
Tip
Finish a plan with an outcome (Improved, Goals met, Not met) or cancel it. Everything stays on the record.