People

The People tab in PositiveWare provides access to reporting information on your Performers.

Performers in PositiveWare are employees/team members who have been allocated to a certain plan or task or who are directly beneath you in the employee hierarchy.

Activity Report

The default People view is of the Activity Report screen:



This allows you to select the criteria for an Activity Report on one of your Plans, Clients or Employees/team members.

Value

Description

Date Range

Select the date range for which the Activity Report should be run.

Plan

Select a Client, Plan or Task for the report (optional)

Employee

Select an employee (or team member) for the report (optional)

Both Plan and Employee are optional criteria. If you wish to run a report for all Clients, Plans, Tasks and Employees that fall within your remit, simply check the All tick boxes to the right of the Plan and Employee fields.

Once you have specified the criteria for the report, click on the Run Report button to generate the report.

Customizing the Activity Report

By default, the Activity Report includes a fairly wide range of fields. If you wish, you can customize this report by adding or removing fields from it.

To do this, click on the Layout link on the Activity Report page:

 



You can add or remove fields from your reports by checking and clearing the boxes next to each report field name.

Goal Report

The Goal Report allows you to track the progress of the Tasks aligned to your Goals.



To run the Goal Report, select the required date range, Goal and Employee then click on the Run Report button. To view data for all Goals and Employees within your remit, leave the fields empty and check the All tick boxes.

Customizing the Goal Report

As with the Activity Report, the fields included in the Goal Report can be customized using the Layout tab. See Customizing the Activity Report for more details.


Goal Alignment Report

The Goal Alignment Report allows you to see how many of your Goals have Tasks aligned to them. This is a useful means of tracking the real-world progress you are making towards your goals.

To run a Goal Alignment Report, select your desired date range, Goal and Employee, then click Run Report (to view data for all Goals and Employees within your remit, leave the fields empty and check the All tick boxes):



Here's an example Goal Alignment Report:

Exporting Reports

Once you have run a report, you can export it to a file, if necessary.

Most popular file formats are supported; the Export facility can be accessed through the Options link:

 

Use the Format drop-down list to select a file format, and then click on the Export button and save the file as prompted.

Browsing People

If you are unsure of which employees, clients and plans you are currently working on or responsible for, you can use the Browse facility:


By clicking on a Task name, you can see the details of that activity.

Click on the Performer name to see details of all of that person's other current activities.

Click on a name in the Aligned To column to see details of the parent client or plan.