Summary

Summary is a questionnaire that is filled by the current reporting manager about various aspects of their reportee's performance. This comes in extremely handy when the current manager moves out and a new manager steps in, unaware of the reportee's current performance. Using the Summary module, the new manager will get a clear and comprehensive idea about the reportee's performance. 

• Configuring Summary
• Accessing Summary 

Configuring Summary

By default, there are a set of questions available in the Summary module under Performance > Settings > Summary.

These questions can be edited and more questions can be added as per your organization's need. 

Accessing Summary 

An admin or manager can access the summary of an employee by going to the Summary tab under Performance > Teammates > Appraisee View

They can select the appropriate question from the drop-down and give in their response in the box below. When a new manager steps in, they will be able to get a good idea about the reportee's performance by viewing the summary questions and answers.