Progress Management

On the progress management screen, you can search and view the goal data of members in your own department and departments that you can view.

When you select the year and evaluation period, the phases set for that evaluation period will be displayed.

Check the progress you want to view and click the "Search" button.

Search conditions that can be specified

• User general search conditions

• Search conditions related to goal periodEvaluation period

  • Progress status (e.g. not registered/start comment/end review/final)

  • Users who are late in meeting the phase deadline

  • Users whose manager confirmation is delayed

  • Users who have not sent a confirmation email

  • Excluding users not eligible for evaluation

Click the "Search" button to display a list of users that meet the criteria.

The items displayed in the list are as follows. Depending on the administrator's settings, some items may not be displayed.

• • Operation

    • • Buttons for operations that can be performed for each user

  • Department

    • • Department to which the user belongs

  • Employee name

    • • Employee number and employee name

  • Evaluation

    • • List of evaluations for the goal

      • Click "Details" in blue at the bottom right to view the evaluation points and comments.

  • Progress

    • • Progress of the goal for the user. If the goal is waiting for approval by the manager, the name of the manager designated as the approver.

      • If the user or the manager designated as the approver loses the user's viewing authority due to a transfer, etc., the message "Manager without viewing authority" will be displayed. In that case, replace the approver using the "Replace approver" icon on the left.

  • Deadline

    • • Deadline for the operation that should be performed now

  • Last updated date and time

    • • The date and time when the goal was last updated

The operation column displays icons that represent operations that can be performed on each subordinate. From left to right, the icons have the following functions.

When you place the cursor over an icon, the icon name will pop up.

Clicking an icon will display a sub-screen where you can perform the corresponding operation.

• • Personal Data

    • • The personal data screen will be displayed. You can view various information about your subordinates.

  • User proxy login

    • • Log in as the target user.

      • After logging in, you can choose from three initial pages depending on your progress: "Goal setting," "Progress report," or "Personal data."

  • Progress review

    • • Enter comments and perform other operations on the goals set by your subordinates to improve their progress.

  • Progress check

    • • Displays details of the target user's goal evaluation period.

  • Send email

    • • You can send a reminder email to your subordinates to submit their work.

      • When waiting for the manager to take action, a reminder email will be sent to the manager designated as the approver.

  • Change progress

    • • You can change the progress status back.

        • You can choose how far you want to revert your progress after making changes.

        • When deleting a goal setting value, if you select "Revert only status," your progress will be reverted while the data you entered remains the same. If you select "Delete all data," your progress will be reverted and the data you entered will be deleted.

  • Replace approver

    • • You can replace the approver.

Operation icons that cannot be used to perform operations are disabled.

You can also save a list of current progress as a CSV file by clicking the "CSV Export" button at the top of the user list.

• By clicking the "Send Email" button located below the "Search" button, you can send an email notification to all users displayed in the search results list at once.

• Even if the progress status is "Completed," if the user is displayed in the search results list, an email will be sent to that user.

If an evaluation period without a progress flow is selected, the display items will automatically switch to show the submission status as "Submitted/Not Submitted."