TLM Performance Tracking

How to use performance tracking when removing an employee from a post.

Performance tracking can record reasons for employee schedule changes that can be viewed and
reported on.

Confirming Employee’s Time

When you select Confirm Detail, you have the option to select a tracking reason.

1. Right click on employee name

2. Select Confirm/Detail

3. Select Tracking Reason

4. Click Save

Note: Reasons can be customized using Notepad.

Removing/Replacing Employee

When Removing/Replacing Employees, you have the option to select a tracking reason.

1. Right click on employee name

2. Select Remove/Replace

3. After selecting replacement employee, select tracking reason (BEFORE clicking on “Permanent” or “Temporary”)

4. Click Save

Search/Add/Edit/Delete Performance Tracking Master

The Performance Tracking Master can be accessed through the drop-down menu in Tools.

Selection Criteria
This section is used to search for a specific record.
1. Enter appropriate parameters.
2. Click Refresh

Data

• This section shows the detail of a record.
• If a Reason was not selected in the above areas, you can Edit the record and select a Reason.
• Additional comments can also be entered here.