Performance Integration in Dash SaaS - WorkDo.io

Performance Integration in Dash SaaS

Introduction

Welcome to our Performance Enhancement Suite, a powerful toolkit that is tailored to elevate employee productivity and foster a culture of growth and achievement within your organization. With the ability to create custom KPIs, track performance, and share valuable feedback, our solution empowers your workforce to reach company targets effectively. Additionally, our rating system and goal-tracking capabilities provide actionable insights, helping employees understand where improvement is needed, and enabling data-driven decisions to enhance overall performance. In this dynamic environment, your organization can streamline processes, identify areas for improvement, and ultimately cultivate an engaged and efficient workforce that is geared toward success.

WorkFlow Installation

Step 1 : Super Admin Access

First, the super admin must add the Performance add-on by going through a few procedures.

  • Performance Dash Saas
  • Scroll down to “add-on manager” after logging in to the super admin side.
  • To include the Add-On, click the “+” (Module Setup) button.
  • Performance Dash Saas
  • You will see a box where you must attach the ZIP file for the “Performance Add-On.”
  • Performance Dash Saas
  • You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.
  • Performance Dash Saas

Step 2 : Company Login Access

After the super admin enables the add-on, the admins can purchase the add-on and have access to the Performance add-on by following the steps mentioned below.

  • So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Performance add-on and purchase it.
  • Performance Dash Saas

Step 3 : How to use the Performance Add-on?

  • After purchasing the add-on, go to the HRM module available in the menu, and click on the performance add-on.
  • Performance Dash Saas
  • After clicking on the performance module, you will get to see three options named. “Indicator”, “Appraisal”, “Goal Tracking”.
  • Performance Dash Saas
  • In the indicator option, you can create indicators in which you have to click on the “+” button, and select the branch, department, and designation.
  • Performance Dash Saas
  • After that select the stars for each of the options given in the list.
  • Performance Dash Saas
  • The second option is for appraisal, where you can create appraisals, after which you have to select the branch, employee’s name, and month. You can also add the remarks if you want.
  • Performance Dash Saas
  • Performance Dash Saas
  • Once you select the branch and employees name, the list of indicator stars will be presented in front of you, you can select the stars for appraisal which will be counted as remarks.
  • Performance Dash Saas
  • The last option is for Goal Tracking, in which you have to select branch, goal types, start date, and end date. After that you have to add the subject of goal, target achievement, description, and mobile number.
  • Performance Dash Saas
  • Performance Dash Saas

So, here is the explanation of overall use of the performance add-on. You can easily use this add-on by following these steps.

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