View performance activities about others
  • 05 Apr 2022
  • 2 minutes to read

View performance activities about others


Article Summary

You can view the performance activities assigned to you by navigating to Develop > Activities from the top navigation bar. There will be a tab for activities about you and then a number of additional tabs for each activity you play a role in (e.g. if you are participating as Manager you will have a tab called As Manager). 

You may need to complete activities that are about others in a role that relates to your relationship, such as an appraiser or manager. These activities can be found in the tabs that match the relationship you are filling, e.g. As Manager or As Appraiser.

Relationships that can provide feedback on colleagues include:

  • Appraiser
  • Manager
  • Manager's manager
  • Peer
  • Mentor
  • Reviewer

You will see corresponding tabs for related activities, based on the relationships above. For example, if you have an activity where you are fulfilling the manager relationship then you will see the tab, As Manager. You will only see tabs for relationships where there are current activities. 

When you open a relationship-based tab you will see a number of activity cards at the top, showing any activities that require your actions and are sorted by priority. These cards as sorted by days until due, with the closest due date displayed first. If there are no due dates then they are ordered by the most recently created activities. The card will show a summary of the activities you need to complete and will have a button to Start or Resume the activity, depending on your progress.

Underneath the cards you will see a table for All activities, which contains a table with all the activities requiring you to participate in the specific relationship. You can filter and sort the table to get the information you need.

The table contains the following information:

Column
Description
Notes

Activity 

The name given to the activity. Click the title to view the activity.

-

Name

The name of the Subject (i.e. the person being appraised) of the activity.

-

Job assignment

The job assignment of the person in the subject role.

-

Due date

This column will only show if the due date is enabled on the activity. 

-

Type

Displays the type of activity from the following options:

  • Feedback
  • Check-in
  • Appraisal

-

Your progress

This shows the viewer's progress through the activity:

  • Not yet started
  • In progress
  • Complete
  • Not submitted
  • n/a (view only)

-

Overall activity progress

This column indicates the overall progress of the activity:

  • Not yet started
  • In progress
  • Complete

If another participant has started the activity the status will display as In progress, even if the viewer hasn't started the activity.

Next steps

C040 - Check-ins(2)Get involved in the conversation about Performance management in the Totara Community. 

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies. 

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