View performance data for your team
  • 14 Mar 2024
  • 1 minute to read

View performance data for your team


Article Summary

As a manager, you can access all performance activity data for your team by clicking the view or export link at the end of the sentence under the Team Members: X records shown heading.

Alternatively you can get performance data for each member of your team individually by following these steps:

  1. Go to Develop > Team from the top navigation bar.
  2. Click the Performance data link next to the desired user.

Selecting View response data (on the Performance activities page via Develop > Activities) or view or export (on the Team page) will take you to the Performance activity response data page, defaulting to the Browse by user tab. From here you can find the team members whose data you would like to view. Selecting the Performance data link for an individual user on the Team page will take you directly to the performance data record for that user. As a manager, you can view this data in an embedded Totara report. Here you can click the activity name to view responses or click the icon of three dots (three_dots(1)) and select Download to download their responses to that activity.

Note that users require the Report on a performance activity subject responses capability (mod/perform:report_on_subject_responses) to view performance data for their team members.

If you experience performance issues with the response data reporting, you can instead assign the mod/perform:report_on_staff_responses capability. You can assign this capability to the Authenticated User role to allow managers to report on their teams' performance activities.

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.

© Copyright 2024 Totara Learning Solutions. All rights reserved.


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