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The Snapshot page is part of Employees' Profile, and it enables users to view Goals, Development Plans, and Performance Document information. Managers and PM Reps have access to view employees' snapshot.

Go to Home My Profile/TeamSnapshot

  • Select the Snapshot tab at the top of the page to easily access Goals, Development Plans or Performance Documents.

  • If you are a manager, you can click the View Team button to see the same information on this page for any of your direct and indirect reports.

The Performance Document tile on the Snapshot page will show historical performance documents for the last 3 years.

Employee snapshot view

Goals via Snapshot

Use the Snapshot view to quickly see the goal progress.

  • Click on the Goals tile to view the current goals, create, update and more. See the Managing Goals page for detailed step-by-step guidance.

Individual goals

Development Plan via Snapshot

Use the Snapshot view to access the Development Plan menu.

  • Click on the Development Plan title to create a new plan, update the current plan, view the current progress, and more.

Development plan access

Performance Documents via Snapshot (Current & Historical Documents)

To access historical performance documents from the past three years, utilize the Snapshot view feature.

  • From your employee's snapshot, click on the Performance Documents tile.

  • A list of the employee's performance documents will display.

List of current and historical performance documents

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