PM Rep - Employee Snapshot (view goals, previous documents, and more)
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User Record (View Snapshot)
The User Record page allows PM Representatives and Managers to view an employee’s Snapshot.
The Snapshot is part of the employee’s profile and provides quick access to:
Goals
Development Plans
Performance Documents
How to Access a User’s Snapshot
To quickly locate a user:
Enter the employee’s PID or last name in the search field.
Go to Admin → Users.
Select the employee’s name.
Click the Snapshot tab at the top of the page.
Go to Admin > Users
What You Can View in Snapshot
Goals
Development Plans
Performance Documents
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 Year-Round (via Goals Menu) page for detailed step-by-step guidance.
Development Plan via Snapshot
Use the Snapshot view to access the Development Plan menu.
Click on the Development Plan link to update the current plan, view the current progress, and more.
Click on the Create New Plan button to create a new plan.
Performance Documents via Snapshot (Current & Historical Documents)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.
To download the document, click on the title of the document.
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