Performance Reports

Analyze performance trends across goals, reviews, and check-ins.

Accessing Reports

• Go to Reports → Performance Report

Insert Screenshot: Report Builder Interface

Generating a Report

• Select:
  • Report Type (Goal Completion, Review Ratings, etc.)
  • Filters (Department, Role, Date Range)
• Click Generate Report

Exporting Reports

• Click Export → Choose PDF or Excel

Troubleshooting

• Report not generating → Check filters and data availability
• Export failed → Try smaller date range

Check-ins

Support continuous feedback through regular manager–employee discussions.

Accessing Check-ins

• Go to Performance → 1:1 Meetings

Insert Screenshot: Check-in Calendar View

Scheduling a Check-in

• Click Schedule Check-in
• Select employee, date, and time
• Add agenda → Click Save

Insert Screenshot: Schedule Check-in Form

Documenting a Check-in

• Open scheduled check-in
• Fill in: Summary, action items, next steps
• Save or share notes

Troubleshooting

• Calendar not syncing → Check integration settings
• Notes not saving → Verify internet connection

Performance Reviews

Conduct structured evaluations with ratings, feedback, and approvals.

Accessing Reviews

• Go to Performance → Reviews

Insert Screenshot: Review List View

Starting a Review

• Click Start Review
• Select employee and review cycle
• Fill in: Ratings, feedback, attachments
• Click Submit

Insert Screenshot: Review Form with Rating Scale

Approving Reviews

• Reviewer receives notification
• Click Approve or Request Changes

Exporting Reviews

• Click Download PDF on completed review

Troubleshooting

• Can’t submit → Check required fields
• Reviewer not listed → Verify role assignment

Objectives & Goals

Set, assign, and track goals aligned to company objectives.

Accessing Objectives

• Go to Performance → Objective OKR Score

Insert Screenshot: Objectives List View

Creating a Goal

• Click Add Goal
• Fill in details:
  • Title
  • Description
  • Assigned Employee
  • Deadline
  • Weight (optional)
• Click Save

Insert Screenshot: Add Goal Form

Updating Goals

• Click goal title → Edit
• Update progress or status
• Add comments or attachments

Filtering & Exporting

• Filter by employee, department, or status
• Click Export Goals → Choose format (PDF/Excel)

Troubleshooting

• Goal not saving → Check required fields
• Progress not updating → Refresh or check permissions

Performance Dashboard

Your central hub for monitoring key performance metrics.

Accessing the Dashboard

• Log in to CRMLeaf
• Navigate to Performance → Dashboard

Insert Screenshot: Performance Dashboard Overview

Interface Breakdown

• Widgets → Goal completion %, pending reviews, average ratings
• KPIs → Total reviews, overdue goals, check-in count
• Filters → Department, role, date range

Actions

• Click widgets to drill into detailed data
• Export dashboard insights as PDF or Excel

Troubleshooting

• Dashboard not loading → Refresh browser or check permissions
• Metrics missing → Confirm goals/review data is entered