This article will show you how you can view each of your own or your staff member's goals and track their progress.
This feature is exclusive to certain Phorest subscription packages. If this feature is not available on your current package, you will see an Upgrade Required message on the feature in Phorest Go, which you can tap to your interest in upgrading.
You can track your own goals or your staff member's goals in Phorest Go by going to More > My Performance > My Goals.
You'll be able to see current Active goals, Upcoming goals that haven't started yet, and Completed goals.
If you are managing a team, you can use the Manager View to choose the staff member's name from a drop-down menu and view that staff member's progress with their goals.
Access Required
To see the Manager View, you will need to have access to Phorest Go > Staff Performance > Manager View. If you don't have access, you will only see the Staff View. To learn more about updating your access settings, check out this guide.
Staff View |
Manager View |
Multiple Locations in Phorest
If you have multiple locations in Phorest, the progress of goals is tracked across all of your locations. If you'd like to see individual breakdowns in staff performance, you can check out this guide to find out how.