From your profile, you can go to ‘Position’ and view details and history regarding your Position.

• Your Title will be displayed, with a down arrow that toggles your Start Date, Supervisor and Description.
• Your Check In Schedule and Next Appraisal date will also be displayed.
• You can request a Check In with your Supervisor at any time by clicking the Check In button, select a topic and click ‘Send Request’.
• Supervisors also have an edit icon (pencil) to quickly change the Start Date, Check In schedule or Appraisal date.

CPR Activity

This is where the Supervisor and Employee can view a history of communication and activity. Agents do have access to this section.

• Your Position history is listed, with your current Position labeled as such.
• Filter … The list of items can be filtered down by selecting Other, Personal, Skipped, Confirmed.
• Supervisors can click ‘Complete This Check In’ to add comments (viewable by both Supervisor and Employee) and add notes (viewable only by the Supervisor).

Responsibilities

A Responsibility is a duty or significant activity that a person will be accountable to perform or complete; broad and not bound to time; these can be added/edited at a later time. The Position Responsibilities (directly related to the job) are shown in blue, and primary Responsibilities can be designated. Other Responsibilities (auxiliary; assigned by someone other than the Supervisor) are shown in gray.

Here, the Supervisor, Agents, and Employee can review Responsibilities.

• The Supervisor and Employee can make changes to Commitments.
• The Supervisor can add or edit Responsibilities.
• Agents can add new Responsibilities, but only of type Other.
• There is no limit to the number of Responsibilities a Job can include.

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Version(s): GideonSoft 2022 Release 2 and later