Airtable

How to use Airtable for tracking employee performance?

Discover ways to monitor employee performance seamlessly with Airtable. From the initial setup to expert advice, this guide helps boost productivity and uncover valuable insights.

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Overview

Airtable is a dynamic and flexible platform perfect for tracking employee performance. It's as easy as a spreadsheet yet as powerful as a database. Managers can effortlessly monitor metrics, set goals, and provide feedback. Customizable templates and real-time collaboration make organizing data a breeze. Integration capabilities add another level of convenience. With performance dashboards and individual scorecards, Airtable caters to diverse performance tracking needs, boosting both individual and company growth.

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How to use Airtable for tracking employee performance?

Step 1: Set Up Your Airtable Base

Start by creating a new base in Airtable to keep track of employee performance. You can either go with a blank template or check out some existing ones that might fit your needs.

Step 2: Add Tables for Data Organization

You'll need a few tables to keep everything organized:

  • Employees: This is where you'll store basic info about your employees like their name, position, department, and when they started.
  • Performance Metrics: Here, list the metrics or criteria you'll use to evaluate performance, like KPIs, goals, and competencies.
  • Reviews: Use this table to record performance evaluations, including scores and feedback from managers.
  • Development Plans: Document action plans for employee growth and skill development here.

Step 3: Define Fields in Each Table

Customize the fields in each table to capture all the details you need:

  • Employees Table:

  • Employee ID (Single line text)

  • Name (Single line text)

  • Position (Single line text)

  • Department (Single line text)

  • Start Date (Date field)

  • Performance Metrics Table:

  • Metric ID (Single line text)

  • Metric Name (Single line text)

  • Metric Description (Long text)

  • Reviews Table:

  • Review ID (Single line text)

  • Employee (Link to Employees table)

  • Metric (Link to Performance Metrics table)

  • Score (Number or Rating)

  • Reviewer (Single line text)

  • Review Date (Date field)

  • Comments (Long text)

  • Development Plans Table:

  • Plan ID (Single line text)

  • Employee (Link to Employees table)

  • Development Goal (Single line text)

  • Action Steps (Long text)

  • Target Date (Date field)

  • Completion Status (Single select)

Step 4: Link Tables

Connect the tables by linking relevant fields:

  • In the Reviews table, link the Employee field to the Employees table.
  • Also in the Reviews table, link the Metric field to the Performance Metrics table.
  • In the Development Plans table, link the Employee field to the Employees table.

Step 5: Enter Initial Data

Time to fill in some initial data:

  • Add records for each employee in the Employees table.
  • Define and enter performance metrics in the Performance Metrics table.
  • Add past performance reviews in the Reviews table.
  • Create development plans in the Development Plans table.

Step 6: Create and Customize Views

Set up different views to make managing data easier:

  • Grid View: This is the default view for adding and editing records.
  • Calendar View: Great for visualizing review dates and development plan target dates.
  • Kanban View: Organize development plans by their completion status.

Step 7: Set Up Filters and Groupings

Use filters and groupings to keep things organized:

  • Filter records in the Reviews table by date, department, or specific employees.
  • Group records in the Development Plans table by completion status for a clear overview.

Step 8: Automate Notifications

Automate notifications to remind managers of upcoming reviews or pending development actions:

  • Use Airtable's Automation feature to set up reminders based on specific criteria (e.g., review dates).

Step 9: Share With Stakeholders

Share your Airtable base with relevant stakeholders like HR managers and team leaders. Adjust permissions to keep data secure and confidential.

Step 10: Regular Updates and Maintenance

Keep the base updated with new performance reviews, metric adjustments, and development plans. Make sure all data is current and accurately reflects employee performance.

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