Performance Agreements

The Performance Agreements provide you with a great overview of your employees and their targets on a team basis, as well as individually.

Last updated: July 24, 2020

Performance Agreements can be found under "Coaching" in the sidebar of Plecto. This is only available to team managers and cannot be viewed by team members.

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An example preview of performance agreements for "Team Champ".

Creating a Performance Agreement

In order to create a performance agreement, you need to be a manager of the team you wish to create a performance agreement for.

Once you have created the agreement, it's only visible to the team managers and not the team members themselves. 

To create a performance agreement you need to follow these steps:

  • Access your performance agreements in the sidebar under the category "Coaching".
  • You can now view your team members and their individual performance agreements for each team you are a manager of.
  • To create a new performance agreement for an employee, click "New performance agreement" below their name and avatar. 
  • Fill out the team of the employee.
  • Choose what formula to track (e.g. "Salesforce Deals Value") and the target for the employee for the selected formula.
  • Choose what time period the performance agreement should use. 

The entire process of creating a performance agreement is also shown here: 

You can add multiple performance agreements to each employee using different formulas, targets or/and time periods.

In order to remove a performance agreement for an employee, you can simply press the small "x" besides the time period.

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