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Daily Tasks:

1. Fix any errors for the previous day for your direct reports.

1. 1. Select the Monitor menu.
   2. Click on Assignment Status submenu.
   3. Click Search.
   4. Enter the date for the previous work day in both the Start Date and End Date fields (leave the Status field blank).
   5. Click on the Work Schedule Date (underlined in blue) for assignments in error status (ERR).
   6. Click on the Work Schedule Date for any associate reporting to you.
   7. A new tab will appear displaying the associate's Daily Inquiry.
   8. Fix error(s) listed on the screen.
      1. If help is required on a particular error, please see the site super user.
   9. Once all error(s) have been corrected, close the Daily Inquiry screen and you will be taken back to the Assignment Status screen.
   10. Select the next associate from the list.

2. Enter delays or indirects for the previous day for associates reporting to you.

1. 1. Select the Operations menu.
   2. Click on Daily Inquiry submenu.
   3. Click Search.
   4. Change the Schedule Date to the previous work day.
   5. Find the correct associate and click on their Employee ID.
   6. Add the delay/indirect activity into the proper assignment.

3. Run a Performance by Employee report.

1. 1. Select the Report menu.
   2. Click on Cost/Performance submenu.
   3. Choose the following criteria:
      1. Facility: Your Home Facility
      2. Report Name: Performance by Employee
      3. Sub-Total/Total-At: Change to Facility, Employee, Activity
      4. Change the From and To Date to the previous work day
      5. To the right, under Filter Criteria, choose your name in the Supervisor field.
      6. Print report.
   4. Repeat this process, changing the date to represent the week-to-date.

4. Focus on low performers.

1. 1. Select the Operations menu.
   2. Click on Daily Inquiry submenu.
   3. Click Search.
   4. Change the Schedule Date to the previous work day.
   5. Find the first associate from the report that was pulled in daily task #3 (Performance by Employee, previous day) that is below baseline and click on their Employee ID.
   6. Analyze the Daily Inquiry: Why was this associate below baseline?
      1. Possible scenarios:
         • Look at assignments surrounding breaks and lunch. Poor performance on these assignments could mean the associate is leaving early or returning late from breaks/lunch.
         • Are time and attendance punches correct?
         • Look at first assignment of the day. Poor performance could mean associate extended Start of Shift activity.
         • Look for patterns of performance. Negative assignments all day could mean additional training is needed, or the associate is working at a consistently slow pace.
         • Were they credited with all of their breaks and lunch properly and at the correct time?
         • Were the breaks/lunch/indirects/delays slotted within the correct assignments? Look out for breaks attaching to an indirect or end-of-day activity that should be have been credited towards a standard assignment.
         • Identify outliers - random assignments with poor performance that could mean a delay that has not been entered.
   7. Repeat these steps for every associate below baseline.
   8. Formulate an observation/communication plan for low performers.
      1. Take notes with information from Daily Inquiry on "why" the associate performed below baseline.

5. Perform your daily walk-around.

1. 1. Use both previous day and week-to-date Performance by Employee reports to communicate with every associate how they are performing.
   2. Hold the associates accountable to their historical observation results.
   3. Set goals for the upcoming day and week. Then follow up!

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