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Comment: Published by Scroll Versions from space THM and version 13

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ColumnDescriptionNotes
Activity titleThe name given to the activity. Click the title to view the activity.-
Type

Displays the type of activity from the following options:

  • Feedback
  • Check-in
  • Appraisal
-
Your progress

This shows the user's progress through the activity:

  • Not yet started
  • In progress
  • Complete
  • Not submitted
  • n/a (view only)
If a due date has been set for the activity and this date has passed without you completing the activity then there will be an Overdue warning alongside your progress.
Overall activity progress

This column indicates the overall progress of the activity:

  • Not yet started
  • In progress
  • Complete

If another participant has started the activity the status will display as In progress, even if the viewer hasn't started the activity.

If a due date has been set for the activity and this date has passed without the activity being completed then there will be an Overdue warning alongside your progress.

Screenshot of the Performance activities screen showing list of activities and progress.Image Modified

Activities about others

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ColumnDescriptionNotes
Activity titleThe name given to the activity. Click the title to view the activity.-
Type

Displays the type of activity from the following options:

  • Feedback
  • Check-in
  • Appraisal
-
UserThe name of the Subject (i.e. the person being appraised) of the activity.-
Relationship to user

Displays the viewer's relationship to the activity's Subject:

  • Manager
  • Manager's manager
  • Appraiser
-
Your progress

This shows the viewer's progress through the activity:

  • Not yet started
  • In progress
  • Complete
  • Not submitted
  • n/a (view only)
-
Overall activity progress

This column indicates the overall progress of the activity:

  • Not yet started
  • In progress
  • Complete
If another participant has started the activity the status will display as In progress, even if the viewer hasn't started the activity.

Filtering activities

On both the Your activities and Activities about others tabs you can filter the activity lists to find relevant activities. You can filter by the following options:

FilterDescriptionNotes
Type

Select an option to only show a specific activity type (or all types):

  • All
  • Feedback
  • Check-in
  • Appraisal
-
Your progress
  • Not started
  • In progress
  • Complete
  • Not submitted
  • Not applicable
-
Overdue activities onlyToggle this setting on to only show activities which have not been submitted and have passed their due date.-

Selecting an activity

Clicking the activity title will take you to the start of the activity. You can also click the arrow icon () to show the activity details.

When expanded you can see the date the subject instance was created, each of the sections (if enabled), the participants involved and the status of each participant instance (e.g. In progress or Complete). You can close the panel by clicking the arrow icon again or by clicking the cross () in the top-right corner.

Viewing the details of a performance activity.Image Modified

If the activity has multiple sections you can also jump straight to a specific section rather than starting from the beginning of the activity. To jump to a section simply click the section name in the expanded activity details panel.

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Note

Once submitted, your responses will be visible to other users who have permission to view them.

You will not be able to update your responses after submission.

An example of a manager completing a check-in activity about an employee.Image RemovedAn example of a manager completing an activity about an employee.Image Added

Viewing responses

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Note

If you are a View-only participant then you will also be affected by the Visibility condition setting when the performance activity was created. 

You see see more on the Creating performance activities page.

Totara Academy

The Totara Academy has a whole course dedicated to Running successful check-ins in Totara. Here you can learn more on how to set up and use performance activities for check-ins, see best practice, and give it a go yourself.

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