This article explains how managers can use Performance management on the Deputy mobile app.

If you're new to Performance management, we recommend reading the Introduction to Performance Management first. It provides an overview of the feature, including how to manage settings and how to use it in the Deputy web app.
 

Before you read

• Target audience: This article is for users with System Administrator access and other users with permissions to access Performance management.
• Plan restrictions: To access Performance management, you'll need a Deputy HR subscription.
• Device differences: The screenshots in this article are from the iOS version of the app. Visuals and layout may differ slightly on Android devices.

This article covers

• What can I do on the mobile app?
• Where to access Performance management 
• Using Performance management
  • View performance notes
  • Write performance notes
• Note visibility
• How do my team members view their performance notes?
• FAQs

What can I do on the mobile app?

Managers can use Performance management to:

• View all performance notes for direct reports, including notes you've created and notes created by other managers
• Add new performance notes for any team member you manage, including adding attachments and tags

Note: If you want to change your organization's Performance management settings, you'll need to use the Deputy web app. For more information, see How to manage settings for Performance management.
 

Where to access Performance management 

On the mobile app, open a team member's profile and select the Performance section to view or create performance notes.

Team member Performance section

1. On the mobile app, tap the People button in the bottom navigation bar. 

2. Search for the team member you want to view or create a performance note for. You can scroll the employee list or type their name into the search bar. 

Tap the team member's profile.

3. Tap Performance.

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Can't see Performance? See our Before you read section. You should also check that you have the most recent Deputy app update. 
 

Using Performance management

View performance notes

To view a team member's complete performance note history, go to the Performance section of their profile.

Performance notes are displayed in reverse chronological order, with the most recent note shown first.

Write performance notes

To create new performance notes for a team member, go to the Performance section of their profile.

1. Tap the plus (+) icon at the top-right corner of the screen.

2. A New note screen will open. Select the relevant Note visibility setting for the new performance note, then click Apply. 

The note visibility options are:

• Managers only (default setting): The note is visible only to managers/admins. This is best suited for internal notes. 
• Share note with [Employee name]:  The employee can view that specific note in their Deputy mobile app. Use this for sharing constructive feedback you want acknowledged, positive recognition or documenting agreed actions.

3.  Type the performance note for the employee. 
  
If relevant, you can also upload file attachments, assign tags and link to shifts if relevant by clicking the icons directly under your performance note. 

5. Tap Publish to save the note. 

Note visibility

Managers can choose whether to share performance notes with a team member while creating the note. 

By default, all performance notes are set to Managers only. Before publishing, you can change the visibility to share the note with the employee. Once a note has been published, its visibility cannot be changed. 

This setting must be selected for each individual note.

To share a performance note written on the mobile app, tap Managers only, then select Share note with [Employee name]. Once published, the team member will be able to view the note in their Deputy mobile app.

The note visibility options are:

• Managers only (default setting): The note is visible only to managers/admins. This is best suited for internal notes. 
• Share note with [Employee name]:  The employee can view that specific note in their Deputy mobile app. Use this for sharing constructive feedback you want acknowledged, positive recognition or documenting agreed actions.

How can team members view their performance notes?

See the instructions in our Introduction to Performance management.
 

FAQs

Why can't I see the Performance tab on my mobile app?

Can I edit or delete a note after it's been published? 

No. Currently, you can't edit or permanently delete a note after it has been published. You can however archive a published note which removes it from the employee's view (if shared). We recommend checking the message contents and settings carefully before you click Publish.

Note: Archiving notes on the mobile app is currently only available for Android devices. If you have an iOS device, you can use the web app to archive performance notes.