How to create a portfolio?

Note: Portfolios can be created only by admin and manager roles.

To understand difference between the roles read this article.

Step 1

Proceed Portfolio page ๐Ÿ”ฝ

  • You can either view existing portfolios or create a new one

Step 2

  • You can allow employees to view each other's score

  • You can add a reward for the portfolio you are creating

Step 3

  • View the portfolio that you just created

Now that you have created your first portfolio, you can monitor its progress throughout the period of its activity.

You can monitor:

  • Employee Scores

  • Overall Portfolio Score

  • Top Employee

  • Due Dates

  • Reward Status

Next Articles

Did this answer your question?