PDM Monthly People Tasks
A focused view of your PDM monthly responsibilities. Tasks are organized by week in a five-week month, with ongoing and weekly routines showing every week.
Reviews due each month, grouped by the manager responsible for writing them (from the Crew Division Guide). Check off when presented to the employee and record the date presented. Add or remove names as your team changes.
Everyone in the store. Group by Department supported to mirror your Crew Division Guide, or by Review-writer to see everyone one person writes reviews for in one place (e.g. all Team Leaders under Tak). Each person has a department and a separate review-writer — change the writer and the Reviews tab updates instantly (no redeploy). Swing-buddy responsibilities are editable inline. Mark people LOA to highlight them and skip their reviews while on leave.
Everyone's service anniversary by month for the selected year, with start date and years of service. Milestone years (1, 3, 5, 10, 15, 20, 25, 30…) are highlighted. Check off when the award/recognition is handed out.
Record the Employee of the Month for each month. Type a name and it saves automatically. Tick “given” once the package is handed out.