Create reviews, track achievements, and document performance.

---

Performance Metrics

CareCade automatically tracks:

Metric	Description
Appointments Completed	Total visits finished
On-Time Rate	% of appointments started on time
Client Rating	Average family feedback (1-5 hearts)
Documentation Quality	Session notes completeness
Goals Completed	Client goals achieved
Incidents	Number of incidents reported

---

Viewing Performance Stats

Individual Stats

1. Go to Team → Select team member
2. Click Performance tab
3. See metrics for selected period

Team Comparison

1. Go to Reports → Team Performance
2. Select date range
3. Compare all team members

---

Creating a Performance Review

Step 1: Start Review

1. Go to Team → Select team member
2. Click Reviews tab
3. Click + New Review

Step 2: Review Details

Field	Description
Review Type	Annual, Quarterly, Probationary
Review Period	Date range being reviewed
Reviewer	Who is conducting (you)

Step 3: Rate Categories

Score each area (1-5):

Category	What to Consider
Reliability	On-time, consistent attendance
Quality of Care	Client outcomes, family feedback
Documentation	Timely, complete session notes
Communication	Response time, professionalism
Teamwork	Collaboration, covering shifts
Initiative	Going above and beyond

Step 4: Comments

Add narrative feedback:

• Strengths — What they do well
• Areas for Improvement — Growth opportunities
• Goals — Objectives for next period

Step 5: Save

• Save Draft — Continue editing later
• Complete Review — Finalize and notify employee

---

Review Workflow

Status	Description
Draft	In progress, not visible to employee
Completed	Finalized, employee notified
Acknowledged	Employee has viewed
Signed	Employee has signed off

Employee Acknowledgment

After completing:

1. Employee receives notification
2. They review in their portal
3. They can add comments
4. They sign electronically

---

Achievements

Track positive accomplishments:

Adding an Achievement

1. Go to Performance tab
2. Click + Add Achievement
3. Enter:
   • Title
   • Date
   • Description
4. Save

Achievement Examples

• Perfect attendance month
• Client compliment received
• Certification obtained
• Going above and beyond

Achievements appear on employee profile and in reviews.

---

Performance Improvement

For underperforming staff:

Creating Improvement Plan

1. In Performance tab
2. Click + Improvement Plan
3. Document:
   • Areas needing improvement
   • Specific goals with deadlines
   • Support/resources provided
   • Consequences if not met

Tracking Progress

• Schedule check-in dates
• Document progress notes
• Update plan as needed

---

Generating Review PDFs

Create formal review documents:

1. Open completed review
2. Click Generate PDF
3. Download or email to employee

PDF includes:

• All ratings and comments
• Performance metrics
• Signature lines
• Company branding

---

Review Schedule

Recommended Frequency

Review Type	When	Purpose
Probationary	90 days	Confirm continued employment
Quarterly	Every 3 months	Regular check-in
Annual	Yearly	Comprehensive review, raise decisions

Setting Reminders

1. Go to Settings → Reviews
2. Enable Auto-Reminders
3. System notifies you when reviews are due

---

Tips

• Review regularly — Don't wait for annual review
• Be specific — Use concrete examples
• Balance feedback — Acknowledge strengths and areas for growth
• Document everything — Important for HR records

---

Related Articles

• Compensation & Pay Rates — Adjust after reviews
• Warnings & Disciplinary Actions
• Team Performance Analytics