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Boost Workforce Efficiency with Automated Performance Reporting and Invoice Generation


As a business owner or manager, tracking employee performance is critical to ensuring that your organization is running efficiently and effectively. However, manual methods of tracking performance, such as spreadsheets or paper-based reports, can be time-consuming and prone to errors. That's where automation comes in. By using technology to streamline the process of tracking employee performance, you can save time, reduce errors, and get more accurate and comprehensive reports.

Here is a step-by-step guide on how the employee performance tracking process works with automation:

  1. Task assignment: First the manager assigns projects and associated tasks to the employees, which includes the details and deadlines of each project.

  2. Task completion: Upon completion of the task the employee updates the status to ''Review''. After review, the manager approves the time and updates the status to "Done" on the Monday board.

  3. Automatic invoice generation: Upon client approval of a task, the manager initiates invoice generation and a weekly automated invoice is generated to the client.

  4. Performance reports: At the end of each month, the manager can access the performance report of each employee through the dashboard. The report provides a comprehensive overview of the employee's performance.

  5. Data analysis: The management team can use performance reports to analyze the data and identify areas for improvement. This information can be used to make data-driven decisions to boost employee productivity.

Monday Board

By following these simple steps, our automation provides an efficient and effective solution for tracking employee performance. The automation of the process saves time, reduces errors, and provides detailed insights into employee performance.

Automation Flow

Monthly Performance Report

Apps Used

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