Video

This video details the “Snapshot” feature which gives you a current picture of a team member’s status in the system, including competencies, goals, evaluations, and more.

Click the hamburger symbol Click admin, then click Users Under search fields, click Add User The information you will need to add: First name Last name User Name and User ID (these should be the user’s email address) You can also opt to enter hire dates for your team as well as the user’s address

Step 1: The Spreadsheet Template Download the spreadsheet here All fields that have a red heading are required. You may fill in as many additional fields as you wish. In the Hospital Role column, you will need to enter the Position ID to assign the role that BEST MATCHES the new user’s role. Here are

Click the hamburger icon and then click Performance. Click Goals Click Create You can create a new, custom goal, or you can use one of the many goals in the library. To access these, Choose a goal template by clicking the radio button next to it. Click Import If you want to add additional information,

Click Development Plans To create a plan based on a template: Click the button with 3 dots at the top right side of the page Click Create Plan From Template From the list, you can preview the plan by clicking preview. Click Apply Template to choose a template You can make changes to the fields

There are many performance review templates in the system. You will want to choose the one that best correlates to the role of the person you are reviewing. Click the hamburger icon and click Performance Click Performance reviews At the top right of the page, click Launch Review Click Someone Else (unless you want to

Check-ins allow you and your team to have ongoing conversations about their performance, their job satisfaction, and their ideas about the practice. iVET360 recommends holding these meetings with each team member monthly. If you have a larger team (more than 15 members), your supervisors can perform these with their teams, with you participating in one

LearningVet offers you the ability to provide feedback to your team. While we at iVET360 never recommend providing critical or constructive feedback via electronic means, this can create a great opportunity for you to share positive feedback with your team when you have a moment to do so. Click the hamburger icon, then click Home.

This will be the same instructions for any person who is to fill out a competency assessment for someone on the team. On your Welcome page, under Action Items, you should see “Complete (competency assessment name) Click the assessment link, then click Continue Click Begin on the assessment that you want to complete. Rate the

Competency assessments are similar to performance reviews but can be completed at any time to help a team member understand where they are currently, and what they need to work on. Competency assessments can also help you, as a manager, understand where to direct training efforts. One of the best things about competency assessments is