Team Leader Signoffs, for Staffers

What is a sign off?

Feedback to your agency on your teams attendance record and their performance rating for that activity day.

How? 

At the end of your activity day you will receive an email with a link to sign offs.  Click on the link and you’ll be taken to a page that looks like this:

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Signing off…

Staffers are all given a default rating of 3 stars (Good).  If your staff did a good job and didn’t stand out in any way, we ask that you keep the rating at 3 stars.  This is a good score.

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If the day went without a hitch, simply sign it off.  Easy.

Changing a performance score or adding notes on one of your team

By clicking on the staffer you have the option to increase their number of stars (giving them a better than good rating), or reduce their stars (highlighting a less than satisfactory performance).  You will also be able to state whether the staffer was late, absent etc. and add notes.

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It’s better to leave the notes on a staffer empty unless you have something that you think the managers should know about the staffer, good or bad.

How does the rating work? 

Watu assigns very specific meanings to the stars.  5 stars is A LOT better than 4 stars, and similarly, 1 star is a really bad score, not just marginally worse.  Use ratings judiciously, they can have a severe impact on your colleagues. Also, if you enter any rating other than a 3, please do leave a note expanding on what the staffer did well or badly, to give managers some context for future bookings.

The point of rating staffers is to let your managers know who under performed, and who excelled. This is by definition for people that were out of the ordinary (in either direction). If everyone has 5 stars, we can’t really differentiate them much, and there’s no way to flag the actual rockstars!

NOTE: Staffers do not see the feedback that you give them.

Team Leader Sign-offs, for Managers

This features goal is to improve compliance and the accuracy of the performance data you gather about staff.  We achieve this by enabling your field managers to provide this feedback to you via Watu.

Feedback that you can then review internally, sign off and apply to the staffers notes.

Here’s how:

You have 3 additional options when configuring a role:

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Your options are:

Team Leader

  1. See all team members and their contact phone numbers.
  2. The ability to message their team
  3. The team is able to see who the team leader is and their contact details.

Can See Team Members 

  1. Everyone in the team can see their team members for that activity day

Can Sign Off 

  1. The ability to ‘sign off’ dates.  Learn more about ‘Sign Offs’ here.
  2. Rate the performance of the staffer, including adding notes.  Learn more about scoring here.
  3. Only someone denoted as a team leader can sign off

You decide on the different levels of control and visibility that you want each role to have.

Once you’ve configured the roles, this is how it works:

  1. An activity day takes place.
  2. The field manager/supervisor/event manager, receives an email asking them to confirm attendance of their team and provide performance feedback. See Team Leader Sign-Offs, for Staffers.
  3. You, or your fellow managers back in the office, sign in to Daily Sign Offs and review the field manager has provided.  You can then edit it, or sign it off.
  4. Job done. Enhanced compliance, better performance management.

Team leader sign offs are not final, they are simply the managers feedback to the office on staff performance and attendance.  They still need to be reviewed and signed off by the manager.

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We make the review of your team leaders sign offs incredibly straight forward:

  • Green tick – Everything is fine.
  • Warning sign – The sign off needs to be reviewed.

We will also show you if someone was supposed to sign the shift off but they didn’t, so you can prompt them for their notes on the staffers’ performances and you’ll need to sign off the actual team leaders performance too.

As usual, the ratings are shown within the staffers profile and any notes written by the manager (and signed off), are visible to any managers viewing the staffers profile.

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To turn on this feature simply configure the permissions that staffers should have based on their roles by going to your admin panel, and Roles.

Getting Started on Watu

Ready to get your company fully set up and start realising the productivity gains of Watu?  Here’s your 3 step guide to setting up:

1. Register your details to begin your free trial

2. Click on settings to access:

  • General: customize your account with your logo, background and more
  • Profile Template: change the registration questions for staffers. Send an email with required changes to info@watuapp.com Read about the potential of your customized profile template with regards to setting it up and search power.
  • Message Templates: edit the wording to make the messages sound more like you
  • Terms of Engagement: paste your T&C’s here for staffers to agree to them upon sign up

3. Send us a CSV with the following information of staffers currently on your books and we’ll import it for free:

  • First name
  • Last name
  • Email address
  • Cell phone number

Once imported, they’ll receive an email inviting them to update their profiles. You’ll notice your ‘Pending’ section in staffers expanding as the staffers sign on to your new database- just click to approve and get them booked in.

Prefer this information in video format? Here you are!

Extra Tidbits:

Want to link Watu to your website? Just ask your web developer to create a button linking your Watu web address (yourbusinessname.watu.carouselapps.com) to the staff button on your webpage. That way you can direct new applicants and staff signing in to exactly the right page.

Check out our videos: We’ve created demonstration and training videos as well as top tips for our managers. Have a look here!

You’ll be all systems go within a couple days of signing up to Watu. And whenever you have a question, just hit ‘tech support‘ for a quick reply from the team.