The Task module can quietly produce objective, per-person KPI data as a by-product of normal work — so managers rate only the exceptions and everyone has a fair, visible record. It is a signal, not a verdict.
How a task gets a grade
Every closed task can carry one of three grades: Exceeds Expectations, Meets Expectations or Needs Improvement.
A grade comes from one of four sources:
- Manager rated — a person reviews the output and chooses the grade.
- Automatic (work-time) — where a target is set, the system compares the time taken to the target: faster than 90% → Exceeds, within ±10% → Meets, more than 110% → Needs Improvement.
- Auto-approved (review window lapsed) — if nobody reviews within 48 hours, the task closes as Meets (never a penalty).
- Learning check (topic mastery) — a monthly score from myWork Learn, banded on how well you answered a topic's KPI-flagged questions. Unlike the others it is recomputed during the month as you answer, so it reflects present competency rather than a past event.
Work-time is the time the task was actually worked
For a task, work-time is the time it was In Progress, recorded as stretches of work: from Start (or Resume) until Pause, Finish, a hand-over to someone else, or clocking out. Every stretch is on the task's Time tab.
- Pausing never removes time already worked. It only stops the clock while you are not working, so a pause cannot make a task look faster than it was.
- If your company pauses tasks at clock-out, lunch breaks and nights are not counted either. Clocking back in the same day carries the task on; the next day you press Resume.
- A task that changed hands is graded on the graded person's own time only. Nobody is measured on time someone else spent.
The practical rule for managers is unchanged: a Target (minutes) suits work done in one sitting. For work that naturally spans several days, consider leaving the Target empty; with no target there is no automatic grade, and the task is rated by hand.
(Work-Order steps are measured separately, from the activity trail: active time minus paused time.)
It is opt-in
Automatic grading only happens where a target has been set for the task — either on the task itself or through a configured KPI target for that kind of work (needs the Configure KPI targets permission). No target, no auto-grade; the grade stays manual.
A task you create for yourself is never a KPI sample, because nobody else can review it.
Roll-up
A parent task's grade is the blend of its sub-tasks' grades — so delegated and broken-down work aggregates upward without separate rating.
Everyone sees their own
Any employee can open Tasks & Projects → My KPI to see their own rolling score and the individual observations behind it. When a colleague (rather than your line manager) has graded you, the page splits the score into Formal (line-manager + system) and Peer feedback, so a peer's opinion is shown separately from the formal record. There are no hidden scorecards.
The fairness rules (non-negotiable)
- Transparency — workers always see their own KPI.
- Never penalise on missing data — incomplete data grades to Meets, not down.
- Discipline is a human decision — a Needs Improvement never triggers any automatic disciplinary action; escalation (for example to an incident) is always a manager's manual choice.
Related: Reviewing work: rate, request changes and the 48-hour window · Creating and assigning tasks.