Memahami User Role 👥

Perfomaks memiliki 3 role utama dengan tanggung jawab dan akses yang berbeda. Pahami perbedaannya untuk memaksimalkan penggunaan platform.

🎭 3 Role Utama di Perfomaks

🏢 Admin (Company Owner)
    ↓ mengelola
👔 Manager (Team Leader)
    ↓ mengelola
👤 Employee (Team Member)

🏢 Admin / Company Owner

📋 Tanggung Jawab

Setup & Konfigurasi:

✅ Setup company profile dan branding
✅ Buat struktur organisasi (tim/divisi)
✅ Konfigurasi sistem dan notifikasi

User Management:

✅ Invite dan kelola Manager
✅ Invite dan kelola Employee
✅ Assign role dan permissions
✅ Deactivate/delete users

KPI Management:

✅ Buat KPI template library
✅ Assign KPI ke Manager
✅ Monitor semua KPI di perusahaan
✅ Review dan approve KPI

Monitoring & Reports:

✅ Monitor performa seluruh perusahaan
✅ Lihat dashboard company-wide
✅ Generate company reports
✅ Export data untuk analisis

Billing & Subscription:

✅ Kelola subscription dan payment
✅ Upgrade/downgrade paket
✅ Download invoice
✅ Manage billing information

🔐 Akses & Permission

Fitur	Akses
Company Profile	✅ Full Access
All Users	✅ View, Edit, Delete
All Teams	✅ View, Edit, Delete
All KPIs	✅ View, Edit, Delete
Company Reports	✅ Full Access
Team Reports	✅ View All Teams
Employee Reports	✅ View All Employees
Billing	✅ Full Access
System Settings	✅ Full Access

📊 Dashboard Admin

Widgets yang Tersedia:

Company Overview
- Total users
- Active KPIs
- Performance score
Performance Chart
- Company-wide performance
- Monthly trends
- Department comparison
User Summary
- Manager count
- Employee count
- Active users today
KPI Summary
- Total assigned KPIs
- Completion rate
- Pending reviews
Recent Activities
- User activities
- KPI submissions
- System events

📘 Dokumentasi Admin

Pelajari lebih lanjut:

👔 Manager / Team Leader

📋 Tanggung Jawab

Team Management:

✅ Kelola anggota tim
✅ Monitor performa tim
✅ Coordinate team activities

KPI Management:

✅ Assign KPI ke Employee
✅ Set target dan deadline
✅ Track progress KPI
✅ Update KPI jika diperlukan

Review & Approval:

✅ Review daily check-in Employee
✅ Approve/reject KPI submissions
✅ Berikan feedback konstruktif
✅ Evaluate team performance

Reporting:

✅ Generate team reports
✅ Generate employee reports
✅ Analyze team performance
✅ Report ke Admin/Management

Coaching & Development:

✅ Berikan guidance ke Employee
✅ Identify improvement areas
✅ Support team development
✅ Conduct 1-on-1 meetings

🔐 Akses & Permission

Fitur	Akses
Company Profile	❌ View Only
My Team Users	✅ View Only
Other Teams	❌ No Access
My KPIs	✅ Full Access
Team KPIs	✅ View, Assign, Review
Other KPIs	❌ No Access
Team Reports	✅ My Team Only
Employee Reports	✅ My Team Only
Company Reports	❌ No Access
Billing	❌ No Access
System Settings	❌ No Access

📊 Dashboard Manager

Widgets yang Tersedia:

Team Performance
- Team overview
- Performance score
- Active members
My KPIs
- KPIs assigned to me
- Progress tracking
- Deadlines
Pending Reviews
- Check-ins to review
- KPI submissions
- Notifications count
Team Chart
- Individual performance
- Comparison chart
- Trend analysis
Quick Actions
- Assign KPI
- Review Check-ins
- View Reports

📘 Dokumentasi Manager

Pelajari lebih lanjut:

👤 Employee / Team Member

📋 Tanggung Jawab

Daily Tasks:

✅ Check-in harian
✅ Update progress KPI
✅ Upload bukti/evidence
✅ Submit completed KPI

Performance Tracking:

✅ Monitor KPI progress
✅ Track personal performance
✅ View performance history
✅ Understand performance metrics

Communication:

✅ Respond to Manager feedback
✅ Request review when needed
✅ Ask questions/clarifications
✅ Report issues/blockers

Self-Development:

✅ Review own performance
✅ Identify improvement areas
✅ Set personal goals
✅ Learn from feedback

🔐 Akses & Permission

Fitur	Akses
Company Profile	❌ View Only
My Profile	✅ Edit Own Profile
Other Users	❌ No Access
My KPIs	✅ View, Submit
Other KPIs	❌ No Access
My Reports	✅ View Own Reports
Team Reports	❌ No Access
Company Reports	❌ No Access
Billing	❌ No Access
System Settings	❌ No Access

📊 Dashboard Employee

Widgets yang Tersedia:

My KPIs
- Assigned KPIs
- Current progress
- Deadlines
Today's Check-in
- Quick check-in form
- Upload evidence
- Submit button
Performance Score
- Current score
- Monthly trend
- Achievement badges
Recent Activities
- Check-in history
- KPI submissions
- Manager feedback
Quick Actions
- Submit Check-in
- Submit KPI
- View My Reports

📘 Dokumentasi Employee

Pelajari lebih lanjut:

📊 Perbandingan Lengkap

Tabel Perbandingan Fitur

Fitur	Admin	Manager	Employee
Setup Company	✅	❌	❌
Manage Users	✅	❌	❌
Create Teams	✅	❌	❌
Assign KPI to Manager	✅	❌	❌
Assign KPI to Employee	✅	✅	❌
Review Check-ins	✅	✅	❌
Submit Check-in	✅*	✅	✅
View Company Reports	✅	❌	❌
View Team Reports	✅	✅	❌
View My Reports	✅	✅	✅
Manage Billing	✅	❌	❌
System Settings	✅	❌	❌

*Admin bisa submit check-in jika punya KPI assigned

🎯 Workflow Antar Role

Typical Workflow:

1. Admin Setup
   ↓
   - Create company profile
   - Create teams
   - Invite Manager & Employee

2. Admin Assign KPI to Manager
   ↓
   - Manager receives KPI
   - Manager tracks own KPI

3. Manager Assign KPI to Employee
   ↓
   - Employee receives KPI
   - Employee starts check-in

4. Employee Submit Check-in
   ↓
   - Manager reviews
   - Manager gives feedback

5. Employee Submit KPI
   ↓
   - Manager reviews & approves
   - Admin monitors overall

6. Reports & Evaluation
   ↓
   - Admin: Company reports
   - Manager: Team reports
   - Employee: Personal reports

💡 Tips Berdasarkan Role

Untuk Admin:

✅ Delegate Wisely - Assign Manager yang capable ✅ Monitor Regularly - Check dashboard daily ✅ Set Clear Expectations - Communicate KPI clearly ✅ Provide Resources - Support team dengan tools ✅ Review Periodically - Evaluate system effectiveness

Untuk Manager:

✅ Be Available - Responsive untuk tim ✅ Give Timely Feedback - Review check-in daily ✅ Set Realistic Targets - KPI achievable tapi challenging ✅ Communicate Often - Regular 1-on-1 dengan Employee ✅ Lead by Example - Complete own KPI dengan baik

Untuk Employee:

✅ Check-in Daily - Konsisten update progress ✅ Be Honest - Report actual progress ✅ Ask Questions - Jangan ragu bertanya ✅ Upload Evidence - Sertakan bukti achievement ✅ Learn from Feedback - Improve berdasarkan feedback

🚀 Mulai Sesuai Role Anda

❓ FAQ

Bisakah satu user punya multiple roles?

Jawab: Ya, satu user bisa punya multiple roles. Contoh:

Admin yang juga Manager
Manager yang juga Employee (di tim lain)

Akses akan digabungkan (highest permission wins).

Bagaimana cara ganti role user?

Jawab: Hanya Admin yang bisa ganti role:

Masuk ke User Management
Pilih user yang akan diubah
Edit role
Save changes

Apakah Employee bisa lihat KPI Employee lain?

Jawab: Tidak. Employee hanya bisa lihat:

KPI sendiri
Performance sendiri
Reports sendiri

Privacy dijaga untuk setiap Employee.

🆘 Butuh Bantuan?

💬 WhatsApp:
Chat dengan Tim

📧 Email:
hello@perfomaks.com

📚 Dokumentasi:
Panduan Lengkap

Pahami role Anda dan maksimalkan penggunaan Perfomaks! 🚀

Panduan Penggunaan Perfomaks

Memahami User Role

Memahami User Role 👥

🎭 3 Role Utama di Perfomaks

🏢 Admin / Company Owner

📋 Tanggung Jawab

🔐 Akses & Permission

📊 Dashboard Admin

📘 Dokumentasi Admin

👔 Manager / Team Leader

📋 Tanggung Jawab

🔐 Akses & Permission

📊 Dashboard Manager

📘 Dokumentasi Manager

👤 Employee / Team Member

📋 Tanggung Jawab

🔐 Akses & Permission

📊 Dashboard Employee

📘 Dokumentasi Employee

📊 Perbandingan Lengkap

Tabel Perbandingan Fitur

🎯 Workflow Antar Role

Typical Workflow:

💡 Tips Berdasarkan Role

Untuk Admin:

Untuk Manager:

Untuk Employee:

🚀 Mulai Sesuai Role Anda

Saya Admin:

Saya Manager:

Saya Employee:

❓ FAQ

Bisakah satu user punya multiple roles?

Bagaimana cara ganti role user?

Apakah Employee bisa lihat KPI Employee lain?

🆘 Butuh Bantuan?