Track a Team Member's Progression

At a glance

Tracking a team member's Leadership Progression shows you where they stand on the store's internal development and promotion track. You can see their current stage, the milestones they have completed, the milestones still ahead, and any notes attached to their progression history. Use this workflow during one-on-ones, performance reviews, and promotion conversations.

Before you start

1. You need a role with permission to view Leadership Progression. Manager-level access or higher is required to view and update a team member's progression record.
2. The team member must have a profile in OneClick.
3. The store's Leadership Progression track must be configured. Progression tracks are configured at the store level. The Operator or Director sets up the track structure in the Leadership settings.
4. Estimated time: under two minutes for a view; longer if you are updating milestones.

Steps

1. Select Team from the left navigation menu and open the team member's profile.
2. Leadership Progression is accessed from the team member's profile under the Progression tab.
3. The Progression tab displays a list of stages, each containing milestones with completion status indicators showing which have been marked complete and when.
4. Completed milestones display the completion date and the name of the leader who marked them complete. Optional notes added at the time of completion are also shown.
5. If you need to update a milestone, see Update a Progression Milestone. Updating is a separate workflow.
6. You should now have a clear picture of the team member's current stage, what they have completed, and what is next. Capture any decisions or next steps in your one-on-one notes outside OneClick if your store tracks coaching notes separately.

Video

Video coming soon.

Common gotchas

The team member has no Leadership Progression data.

Three likely causes. First, the team member has not been started on the progression track yet. Team members are not automatically enrolled on a progression track. A leader with Manager access or higher must start the track for a team member from their profile. Second, the store's progression track is not configured. Third, your role does not have permission to view progression data and the tab is hidden.

The milestones I see do not match what I expect.

Progression tracks can be configured differently per store or per organization. Track configuration is store-level. Each store can use the default track structure or have a customized track set up by the Operator. Check with whoever owns your store's progression setup to confirm the track you are viewing is the right one.

A team member completed a milestone but the system does not show it.

Milestones are recorded manually, not inferred from other OneClick activity. If a milestone is complete and the record does not reflect it, the update has not been made. See Update a Progression Milestone.

Multiple stores show the same team member with different progression stages.

Progression records are store-scoped. A team member who works across multiple stores will have a separate progression record at each location.

I want to see progression for my whole team at once, not one team member at a time.

A team-wide progression summary view is available for leaders with appropriate access from the Leadership section of the app.

Related articles

1. Understand Leadership Progression (Reference)
2. Update a Progression Milestone (How-To Guides)
3. Understand Permission Levels (Reference)

Still stuck

If the Leadership Progression tab does not appear, progression data does not match what you expect, or you cannot update a milestone, submit a support ticket with your store number, the team member's name, the stage or milestone in question, and a screenshot of the progression view.

Support typically responds within one business day.