Track a Team Member's Progression

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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. [VERIFY: exact permission label. Likely a View Progression or Manage Progression permission, but confirm.]
2. The team member must have a profile in OneClick.
3. The store's Leadership Progression track must be configured. [VERIFY: confirm whether progression tracks are store-level or organization-level, and where they are defined.]
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. [VERIFY: locate the Leadership Progression tab or section on the profile. It may be a dedicated tab in the profile's tab bar, or surfaced inside another tab.]
3. [VERIFY: view the current stage and completed milestones. Confirm what the UI displays, for example a list of stages with completion indicators, a progress bar, or a timeline view.]
4. [VERIFY: review any notes, dates, or rater attributions attached to completed milestones.]
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. [VERIFY: whether starting a team member on the track is a separate action or whether all team members are automatically enrolled.] 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. [VERIFY: the scope of track configuration.] 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.

[VERIFY: confirm whether progression records are store-scoped or team-member-scoped. If a team member works across stores, this matters for how their record is viewed.]

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

[VERIFY: whether OneClick supports a team-wide progression view or report. If yes, link to it; if no, flag as a future request.]

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.

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Pre-publish checklist status

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26 51d654dd-918f-4e34-97aa-377f0a11db26 complete No em dashes.

27 11187948-86a0-4206-8cf1-7136a5750964 complete No hedge words.

28 69b1ad88-11fc-4ca5-a24c-45c4749ef5d4 complete Role references are permission-based, not role-name-based.

29 a500bb33-725f-4725-8143-ff78e08b9a24 complete Voice: review-notes operator reference cleaned; body text was already clean.

30 1a7fccfb-8867-4e5e-9a05-a151aa6ffbb7 complete Step count within the seven-step guidance.

31 3c90a801-f993-4abb-aa9c-67870c07c26a incomplete UI verified against Production (extensive VERIFY blocks throughout).

32 b3f6f0ab-4e10-422b-947d-869ccfd3f141 incomplete VERIFY blocks resolved.

33 94a13348-8753-408e-924c-ecad4072e6ec incomplete Screenshots to be inserted at decision points.

34 8f87ae27-c4ca-4b3b-ae99-1e151e58b4fd incomplete Reviewed by Jared.

35 c4088a01-5577-4566-a3a8-201ae4ae16b1 incomplete Reviewed by Kevin.