- User Guides
- Getting Started
- Organization Chart
- Job Descriptions
- Four Key Functions
- Four Key Functions
- Sub Functions
- Adding Processes to the Four Functions
- Deleting Processes
- Moving Processes from One Key Function to Another
- Moving / Recording Processes within a Key Function
- Printing Process Lists
- Process Color Identification
- Mark a Process as Complete
- Adding From a Process Library
- Process Documentation Tools
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and The Archive Folder
- Printing Process Tools
- Saving Process Tools
- Reordering Process Tools
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Editing Existing Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio
- Using AI to Build Process Tools
- Control Panel
- Management Review
- Process Assignment
- Reports
- Account Administration
- User Settings
- Training Webinars
- How to Videos
- Contact Support
Managing employees effectively is key to any business’s success, and having clear, documented steps for employees to follow is essential. The **Management Review** feature in TouchStone helps managers review how well employees are following these documented processes, ensuring that tasks are done consistently. Managers can also use it to track employee training, assign new processes, and generate management reports.
Here’s how managers can use Management Review for employee management:
1. **New Employee Training/Onboarding**
Organize training by creating a structured list of tasks and timelines for new employees. This helps ensure that each part of their training is completed on time.
2. **Ongoing Management & Accountability**
Assign processes to employees and monitor progress for:
– Continuous training and accountability
– Delegating tasks and verifying their completion
– Correcting errors or forgetfulness
– Quality control, audits, compliance, and safety
– Announcing new or updated processes
– Guiding employees on goals and tracking their progress
This helps managers support employee growth and keep operations running smoothly.
When issues arise in an employee’s work, Management Review equips managers with a structured approach to identify the specific processes involved, allowing for targeted corrective actions through process innovation or retraining as needed.
**Note**: Before utilizing the Management Review feature, ensure a thorough understanding of the Control Panel functionality (refer to the Control Panel section in this manual).
Continue below for additional resources: