Performance Management
How do I add a new question on my Performance Management template?
This feature is available on Premier and Master editions. Template sections / questions can be created and maintained on the Template Definition screen. Navigation > Config > Human Resources > Performance Management > Template Definition Access the ...
Performance Management | Mass Template Attachment Utility
Overview The Mass Template Attachment Utility screen is used to activate the review process for all employees who have approved KPI’s. Edition This feature is available on Premier and Master editions Navigation Path Navigate > Config > Human ...
How do I configure an employee Exit Interview questionnaire?
This feature is available on the Premier and Master payroll edition. Make use of the following steps to create a unique Exit Interview questionnaire. Step 1: Create and configure the Exit Interview questionnaire on company level. Navigate > ...
What is the Employee Evaluation Defaults report used for?
This feature is available on the Premier and Master payroll edition. The Employee Evaluation Defaults report can be used to ensure that employees have been attached to a template and reviewers before the Contracting Phase starts. It provides extracts ...
On which payroll edition of PaySpace should I be on to activate the Performance Management & Sucession Management module?
The company needs to be on the Premier or Master payroll edition in order for the Performance Management and Succession Planning module to be enabled. Contact the Sales department at sales@payspace.com should you wish to upgrade your payroll edition.
How do I delete an employee's KPIs?
This feature is available on the Premier and Master payroll edition. An employee's KPIs can be deleted on the Employee KPA's tab from the Setup screen under the Performance section of their profile. Navigate > Employee > Performance > Setup > ...
Why do I receive the error: "No sections have been setup for this evaluation, please contact your HR manager." when accessing an employee's performance evaluation?
This applies to the Premier and Master payroll edition. The error "No sections have been setup for this evaluation, please contact your HR manager" will display if no template sections have been created for the related performance evaluation. To ...
How do I change an evaluation's section's weightings ?
This feature is available on the Premier and Master payroll edition. Each section's weighting on an evaluation can be changed on the Template Definition screen. Navigate > Configuration > Human Resources > Performance Management > Template Definition ...
Why is a user directed to another screen when attempting to approve their employee's KPI?
This applies to the Premier and Master payroll edition. A user will be directed to another screen when attempting to approve their employee's KPIs if they have Org Unit Permissions selected. Remove the user's Org Unit Permissions to resolve the ...
Why did the raters not receive a notification when the performance evaluation was sent out?
This applies to the Premier and Master payroll edition. If an evaluation was sent out, however, none of the raters received a notification, it may be that no raters were setup or a notification was not sent to them. Navigate > Employee > Performance ...
How do I create scale definitions and scale options?
This feature is available on the Premier and Master payroll edition. The Scale Definition screen allows the user to define a name for the rating scale that will be applied. One option exists to access the Scale Definition screen Navigate > ...
How do I create KPAs?
This feature is available on the Premier and Master payroll edition. The Employee KPA Definition screen allows the user to define the KPAs the employees will be rated on. One option exists to access the Employee KPA Definition screen. Navigate > ...
How do I create a Performance Evaluation?
This feature is available on the Premier and Master payroll edition. A performance evaluation can be setup as a Performance Review, 360 Review or an exit interview, and is set up using a template. The template can include the following: • Set ...
How do I configure the Succession Planning module?
This feature is available on the Premier and Master payroll edition. The Succession Management-functionality allows the user to add an additional section for the manager to complete during the review process. The information obtained will be ...
Is an employee's performance review also transferred from company to company during the transfer process?
This applies to the Premier and Master payroll edition. No, the Performance Management module is setup per entity and the module and performance reviews can not be carried over from company to company.
How do I resolve the error: "The field KPI Title must be a string with a maximum length of 100"?
This applies to the Premier and Master payroll edition. The error "The field KPI Title must be a string with a maximum length of 100" will display if the KPI Title consists of a length longer than 100 characters. Ensure that the KPI Title fields ...
How do I upload KPIs on an employee record?
This feature is available on the Premier and Master payroll edition. Make use of the following steps to load KPIs on employee profiles. Step 1: Create KPI's on the KPI Setup screen. Navigate > Configuration > Human Resources > Performance Management ...
How do I change the end date for an Evaluation Process?
This feature is available on the Premier and Master payroll edition. The Evaluation Process Screen is used to create and maintain an Evaluation Process. Each Evaluation Process is linked to a Process Type. Typically, many Evaluation Processes with ...
How do I resolve the KPI error: "This sections KPI's do not equal 100%" ?
This feature is available on the Premier and Master payroll edition. The error "This sections KPI's do not equal 100%" will display because the KPI on the Template Section does not equal 100%. Navigate > Configuration > Human Resources > Performance ...
How do I resolve the KPI error: "the weightings on the sections do not equal 100%" ?
This applies to the Premier and Master payroll edition. The error will display if the total weightings of all the KPI Sections added together do not equal to 100%. Check that all the KPA Sections weightings add up to 100. Navigate > Employee > ...
Is it possible to send an employee's performance evaluation score to a specific user?
No. There is no setting that will send an employee's performance evaluation score to a specific user. Company level users, employees and managers will be able to access their scores after completing their evaluations Alternatively, the "allow ...
Why do I receive an Unpredictable Error on the Employee KPA Definitions screen?
This applies to the Premier and Master payroll edition. To clear the error, clear your internet browser's cookies and cache, and try to access the Employee KPA Definitions screen. If the error persists contact support@payspace.com for further ...
Can KPIs be changed after an evaluation is sent out?
This applies to the Premier and Master payroll edition. Once the evaluations have been sent out, no changes can be applied by the employee or the manager to the KPIs. A new Evaluation Process will have to be created. Navigate > Configuration > Human ...
Can the Performance Management module be used to compile surveys?
This feature is available on the Premier and Master payroll edition. Yes. The Performance Management module can be utilised as a review or a survey tool, allowing the user to conduct several processes e.g. Performance Reviews, 360° Reviews, Probation ...
Can I create custom questions for the Succession Management section of a template?
This feature is available on the Premier and Master payroll edition. The Succession Management functionality allows you to add an additional section for the manager to complete during the review process. The information obtained will be available via ...
How can a company level user view the agreement progress of an employee's KPAs and KPIs (Contracting phase)?
This feature is available on the Premier and Master payroll edition. Company level users can view the the agreement progress of an employee's KPAs and KPIs (Contracting phase) on the the Evaluations screen. Navigate > Employee > Performance > ...
What is the system implication if the effective date on an existing template on the Template Definition screen is changed?
The Template Definition screen allows a user to create a scorecard which will be used during the review process. If the effective date of an existing template is edited on the Template Definition screen is changed, a copy of the template will be ...
What is the Template Definition screen used for?
This feature is available on the Premier and Master payroll edition. The Template Definition screen allows the user to create a scorecard which will be used during the review process. Navigate > Configuration > Human Resources > Performance ...
How do I configure the system to allow employees to approve or reject their manager's evaluation score ?
This feature is available on the Premier and Master payroll edition. To allow employees to approve or reject their manager's evaluation scores, activate the "Enable an employee to approve their managers appraisal score before their score is ...
Why are there no KPIs displayed on employees' KPI's screen?
This applies to the Premier and Master payroll edition. If an employee is not linked to a Process Type, their KPI's screen will display the following error message: Navigate > Employee > Performance > KPI's Step 1: Create KPI's on the KPI Setup ...
How do I add raters on an employee's Performance Evaluation?
This feature is available on the Premier and Master payroll edition. Multiple raters can be added onto an employee's Performance Evaluation, by selecting the "Raters" and "click here to attach a rater to this employee's evaluation" links on the ...
Can comments be hidden on the Employee Evaluation Summary report?
This feature is available on the Premier and Master payroll edition. Yes. To hide the evaluation comments on the Employee Evaluation Summary report, enable the "Hide Comments on Summary Report:" tick on the Evaluation Processes screen. Configuration ...
Why do I receive an Unpredictable Error when saving the setup on the Evaluation Processes screen?
This applies to the Premier and Master payroll edition. The unpredictable error may appear when saving an evaluation Process on company level because the text inserted on the Title field exceeds a maximum of 50 characters. Ensure that the characters ...
How do I remove a Performance Evaluation for an employee?
This feature is available on the Premier and Master payroll edition. A Performance Evaluation must be removed from an employee's ESS Inbox and from their employee record. This applies to active and terminated employee profiles. Step 1: Remove the ...
How do I send a notification to rater on an employee evaluation?
This feature is available on the Premier and Master payroll edition. Once an evaluation has been added on an employee's Evaluation screen, the system can be configured to generate an e-mail notification to the rater to inform them that the review has ...
How do I hide any raters' details on the Employee Evaluation Summary report?
This feature is available on the Premier and Master payroll edition. To hide any raters' details on the Employee Evaluation Summary report, disable the following option when creating or editing the applicable template on the Template Definition ...