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 Period Review, Induction Surveys, and Exit Surveys, etc.

Step 1: Define the type of review or survey required on the Evaluation Process Type screen.

      Navigate > Configuration > Human Resources > Evaluation Process Types

      

Step 2: Create the Evaluation Process that will manage the Process Type created on the Evaluation Processes screen.

      Navigate > Configuration > Human Resources > Evaluation Processes

      

• Related Articles

• 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 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 ...

• 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 ...

• 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.

• 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 ...