How do I create a Performance Evaluation?

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 questions added by a Company Level user.
      • A free-text field (comment) question.
      • The option for managers and employees to add their own KPA’s and KPI’s to the review.
      • Succession Management questions.

Before setting up the template, various company parameters need to be configured. The diagram below illustrates the general sequence in which company parameters for the Performance Management module should be configured:

      

Update Security Roles

To allow employees and managers to access the required Performance Management screens, access to the following screens need to be granted for the Employee Self Service (ESS) security role and the Manager Self Service (MSS) security role:

      • Evaluation History Screen– Read Only
      • Performance Journal Screen – Full Access
      • Employee KPIs Screen – Full Access

      Navigate > Configuration > Security > Security Roles

      

      

Remember to give full access to the Performance Evaluations parent menu item to ensure that the child menu items can be selected.

Performance Management Settings

Various Performance Management Settings exist for the Performance Management module.

      Navigate > Configuration > Human Resources > Performance Management > Performance Management Settings

      

Once the security permissions and relevant performance management settings have been enabled, make use of the following steps to create a Performance Evaluation on company level.

Step 1: Create a Process Type.

      Navigate > Configuration > Human Resources > Performance Management > Evaluation Process Type

      

Step 2: Select the Process type as the process created and complete all the fields and save your changes.

      Navigate > Configuration > Human Resources > Performance Management > Evaluation Processes

      

The Evaluation Process Screen is used to create an Evaluation Process. Each Evaluation Process is linked to a Process Type. Typically, many Evaluation Processes with different start and end dates will be created over time for a Process Type. This will result in the KPA’s and KPI’s from the previous Evaluation Process to remain active and editable by the employee or the manager for the next review process.

Important! The dates of an Evaluation Process linked to the same Process Type cannot overlap.

Step 3: Add a scale definition.

The Scale Definition Screen allows you to define a name for the rating scale that will be applied.

       Navigate > Configuration > Human Resources > Performance Management > Scale Definitions

      

Step 4: Add scale options.

Once the rating scale has been added, you can define the various rating options for the rating scale on the Scale Options Screen.



Step 5: Defining Key Performance Areas (KPA's).

The Employee KPA Definition Screen allows the user to define the KPA’s the employees will be rated on. If the review does not use KPA’s, this section can be skipped and is optional.

      Navigate > Configuration > Human Resources > Performance Management > Employee KPA Definitions

      

Step 6: Add Company KPI's (Optional)

Company KPI’s can be defined to measure performance across the company. Targets can also be specified for each Company KPI. This will enable management to measure the company’s performance as a collective in terms of the KPI’s set. Once the review process has been completed, information can be extracted from the KPI Scorecard Screen or via Cloud Analytics. This process can be skipped should the company not make use of KPI's.

      Navigate > Configuration > Human Resources > Performance Management > KPI Setup

      

Step 7: Set up targets per company KPI.

To define targets for each Company KPI, navigate to to KPI Targets Screen. Once set-up, the company will be able to measure the performance of the company as a collective in terms of the KPI’s set.

       Navigate > Configuration > Human Resources > Performance Management > KPI Targets

      

Step 8: Succession Management Questions (Optional).

Succession Management-functionality allows you to add an additional section for the manager to complete during the review process. 

   Navigate > Configuration > Human Resources > Performance Management >  Succession Planning Configuration

      

If different questions are required than the standard questions in the system, the Succession Management questions can be added as a section in the template.

Step 9: Create a template.

      Navigate > Configuration > Human Resources > Performance Management > Template Definition

Select to add a new template.

      

Complete the fields on the Template screen and save your changes.

      

Once your changes have been saved select to Add the template sections/Questions.

      

Complete the Section/Question details and save your changes.

      

The Template Section/Question will then reflect on the Hierarchical view:

      

Note! The template Section/Questions needs to add up to a total of 100%

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