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| − | {{page.name: Core Human Resources: Employee Performance Reviews - Subscribe-HR Wiki}} | + | {{page.name: Performance: Employee Reviews - Subscribe-HR Wiki}} |
| − | {{page.head: Performance Reviews}} | + | {{page.head: Reviews}} |
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| | __TOC__ | | __TOC__ |
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| − | =Performance Reviews= | + | =Reviews= |
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| − | ==Creating a Performance Reviews== | + | ==Employee Performance Reviews - SubFolder (Non Team Dashboards)== |
| − | # Ensure you have set-up all required maintenance options: [[Setting-up-performance-skills|Performance Skills]], [[Setting-Up-Performance-Goals|Performance Goals]], [[Setting-Up-Performance-Values|Performance Values]], [[Setting-Up-Development-Plan|Development Plan]]. Ensure you have Configured your [[Performance|Performance Settings]]. | + | # Performance Reviews are created using SHaRe. You can use one of our Performance Review Templates or create your own from scratch. |
| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB. | + | # To find out how SHaRe is used to Create a Performance Review, [[Employee-performance|Click Here]]. |
| − | # Select the <b>Employee</b> Folder.
| + | # Once you have defined your Performance Review, you can Deploy it to relevant people. [[Performance-Deployment|Click Here]] to find out more about Deploying a Performance Review through our UNIQUE Performance Review Deployment Wizard. This is done through the Performance WORKBENCH. |
| − | # Select the desired Employee from the list.
| + | # Once the Review is Deployed, the relevant Employees will receive the review. An E-mail will be sent to them, and also sent into their Subscribe-HR Inbox. They can click on the URL and Complete what ever they need to complete based on how the review is set-up is SHaRe. E.g. Define Goals at a point in time, then review Goals at a later point in time. Review Types: Employee Only, Manager Only, 360 Degree etc External people who are not users can be included in a 360 Degree Review. |
| − | # Select the <b>Performance Reviews</b> SubFolder. | + | # Employees, Managers and HR can access reviews based on user group access definitions. They can access reviews through the WORKBENCH: Performance. Please [[Performance_Workbench|Click Here]] for information about WORKBENCH: Performance |
| − | # Select the [Add new record] button.
| + | # Reviews are stored in the Employ SubFolder - Reviews. This is done in historical order. |
| − | # Fill in the fields. | + | |
| − | # Select the [Save] button.
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| − | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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| − | If you have set-up a <b>Dual Review</b> process, the Employee will have a <b>Performance</b> SubTab activated in their Dashboard.<br>
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| − | Based on the <b>Performance Review Workflows</b> that are set-up, the employee will be prompted to completed relevant tasks from this Tab.<br>Tasks can be: Define Goals, [[Employee-performance-reviews#Goals_Rating|Rate Goals]], [[Employee-performance-reviews#Skills_Rating|Rate Skills]], [[Employee-performance-reviews#Values_Rating|Rate Values]], [[Employee-performance-reviews#Development_Plan|Development Plan]].<br>Manager can then complete the [[Employee-performance-reviews#Overall_Rating|Overall Review]].<br>
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| − | <br>
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| − | <b>Dual Review</b>: When the employee selects one of the stages in the review <b>Next Steps</b>, they are taken to the form where they are to perform the ratings for the selected area. Please ask your account manager for more information about setting up the Performance Review process.<br>
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| − | ===Performance fields explained===
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| − | <table border="1" width="100%" id="table3" cellspacing="0">
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| − | <tr>
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| − | <td width="222"><b><font face="Arial" size="2">Field Name</font></b></td>
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| − | <td width="1223"><b><font face="Arial" size="2">Description</font></b></td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">Review Name</td>
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| − | <td width="1223">Enter the Review Name of which the Performance Review will be known as.</td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">Review Type</td>
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| − | <td width="1223">Enter the Review Type of the Performance Review. <i><b>Example:</b> Quarterly, Mid-Year, Annual</i></td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">From Date</td>
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| − | <td width="1223">Select the From Date which the Performance Review begins.</td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">To Date</td>
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| − | <td width="1223">Select the To Date which the Performance Review is completed.</td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">Actual Review Date</td>
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| − | <td width="1223">Select the Date which the actual Review will be performed.</td>
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| − | </tr>
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| − | <tr>
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| − | <td width="222">Review Description</td>
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| − | <td width="1223">Enter the Review Description of what this Performance Review is set to achieve.</td>
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| − | </tr>
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| − | </table>
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| − | ===Skills Rating===
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| − | Rate the Employees Performance against Select Skills.
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| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB.
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| − | # Select the <b>Employee</b> Folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the <b>Performance Reviews</b> SubFolder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the <b>Skills Rating</b> SubTAB.
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| − | # Select the [Add Defined Skill] button.
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| − | # Select all desired Defined Skills from the pop up window.
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| − | # Select the [OK] button.
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| − | # Select the [Add Custom Skill] button.
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| − | # Enter the <b>Name</b> and <b>Description</b> of the Custom Skill.
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| − | # Select the [OK] button.
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| − | # Rate each Skill on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
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| − | # Select the [Save] button to save the current Skills Rating.
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| − | # Alternatively select the [Continue] button to save the current Skills Rating and to continue on to <b>Goals Rating</b>.
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| − | ===Goals Rating===
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| − | Rate the Employees Performance against Select Goals.
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| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB.
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| − | # Select the <b>Employee</b> Folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the <b>Performance Reviews</b> SubFolder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the <b>Goals Rating</b> SubTAB.
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| − | # Select the [Add Defined Goal] button.
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| − | # Select all desired Defined Goals from the pop up window.
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| − | # Select the [OK] button.
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| − | # Select the [Add Custom Goal] button.
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| − | # Enter the <b>Name</b> of the Custom Goal.
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| − | # Select the [OK] button.
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| − | # Rate each Goal on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
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| − | # Select the [Save] button to save the current Goals Rating.
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| − | # Alternatively select the [Continue] button to save the current Goals Ratings and to continue on to <b>Value Rating</b>.
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| − | ===Values Rating===
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| − | Rate the Employees Performance against Select Values.
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| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB.
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| − | # Select the <b>Employee</b> Folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the <b>Performance Reviews</b> SubFolder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the <b>Values Rating</b> SubTAB.
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| − | # Select the [Add Defined Value] button.
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| − | # Select all desired Defined Values from the pop up window.
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| − | # Select the [OK] button.
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| − | # Select the [Add Custom Value] button.
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| − | # Enter the <b>Name</b> of the Custom Value.
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| − | # Select the [OK] button.
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| − | # Rate each Value on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
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| − | # Select the [Save] button to save the current Value Rating.
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| − | # Alternatively select the [Continue] button to save the current Value Ratings and to continue on to <b>Development Plan</b>.
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| − | ===Development Plan===
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| − | Record information against Development Plan Questions / Headings.
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| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB.
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| − | # Select the <b>Employee</b> Folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the <b>Performance Reviews</b> SubFolder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the <b>Development Plan</b> SubTAB.
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| − | # Record Answers to the Development Plan Questions/Heading.
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| − | # Select the [Save] button to save the current Development Plan.
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| − | <b>Note:</b> If the Development Questions is Assigned to a Manager, the Manager can only record the answer based on their team members need. If the question has been assigned to the employee, the employee can only provide the answer.
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| − | ===Overall Rating===
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| − | The Overall Rating TAB allows you to set the current employees overall rating in regards to their proficiency in their skills as well as their proficiency in achieving their goals in which they have been set.
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| − | # After logging into Subscribe-HR, select the <b>Human Resources</b> TAB.
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| − | # Select the <b>Employee</b> Folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the <b>Performance Reviews</b> SubFolder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the <b>Overall Rating</b> SubTAB.
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| − | # <b>Calculated Average Score</b> is the average calculated from all the ratings that given in the <b>Skills Rating</b> TAB and the <b>Goals Rating</b> TAB.
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| − | # Alternatively check the <b>Overwrite Score</b> checkbox and select your overall score in the <b>My Score</b> dropdown.
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| − | # Enter any overall comments about the skills and goals of the employee into the <b>Overall Comments</b> text area.
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| − | # Select the [Save] button.
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| | <br><br>[[File:subscribehr_logo.gif]] | | <br><br>[[File:subscribehr_logo.gif]] |
