Performance Workbench - For users without Team Dashboards - List View

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{{page.name: Workbench: Performance }}
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{{page.name: Performance: Workbench - List View - Subscribe-HR Wiki}}
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{{page.head: Workbench Performance}}
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{{page.head: Performance Workbench - For users without Team Dashboards - List View}}
  
 
__TOC__
 
__TOC__
  
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=Mission=
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=Overview=
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Performance workbench (For us used by Customers who don't have Team Dashboards) list view provides an overview of all reviews processed for relevant users. It's divided into sections which can be accessed through the tabs on top of the page. Each section is described in details below.
  
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A mission is what drives the company for a period of time, usually some months or years. Missions can change, but there is usually only one mission at a time.
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==My Performance==
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My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
  
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==Creating and Editing a Mission==  
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===My Performance Fields===
  
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# After logging into the Subscribe-HR portal, select the <b>Performance</b> TAB.
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<table border="1" width="100%" id="table3" cellspacing="0">
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# Select the <b>Missions</b> Folder.
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<tr>
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# Select [Add New Record] or select the desired mission.
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<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
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# Enter the <b>Mission Name</b>.
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<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
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#      Select from the drop down box whether this is the <b>Active</b> Mission.
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</tr>
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#      Select the <b>Start Date</b>.
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<tr>
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#      Select the <b>End Date</b>.
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<td width="206">Id</td>
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#      Enter the <b>Mission Statement</b>, which describes the new Mission.
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<td width="484">Unique identifier for the review process.</td>
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#      Choose who to <b>Send to</b>.
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</tr>
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#      Choose wether to <b>Enable Communications</b>.
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<tr>
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# Select the [Save] Button.
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<td width="206">Created Date</td>
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<td width="484">Date review was created.</td>
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</tr>
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<tr>
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<td width="206">Current Step</td>
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<td width="484">Name of current step. Employee can Click on this URL see the overall steps involved in the Review including the current step. They can click "Summary" on the individual step and see a "Summary" of the information they included in the step. They can only view steps related to them. Managers can see all steps and all information.</td>
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</tr>
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<tr>
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<td width="206">Step Due Date</td>
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<td width="484">Date the step needs to be completed by.</td>
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</tr>
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<tr>
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<td width="206">Next Step Start Date</td>
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<td width="484">Date when next step will start after current step is completed.</td>
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</tr>
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<tr>
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<td width="206">Step Assigned To</td>
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<td width="484">Who the step is assigned to e.g. Employee.</td>
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</tr>
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<tr>
 +
<td width="206">Completion %</td>
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<td width="484">Percentage completion of an entire review.</td>
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</tr>
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<tr>
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<td width="206">Actions</td>
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<td width="484">Actions available to be applied against performance review record.</td>
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</tr>
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</table>
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<br/>
  
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<b>Mandatory fields are marked with a Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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===My Performance Actions===
  
 +
Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.
  
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==Fields==
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<table border="1" width="100%" id="table3" cellspacing="0">
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<tr>
 +
<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
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<td width="484"><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="206">Open Review</td>
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<td width="484">Opens performance review tool if the step is open to current employee.</td>
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</tr>
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<tr>
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<td width="206">Results</td>
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<td width="484">Display Review results. Will only show when Review is completed. Will show all information based on whoever has participated in the Review. If you don't want the Employee to see compete Results, you can remove their access to "Results" in Permissions - Workbench.</td>
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</tr>
 +
</table>
 +
<br/>
  
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Available fields are:
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==My Team's Performance==
  
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<table border="1" width="700px" id="table3" cellspacing="0">
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My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
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<tr>
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<td width="232">
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===My Team's Performance Fields===
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<b>
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<font face="Arial" size="2">Field Name</font>
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<table border="1" width="100%" id="table3" cellspacing="0">
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</b>
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<tr>
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</td>
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<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="458">
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<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
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<b>
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</tr>
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<font face="Arial" size="2">Description</font>
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<tr>
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</b>
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<td width="206">Id</td>
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</td>
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<td width="484">Unique identifier for the review process.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td width="232">Name</td>
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<td width="206">Employee Id</td>
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<td width="458">Name of the Mission</td>
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<td width="484">Id of the employee who is the subject of the review.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td width="232">Active</td>
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<td width="206">Employee Name</td>
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<td width="458">Indicates if Mission is active or not. You can have only one active Mission at the time.</td>
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<td width="484">Name of the employee who is the subject of the review.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td width="232">Starts on</td>
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<td width="206">My Role</td>
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<td width="458">When the Mission starts</td>
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<td width="484">What my role is in the review e.g. manager or peer.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td height="23" width="232">Ends on</td>
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<td width="206">Created Date</td>
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<td height="23" width="458">When the Mission ends.</td>
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<td width="484">Date review was created.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td height="23" width="232">Mission Statement</td>
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<td width="206">Current Step</td>
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<td height="23" width="458">Description of the Mission that can be sent to Employees.</td>
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<td width="484">Name of current step. Manager can Click on this URL see the overall steps involved in the Review including the current step. They can click "Summary" on the individual step and see a "Summary" of the information they included in this step. Unlike the Employee, they can view all information in all COMPLETED steps.</td>
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</tr>
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</tr>
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        <tr>
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<tr>
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<td height="23" width="232">Send To</td>
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<td width="206">Step Due Date</td>
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<td height="23" width="458">Chooses who the announcement is sent to.</td>
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<td width="484">Date the step needs to be completed by.</td>
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</tr>
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</tr>
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        <tr>
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<tr>
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<td height="23" width="232">Enable Communication</td>
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<td width="206">Next Step Start Date</td>
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<td height="23" width="458">If the mission is active, when the record is saved with this ticked it will send the email.</td>
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<td width="484">Date when next step will start after current step is completed.</td>
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</tr>
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</tr>
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<tr>
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<td width="206">Step Assigned To</td>
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<td width="484">Who the step is assigned to e.g. Employee.</td>
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</tr>
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<tr>
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<td width="206">Completion %</td>
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<td width="484">Percentage completion of an entire review.</td>
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</tr>
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<tr>
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<td width="206">Actions</td>
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<td width="484">Actions available to be applied against performance review record.</td>
 +
</tr>
 
</table>
 
</table>
 +
<br/>
  
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=Mission Announcement/Strategy=
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===My Team's Performance Actions===
  
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Announcements are a way to communicate strategy or news. These announcements can be assigned to departments. Announcements are separate to Mission Announcements, and can be sent at different times if needed.<br><br>
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Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.
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A Mission can have multiple Announcements or Strategies. Each of them contains:
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* One or multiple jobs that are linked to '''Skills''', '''Behaviours''', '''Values''' and '''Job Description'''
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* Each Job has a manager that can:
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** Populate '''Skills''', '''Behaviours''', '''Values''' and '''Job Description'''.
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** Mark it as complete once they have finished updating the job.
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* Once all jobs have been approved, an email will be sent to the Statement/Strategy Approver for approval.
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==Creating an Announcement==
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<table border="1" width="100%" id="table3" cellspacing="0">
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<tr>
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<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
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<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
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</tr>
 +
<tr>
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<td width="206">Open Review</td>
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<td width="484">Opens performance review tool if the step is open to current employee.</td>
 +
</tr>
 +
<tr>
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<td width="206">Reopen Step</td>
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<td width="484">If step has been submitted it can be unlocked using this action.</td>
 +
</tr>
 +
<tr>
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<td width="206">Force Start Next Step</td>
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<td width="484">Bypass delayed start option and open next step earlier.</td>
 +
</tr>
 +
<tr>
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<td width="206">Results</td>
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<td width="484">Display Review results. Will only show when Review is completed. Will show all information based on whoever has participated in the Review. If you don't want the Manager to see compete Results, you can remove their access to "Results" in Permissions - Workbench.</td>
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</tr>
 +
<tr>
 +
<td width="206">Delete</td>
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<td width="484">Delete the review and all data associated with it.</td>
 +
</tr>
 +
</table>
 +
<br/>
  
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# After logging in to Subscribe-HR, go to the Performance TAB.
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==All Performance==
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# Select the Mission folder.
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# Select the desired Mission.
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# Select the Announcement/Strategy SubFolder.
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# Enter the Name.
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# Select the Start Date.
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# Select the End Date.
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# Enter a Description for the announcement.
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# Upload relevant <b>Attachments</b>.
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# Choose an Approver from the drop down box.
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# Select the [Save] button.
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Now Jobs can be added to the announcement. The Jobs can be created from this page, where a link will be shown to edit the Job, or pre-existing Jobs can be added. Which Skills, Values, Goals and Behaviours that are assigned to added Jobs can also be edited here. If there are Skills which belong to the Job, these Skills can be automatically linked to the Employee in the Announcement if the relationship between the skill and the job already exists. <br>
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All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
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<i>NOTE: The user will need to be the Job Approver in order to add the Job to the announcement.</i>
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 +
===All Performance Fields===
  
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==Fields==
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<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Id</td>
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<td width="484">Unique identifier for the review process.</td>
 +
</tr>
 +
<tr>
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<td width="206">Employee Id</td>
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<td width="484">Id of the employee who is the subject of the review.</td>
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</tr>
 +
<tr>
 +
<td width="206">Employee Name</td>
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<td width="484">Name of the employee who is the subject of the review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">My Role</td>
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<td width="484">What my role is in the review e.g. manager or peer.</td>
 +
</tr>
 +
<tr>
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<td width="206">Created Date</td>
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<td width="484">Date review was created.</td>
 +
</tr>
 +
<tr>
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<td width="206">Current Step</td>
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<td width="484">Name of current step. If the user has access to "All Performance", they can see ALL STEPS and ALL SUMMARY information.</td>
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</tr>
 +
<tr>
 +
<td width="206">Step Due Date</td>
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<td width="484">Date the step needs to be completed by.</td>
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</tr>
 +
<tr>
 +
<td width="206">Next Step Start Date</td>
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<td width="484">Date when next step will start after current step is completed.</td>
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</tr>
 +
<tr>
 +
<td width="206">Step Assigned To</td>
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<td width="484">Who the step is assigned to e.g. Employee.</td>
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</tr>
 +
<tr>
 +
<td width="206">Completion %</td>
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<td width="484">Percentage completion of an entire review.</td>
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</tr>
 +
<tr>
 +
<td width="206">Actions</td>
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<td width="484">Actions available to be applied against performance review record.</td>
 +
</tr>
 +
</table>
 +
<br/>
  
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Available fields are:
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===All Performance Actions===
  
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<table border="1" width="700px" id="table3" cellspacing="0">
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Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions. This is usually HR Managers view.
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<tr>
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<td width="232">
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<table border="1" width="100%" id="table3" cellspacing="0">
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<b>
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<tr>
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<font face="Arial" size="2">Field Name</font>
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<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
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</b>
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<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
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</td>
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</tr>
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<td width="458">
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<tr>
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<b>
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<td width="206">Open Review</td>
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<font face="Arial" size="2">Description</font>
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<td width="484">Opens performance review tool if the step is open to current employee.</td>
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</b>
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</tr>
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</td>
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<tr>
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</tr>
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<td width="206">Reopen Step</td>
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<tr>
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<td width="484">If step has been submitted it can be unlocked using this action.</td>
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<td width="232">Name</td>
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</tr>
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<td width="458">Name of the Mission Statement/Strategy.</td>
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<tr>
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</tr>
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<td width="206">Force Start Next Step</td>
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<tr>
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<td width="484">Bypass delayed start option and open next step earlier.</td>
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<td width="232">Starts on</td>
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</tr>
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<td width="458">When the Mission Statement/Strategy starts.</td>
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<tr>
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</tr>
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<td width="206">Results</td>
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<tr>
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<td width="484">Display survey results. HR Manager will have no Permission Restriction on Results. So they can see all Results for the Review.</td>
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<td height="23" width="232">Ends on</td>
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</tr>
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<td height="23" width="458">When the Mission Statement/Strategy ends.</td>
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<tr>
−
</tr>
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<td width="206">Delete</td>
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<tr>
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<td width="484">Delete the review and all data associated with it.</td>
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<td height="23" width="232">Description</td>
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</tr>
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<td height="23" width="458">Description of the Mission Statement/Strategy.</td>
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−
</tr>
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−
<tr>
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<td height="23" width="232">Attachments</td>
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<td height="23" width="458">Extra documents can be attached.</td>
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</tr>
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<tr>
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<td height="23" width="232">Jobs</td>
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<td height="23" width="458">List of jobs that are part of this this Statement/Strategy and their '''Skills''', '''Behaviours''', '''Values''' and '''Job Description'''.</td>
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−
</tr>
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</table>
 
</table>
 +
<br/>
  
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==Activating An Announcement==
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==Deployments==
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Deployments view displays a full list of all deployments either pending or deployed. This view can be used by system administrators to track deployments. In this view users can filter the results by using search parameters on top of the form.
 +
 
 +
===Deployments Fields===
 +
 
 +
<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Id</td>
 +
<td width="484">Unique identifier for the deployment record.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Created On</td>
 +
<td width="484">Date deployment was created.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Name</td>
 +
<td width="484">Deployment name.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Workflow Name</td>
 +
<td width="484">Name of the workflow used in the deployment.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Scheduled Date</td>
 +
<td width="484">Date reviews should be deployed.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Status</td>
 +
<td width="484">Deployed or Pending.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Actions</td>
 +
<td width="484">Actions available to be applied against deployment record.</td>
 +
</tr>
 +
</table>
 +
<br/>
 +
 
 +
===Deployments Actions===
 +
 
 +
Please note that not all actions may be visible at all times. Some actions may be disabled in workbench permissions.
 +
 
 +
<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Cancel</td>
 +
<td width="484">Cancels deployment process. Can only be performed if Status = Pending. If reviews were already deployed they would need to be deleted manually through all performance or my team's performance views.</td>
 +
</tr>
 +
</table>
 +
<br/>
  
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Once the added Jobs are approved, the Announcement can be sent for approval. To do this, select the [Request Approval] button. This will go to the Approver selected from the drop down box.<br>
 
  
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When the Approver has approved the Announcement, it will be ready for activation. It can be activated from the Announcement/Strategy Subfolder by selecting the [Activate] button.<br>
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<br/>
  
−
When the Announcement is activated, the Skills, Goals, Values, Behaviours, Job Description and Reviews are linked into the Performance Managed system. The Reviews will be activated based on the parameters that have been set up in the review.
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<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 04:24, 3 August 2021

Overview

Performance workbench (For us used by Customers who don't have Team Dashboards) list view provides an overview of all reviews processed for relevant users. It's divided into sections which can be accessed through the tabs on top of the page. Each section is described in details below.

My Performance

My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

My Performance Fields

Field Name Description
Id Unique identifier for the review process.
Created Date Date review was created.
Current Step Name of current step. Employee can Click on this URL see the overall steps involved in the Review including the current step. They can click "Summary" on the individual step and see a "Summary" of the information they included in the step. They can only view steps related to them. Managers can see all steps and all information.
Step Due Date Date the step needs to be completed by.
Next Step Start Date Date when next step will start after current step is completed.
Step Assigned To Who the step is assigned to e.g. Employee.
Completion % Percentage completion of an entire review.
Actions Actions available to be applied against performance review record.


My Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name Description
Open Review Opens performance review tool if the step is open to current employee.
Results Display Review results. Will only show when Review is completed. Will show all information based on whoever has participated in the Review. If you don't want the Employee to see compete Results, you can remove their access to "Results" in Permissions - Workbench.


My Team's Performance

My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

My Team's Performance Fields

Field Name Description
Id Unique identifier for the review process.
Employee Id Id of the employee who is the subject of the review.
Employee Name Name of the employee who is the subject of the review.
My Role What my role is in the review e.g. manager or peer.
Created Date Date review was created.
Current Step Name of current step. Manager can Click on this URL see the overall steps involved in the Review including the current step. They can click "Summary" on the individual step and see a "Summary" of the information they included in this step. Unlike the Employee, they can view all information in all COMPLETED steps.
Step Due Date Date the step needs to be completed by.
Next Step Start Date Date when next step will start after current step is completed.
Step Assigned To Who the step is assigned to e.g. Employee.
Completion % Percentage completion of an entire review.
Actions Actions available to be applied against performance review record.


My Team's Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name Description
Open Review Opens performance review tool if the step is open to current employee.
Reopen Step If step has been submitted it can be unlocked using this action.
Force Start Next Step Bypass delayed start option and open next step earlier.
Results Display Review results. Will only show when Review is completed. Will show all information based on whoever has participated in the Review. If you don't want the Manager to see compete Results, you can remove their access to "Results" in Permissions - Workbench.
Delete Delete the review and all data associated with it.


All Performance

All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

All Performance Fields

Field Name Description
Id Unique identifier for the review process.
Employee Id Id of the employee who is the subject of the review.
Employee Name Name of the employee who is the subject of the review.
My Role What my role is in the review e.g. manager or peer.
Created Date Date review was created.
Current Step Name of current step. If the user has access to "All Performance", they can see ALL STEPS and ALL SUMMARY information.
Step Due Date Date the step needs to be completed by.
Next Step Start Date Date when next step will start after current step is completed.
Step Assigned To Who the step is assigned to e.g. Employee.
Completion % Percentage completion of an entire review.
Actions Actions available to be applied against performance review record.


All Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions. This is usually HR Managers view.

Action Name Description
Open Review Opens performance review tool if the step is open to current employee.
Reopen Step If step has been submitted it can be unlocked using this action.
Force Start Next Step Bypass delayed start option and open next step earlier.
Results Display survey results. HR Manager will have no Permission Restriction on Results. So they can see all Results for the Review.
Delete Delete the review and all data associated with it.


Deployments

Deployments view displays a full list of all deployments either pending or deployed. This view can be used by system administrators to track deployments. In this view users can filter the results by using search parameters on top of the form.

Deployments Fields

Field Name Description
Id Unique identifier for the deployment record.
Created On Date deployment was created.
Name Deployment name.
Workflow Name Name of the workflow used in the deployment.
Scheduled Date Date reviews should be deployed.
Status Deployed or Pending.
Actions Actions available to be applied against deployment record.


Deployments Actions

Please note that not all actions may be visible at all times. Some actions may be disabled in workbench permissions.

Action Name Description
Cancel Cancels deployment process. Can only be performed if Status = Pending. If reviews were already deployed they would need to be deleted manually through all performance or my team's performance views.






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