Revision as of 03:39, 30 May 2016

Reviews

Performance Reviews are a Canvas type that allows Managers to communicate with employees and their peers about their performance. As many Reviews can be set up as the Business needs. Each Job and Employee can have their own Review.

Creating a Review

After logging into Subscribe-HR select the SHaRe TAB
Select the Canvases folder.
Select the [Add New Record] Button.
Enter the Name of the review.
Choose Performance from the Type drop down box.
Enter the Description for the review.
Choose whether to show the Pages in the review.
Choose whether to show the Completed Pages Tick.
Choose whether the review needs to be Approved by Testers.
Customise the Review’s design.
Select the [Save] button.

Review Content

The Review’s Ratings and Weighting Scales can be defined in the Review, or from the Maintenance TAB. A Review's contents can be cloned to copy the Review. Each Element of the Review can be tagged to be included in End Point Scoring, based on the formulae that are defined.

Information from the reviewed can be used in Reporting and Analysis.

Reviews can be linked to Announcements if they have been set-up prior to the Announcement being activated.

Question Types

The Items are the building blocks of the canvas. Each item has its own set of features that can be used to create a complete review. When you insert or edit an item you will always have the option to save or cancel the task.

Multiple Choice Item

This Item allows the insertion of a question with a list of choices. Reviewer scores can be linked to each option created with action flow to another question. The options here appear as Radio buttons.

Select Multiple Choice to insert a question with a list of choices. Single options only can be selected.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Enter the Option and Score.
Select Add Option to add more options and scores.
Select Question is Mandatory if required to have an answer.
Select Action on Answer if required.
Select the required action.
Select Save to set the item on the page.
Select Cancel to abort the addition.

Multiple Select Item

This Item enables the insertion of a question with a list of choices, multiple options can be selected. This allows Reviewers scores to be linked to each option created, with action flow to another question or page.

Select Multiple Select to insert a question with a list of choices. Multiple options can be selected.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Enter the Option and the Score.
Select Add Option to add more options and scores.
Select Question is Mandatory if required to have an answer.
Select Action on Answer if required.
Select Save to set the item on the page.
Select Cancel to abort the addition.

Rating Matrix Item

This item allows for a large set of options to be created in a Matrix style with Radio button selectors. Reviewer’s scores are linked to each option created with action flow to another question or page, for one option only. A scale is set that applies for each of the options created. Only one option can be selected by reviewers across the rating scale.

Select Rating Matrix to insert a matrix with a list of choices. Only one rating option can be selected per item.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Enter the Rating Scale and the Scores.
Select Add Option to add more options and scores.
Select Question is Mandatory if required to have an answer.
Select Action on Answer if required.
Select the required action.
Select Save to set the item on the page.
View the Matrix options are all radio buttons.
Select Cancel to abort the addition.

Rating Matrix (Multiple Select) Item

This item allows for a large set of options to be created in a Matrix style with check box selectors. Multiple options can be selected. Reviewer scores are linked to each option created with action flow to another question or page, for one option only.

Select Matrix (Multiple Select) to insert a matrix with a list of options. Multiple options can be selected.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Enter the Rating Scale and the Score, for the top side of the matrix.
Select Add Option to add more options for the left side of the matrix.
Select Question is Mandatory if required to have an answer.
Select Action on answer if required.
Select the required option to action.
Select Save to set the item on the page.
Select Cancel to abort the addition.
View the Matrix options are all square check boxes.

Short Answer Item

This item allows for a short text answer to be written into the text box that is inserted. Use this item to get brief answers from Reviewers.

Select Short Answer to insert a question with a single line of free text answer box.
Select the stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Select Question is Mandatory if required to have an answer.

Long Answer Item

When it is anticipated a larger amount of text answer is required to be entered by your Reviewer, use this item.

Select Long Answer to insert a question with multi-line free text answer box.
Select the stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Select Question is Mandatory if the question must be answered.

Paragraph Item

This item allows you to enter a large formatted text statement onto the page. This can be used to describe a background to questions. This can also be used to give details of the vacancy itself with text pasted from any existing Vacancy descriptions that are held in Word or PDF format.

Select the Paragraph item.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Select the text Click here to add some text ...
View the inserted text area.
A simple text editor will open to allow the addition of formatted text. You can paste into the text box from other documents.

Skills

This item allows reviewers to rate or fill in skills. These can be seen and edited in the performance skills section of the maintenance module.

Select Skills from the item selection menu.
Select the selection type.

Any: all skills.
From Job Only: Skills associated with job.
Pre-defined: Select from a set of skills.
Custom: Type in new skill and description.

Select the Scale.
Select if comments included.

Goals

This item allows reviewers to rate or fill in goals. These can be seen and edited in the performance goals section of the maintenance module.

Select Goals from the item selection menu.
Select the selection type.

Any: all goals.
Custom: Type in new goal and description.
Select the Scale.

Assign a point value.
Fill in Goal Name and Description.
Fill in the Due Date.
Select if comments included.
Select if confirm goal completion.

Form Field

This item allows the linking of a data entry field in the canvas, to a field in the Subscribe-HR system. This can be used in either the Human Resources or Recruitment Modules.  Please Note, any value already in the field will be over-written when the question is answered.

Select Form Field to add the item.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Select the Linked Object in the drop-down list.
Select the Linked Field in the drop-down list.
Select Question is Mandatory if the question must be answered.
Select "Action on Answer" if you want to display another question, based on the answer e.g. Do you have the right to work in Australia? If the answer is no, you can put another question, like "What is your visa expiry Date?” "Action on Answer" will only work on (Yes/No) and Drop-Down field types.

File Item

This item allows the upload of files of the file types that are shown listed. An example usage of this is for Reviewers to upload specific documents/pictures or examples of work.

Select File to add the option to upload files.
Select the Stage.
Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
Enter the Question Name.
Select the file types allowed to be uploaded.
Select Question is Mandatory if the question must be answered.

Scheduling a Review

In order to deploy a Review, it will need to be scheduled. Scheduling is done through the Review Canvas at Step 4.

To Schedule the deployment of a review, the following details will need to be filled:

Review Start Date: When the Review will be deployed so that it can be completed.
Workflow Type: This allows the User to choose who will be involved in the Review process.
Start Rating: This is the date where managers can begin rating the information on the Review
How long each type of participant has to complete the review.
Review Order: This allows the user to choose the order in which the Review is deployed.

@@ Line 109: / Line 109: @@
 ==Paragraph Item==
 This item allows you to enter a large formatted text statement onto the page. This can be used to describe a background to questions. This can also be used to give details of the vacancy itself with text pasted from any existing Vacancy descriptions that are held in Word or PDF format.
-#	Select the Paragraph item.
+#	Select the Paragraph</b> item.
-#	Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
+#	Select Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
 #	Select the text Click here to add some text ...
 #	View the inserted text area.
@@ Line 117: / Line 117: @@
 ==Skills==
 This item allows reviewers to rate or fill in skills. These can be seen and edited in the performance skills section of the maintenance module.
-#	Select Skills from the item selection menu.
+#	Select Skills</b> from the item selection menu.
 #	Select the selection type.
-#	Any: all skills.
+*	Any: all skills.
-#	From Job Only:  Skills associated with job.
+*	From Job Only:  Skills associated with job.
-#	Pre-defined: Select from a set of skills.
+*	Pre-defined: Select from a set of skills.
-#	Custom: Type in new skill and description.
+*	Custom: Type in new skill and description.
-#	Select the Scale.
+#	Select the Scale</b>.
 #	Select if comments included.
 ==Goals==
 This item allows reviewers to rate or fill in goals. These can be seen and edited in the performance goals section of the maintenance module.
-#	Select Goals from the item selection menu.
+#	Select Goals</b> from the item selection menu.
-#	Select the selection type.
+#	Select the selection type</b>.
-#	Any: all goals.
+*	Any: all goals.
-#	Custom: Type in new goal and description.
+*	Custom: Type in new goal and description.
-#	Select the Scale.
+*	Select the Scale.
 #	Assign a point value.
-#	Fill in goal name and description.
+#	Fill in Goal Name</b> and Description</b>.
-#	Fill in the due date.
+#	Fill in the Due Date</b>.
 #	Select if comments included.
 #	Select if confirm goal completion.
@@ Line 142: / Line 142: @@
 This item allows the linking of a data entry field in the canvas, to a field in the Subscribe-HR system. This can be used in either the Human Resources or Recruitment Modules.
 	Please Note, any value already in the field will be over-written when the question is answered.
-#	Select Form Field to add the item.
+#	Select Form Field</b> to add the item.
-#	Select the Stage.
+#	Select the Stage</b>.
-#	Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
+#	Select Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
-#	Enter the Question Name.
+#	Enter the Question Name</b>.
-#	Select the Linked Object in the drop-down list.
+#	Select the Linked Object</b> in the drop-down list.
-#	Select the Linked Field in the drop-down list.
+#	Select the Linked Field</b> in the drop-down list.
-#	Select Question is Mandatory if the question must be answered.
+#	Select Question is Mandatory</b> if the question must be answered.
 #	Select "Action on Answer" if you want to display another question, based on the answer e.g. Do you have the right to work in Australia? If the answer is no, you can put another question, like "What is your visa expiry Date?” "Action on Answer" will only work on (Yes/No) and Drop-Down field types.
 ==File Item==
 This item allows the upload of files of the file types that are shown listed. An example usage of this is for Reviewers to upload specific documents/pictures or examples of work.
-#	Select File to add the option to upload files.
+#	Select File</b> to add the option to upload files.
-#	Select the Stage
+#	Select the Stage</b>.
-#	Select Who Can See This Question. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
+#	Select Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
-#	Enter the Question Name.
+#	Enter the Question Name</b>.
 #	Select the file types allowed to be uploaded.
-#	Select Question is Mandatory if the question must be answered.
+#	Select Question is Mandatory</b> if the question must be answered.

Performance Skills