View source for Performing-an-employee-performance-review

{{page.name: Core Human Resources: Performing an Employee Performance Review - Subscribe-HR Wiki}}
{{page.head: Performing an Employee Performance Review}}

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==Overview of Steps Involved==
Performing employee reviews can be beneficial. The process is quiet simple.
* Perform Performance Review
* Provide ratings on KPI's
* If Skill Gaps are identified from the performance review then the skill is then linked to the Performance Review.
* Notes are then made on how to best proceed in closing this gap.

===Creating a Performance Review===
# After logging into the Subscribe-HR portal, select the Human Resources TAB.
# Select the Employee folder.
# Select the desired employee from the list.
# Select the Performance sub-folder.
# Select the <b>Create</b> button.
# Fill in the fields.
# Select the <b>Save</b> button.
<b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b>
<br>
<br>
You should notice after you save the Performance Record that you will have a KPI's, Development and a Summary TAB.

===Performance fields explained===
<table border="1" width="700px" id="table3" cellspacing="0">
<tr>
<td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="458"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="232">Start Date Period</td>
				<td width="458">Select the Start Date Period that the 
				Performance Review begins</td>
			</tr>
			<tr>
				<td height="23" width="232">Finish Date Period</td>
				<td height="23" width="458">Select the Finish Date Period that 
				the Performance Review finishes.</td>
			</tr>
			<tr>
				<td width="232">Review Date</td>
				<td width="458">Select the Review Date that the Performance 
				Review will be performed.</td>
			</tr>
			<tr>
				<td width="232">Review Type</td>
				<td width="458">Select the Review Type. This is usually 
				something like Annual Review.</td>
			</tr>
			<tr>
				<td width="232">Reviewed By</td>
				<td width="458">Enter the name of the person performing the 
				review in the Reviewed By field.</td>
			</tr>
			<tr>
				<td width="232">Next Review</td>
				<td width="458">Select the Next Review Date.</td>
			</tr>
			<tr>
				<td width="232">Performance Summary</td>
				<td width="458">Select the Performance Summary rating that best 
				matches.</td>
			</tr>
			<tr>
				<td width="232">Performance Review</td>
				<td width="458">Select the Productivity rating that best 
				matches.</td>
			</tr>
			<tr>
				<td width="232">Productivity Rating</td>
				<td width="458">Select the Productivity rating that best 
				matches.</td>
			</tr>
			<tr>
				<td width="232">Achievements</td>
				<td width="458">Enter any Achievements</td>
			</tr>
			<tr>
				<td width="232">Comments</td>
				<td width="458">Enter any Comments</td>
			</tr>
			</table>

<br>
===KPI Performance===
The KPI TAB allows you to provide a score against a KPI Type and KPI Sub Type for the employee.
# Select the Employee Folder.
# Select the Performance Sub folder.
# Select the Performance record from the list
# Select the KPI's TAB.
# Select the KPI Type.
# Select the KPI Sub Type.
# Select the Rating.<br>Do this for all relevant KPI's.
# Select the <b>Save</b> button.
<br>

===Development===
The Development TAB allows you to note any identified Learning Goals, Qualifications, Certificates and Learning activities that may improve the performance.
# Select the Employee Folder.
# Select the desired Employee.
# Select the Performance Sub folder.
# Select the Performance record from the list
# Select the Development TAB.
# Fill in the fields.
# Select the <b>Save</b> button. 
<br>

===Identified Skills GAPS. What Next?===
If skills gaps have been identified these and the Intervention can be recorded.
# Select the Employee Folder.
# Select the desired Employee.
# Select the Skills sub folder.
# Select the <b>create</b> button.
# Provide the Assessment Date.
# Select the Skill that the gap has been identified in.
# Select whether the employee is Compliant with the Skill.<br>Select <b>No</b> if the employee does have a gap<br>Select <b>Yes</b> if the Employee is Compliant with the skill.
# Select the Job this skill is required for
# Enter the name of the person who is assessing the Skills.
# Select the role the Assessor has.
# Enter any comments
# Select the Reason for the assessment.
# Select the Performance Review you wish to link this to.<br>By selecting a Performance review this enables you to identify when and how the skill gap was identified and monitor what is being done about this to help improve performance.
# Select the Intervention that will be taken.
# Select the <b>Save</b> button.

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