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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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| − | ===Creating a Performance Reviews=== | + | =Reviews= |
| − | # Ensure you have set-up all required maintenance options: Performance Skills, Performance Goals, Performance Values, Development Plan. Ensure you have Configured your Performance Setting.
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| − | Performance Skills: http://www.subscribe-hr.com.au/wiki/Setting-up-performance-skills/<br>
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| − | Performance Goals: http://www.subscribe-hr.com.au/wiki/Setting-Up-Performance-Goals/<br>
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| − | Performance Values: http://www.subscribe-hr.com.au/wiki/Setting-Up-Performance-Values/<br>
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| − | Development Plan: http://www.subscribe-hr.com.au/wiki/Setting-Up-Development-Plan/<br>
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| − | Performance Settings: http://www.subscribe-hr.com.au/wiki/Performance/<br>
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| − | # After logging into Subscribe-HR, select the Human Resources TAB.
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| − | # Select the Employee folder.
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| − | # Select the desired Employee from the list.
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| − | # Select the Performance Reviews sub-folder.
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| − | # Select the <b>Create</b> button.
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| − | # Fill in the fields.
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| − | # Select the <b>Save</b> button.
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| − | <b>Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.</b> If you have set-up a dual review process, the Employee will have a Performance Tab activated in their Dashboard. See image below. Based on the Performance Review Workflow that has been set-up, the employee will be prompted to completed relevant task from this Tab: Taks can be: Define Goals, Rate Goals, Rate Skills, Rate Values, Development Plan. Manager can then complete the overall review.
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| − | <br/>
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| − | [[File:Performance_Dashboard.jpg]]
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| − | <br/>
| + | ==Employee Performance Reviews - SubFolder (Non Team Dashboards)== |
| − | You should notice after you save the Performance Reviews Record that you will have a Skills Rating, Goals Rating, Overall Rating and a Summary TAB. Please also see Setting: Performance Tab to learn about how you can configure: Manager, Or Dual Feedback Processes. | + | # Performance Reviews are created using SHaRe. You can use one of our Performance Review Templates or create your own from scratch. |
| | + | # To find out how SHaRe is used to Create a Performance Review, [[Employee-performance|Click Here]]. |
| | + | # 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. |
| | + | # 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. |
| | + | # 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 |
| | + | # Reviews are stored in the Employ SubFolder - Reviews. This is done in historical order. |
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| − | ===Performance fields explained===
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| − | <table border="1" width="700px" id="table3" cellspacing="0">
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| − | <tr>
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| − | <td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
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| − | <td width="458"><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="232">Review Name</td>
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| − | <td width="458">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="232">From Date</td>
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| − | <td width="458">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="232">To Date</td>
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| − | <td width="458">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="232">Review Description</td>
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| − | <td width="458">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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| − | <br/>
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| − | ===Skills Rating===
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| − | The Skills Rating TAB allows you to set skills which you can rate that employee proficiency in these skills.
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| − | # Select the Employee Folder.
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| − | # Select the desired Employee.
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| − | # Select the Performance Reviews sub-folder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the Skills Rating TAB.
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| − | # Select the <b>Add Defined Skill</b> button.
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| − | # Select all desired Defined Skills from the pop up menu.
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| − | # Select the <b>OK</b> button.
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| − | # Select the <b>Add Custom Skill</b> button.
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| − | # Enter the <b>Name</b> and <b>Description</b> of the custom skill.
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| − | # Select the <b>OK</b> button.
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| − | # Rate each skill on a scale between 0 and 5.
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| − | # Select the <b>Save</b> button to save the current Skills Rating.
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| − | # Alternatively select the <b>Continue</b> button to save the current Skills Rating and to continue on to Goals Rating.
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| − | <br/>
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| − | ===Goals Rating===
| + | <br><br>[[File:subscribehr_logo.gif]] |
| − | The Goals Rating TAB allows you to set goals which you would like each employee to achieve and their rate their progress towards achieving these goals.
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| − | # Select the Employee Folder.
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| − | # Select the desired Employee.
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| − | # Select the Performance Reviews sub-folder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the Goals Rating TAB.
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| − | # Select the <b>Add Defined Goal</b> button.
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| − | # Select all desired Defined Goals from the pop up menu.
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| − | # Select the <b>OK</b> button.
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| − | # Select the <b>Add Custom Goal</b> button.
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| − | # Enter the <b>Name</b> of the custom goal.
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| − | # Select the <b>OK</b> 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 <b>Save</b> button to save the current Goals Rating.
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| − | # Alternatively select the <b>Continue</b> button to save the current Goals Ratins and to continue on to Overall Rating.
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| − | <br/>
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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 aa well as their proficiency in achieving their goals in which they have been set.
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| − | # Select the Employee Folder.
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| − | # Select the desired Employee.
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| − | # Select the Performance Review sub-folder.
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| − | # Select the desired Performance Review from the list.
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| − | # Select the Overall Rating TAB.
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| − | # <b>Calculated Average Score</b> is the average calculated from all the ratings that given in the Skills Rating TAB and the Goals Rating 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> textarea.
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| − | # Select the <b>Save</b> button.
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| − | <br/>
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| − | <br/>
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| − | <youtube v="otymaBKSgSM" />
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| − | <br/> | + | |
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| − | Please note: This video contains most of the standard features in the Subscribe-HR Performance Review system. This video should only be used to understand the look and feel of the Performance Review section. It does not contain reference to all the different processing of Performance reviews that are available. Nor does is contain reference to Values and Development Plan.<br/>
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| − | [[File:subscribehr_logo.gif]] | + | |
