Revision as of 00:46, 17 April 2013

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Creating a Performance Reviews

1. Ensure you have set-up all required maintenance options: Performance Skills, Performance Goals, Performance Values, Development Plan. Ensure you have Configured your Performance Setting.

Performance Skills: http://www.subscribe-hr.com.au/wiki/Setting-up-performance-skills/
Performance Goals: http://www.subscribe-hr.com.au/wiki/Setting-Up-Performance-Goals/
Performance Values: http://www.subscribe-hr.com.au/wiki/Setting-Up-Performance-Values/
Development Plan: http://www.subscribe-hr.com.au/wiki/Setting-Up-Development-Plan/
Performance Settings: http://www.subscribe-hr.com.au/wiki/Performance/

1. After logging into Subscribe-HR, select the Human Resources TAB.
2. Select the Employee folder.
3. Select the desired Employee from the list.
4. Select the Performance Reviews sub-folder.
5. Select the [Create] button.
6. Fill in the fields.
7. Select the [Save] button.

Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first. 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: Tasks can be: Define Goals, Rate Goals, Rate Skills, Rate Values, Development Plan. Manager can then complete the overall review.

Dual Review: When the employee selects one of the stages in the review "Next Steps", 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. See Image Below.

Performance fields explained

Skills Rating

Rate the Employees Performance against Select Skills.

1. Select the Employee Folder.
2. Select the desired Employee.
3. Select the Performance Reviews sub-folder.
4. Select the desired Performance Review from the list.
5. Select the Skills Rating TAB.
6. Select the [Add Defined Skill] button.
7. Select all desired Defined Skills from the pop up menu.
8. Select the [OK] button.
9. Select the [Add Custom Skill] button.
10. Enter the Name and Description of the custom skill.
11. Select the [OK] button.
12. Rate each goal on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
13. Select the [Save] button to save the current Skills Rating.
14. Alternatively select the [Continue] button to save the current Skills Rating and to continue on to Goals Rating.

Goals Rating

Rate the Employees Performance against Select Goals.

1. Select the Employee Folder.
2. Select the desired Employee.
3. Select the Performance Reviews sub-folder.
4. Select the desired Performance Review from the list.
5. Select the Goals Rating TAB.
6. Select the [Add Defined Goal] button.
7. Select all desired Defined Goals from the pop up menu.
8. Select the [OK] button.
9. Select the [Add Custom Goal] button.
10. Enter the Name of the custom goal.
11. Select the [OK] button.
12. Rate each goal on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
13. Select the [Save] button to save the current Goals Rating.
14. Alternatively select the [Continue] button to save the current Goals Ratings and to continue on to Overall Rating.

Values

Rate the Employees Performance against Select Values.

1. Select the Employee Folder.
2. Select the desired Employee.
3. Select the Performance Reviews sub-folder.
4. Select the desired Performance Review from the list.
5. Select the Values Rating TAB.
6. Select the [Add Defined Value] button.
7. Select all desired Defined Values from the pop up menu.
8. Select the [OK] button.
9. Select the [Add Custom Value] button.
10. Enter the Name of the custom Value.
11. Select the [OK] button.
12. Rate each Value on a scale. You can chose between a scale based on 1 - 10 Scoring, with .5 options also.
13. Select the [Save] button to save the current Value Rating.
14. Alternatively select the [Continue] button to save the current Value Ratings and to continue on to Overall Rating.

Development Plan

Record information against Development Plan Questions / Headings.

1. Select the Employee Folder.
2. Select the desired Employee.
3. Select the Performance Reviews sub-folder.
4. Select the desired Performance Review from the list.
5. Select the Development Plan TAB.
6. Record Answers to the Development Plan Questions/Heading.
7. [Save] Record.

Please Note: 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.

Overall Rating

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.

1. Select the Employee Folder.
2. Select the desired Employee.
3. Select the Performance Review sub-folder.
4. Select the desired Performance Review from the list.
5. Select the Overall Rating TAB.
6. Calculated Average Score is the average calculated from all the ratings that given in the Skills Rating TAB and the Goals Rating TAB.
7. Alternatively check the Overwrite Score checkbox and select your overall score in the My Score dropdown.
8. Enter any overall comments about the skills and goals of the employee into the Overall Comments textarea.
9. Select the [Save] button.

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.