Workbench - List View

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(WORKBENCH Performance)
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=WORKBENCH Performance=
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{{page.name: Performance: Workbench - List View - Subscribe-HR Wiki}}
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{{page.head: Workbench - List View}}
  
On the Dashboard, there is an option on the left hand side called WORKBENCH.
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__TOC__
  
In the WORKBENCH there are a number of options including Company Directory and Onboarding. Performance is also an options. If you click on the WORKBENCH : Performance you will be able to access Performance Reviews.  
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=Rating Scales=
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Ratings are the scale with which managers or employees can rate skills, goals, behaviours and values in a performance management canvas. Rating scale can be customised to use a range of different input widgets.
  
When the Performance Review has been build using SHaRE, then sent out to the relevant people based on the rules that are assigned to the review using Performance Deployment, the Performance Review is sent to the relevant Person and received in the WORKBENCH: Performance.  
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==Creating a Rating==
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#After logging into the Subscribe-HR , select <b>Performance</b> from the left hand navigation.<br>
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#Select the <b>Rating Scales</b> folder.<br>
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#Click [Create New] button.<br>
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#Fill in the fields as defined below.<br>
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#Select the [Save] button.<br>
  
WORKBENCH: Performance is like a list all of Performance Reviews. So if a HR User Logs in, they will be able to see their reviews, and all other reviews. If a Manager Logs in, they will be able to see their reviews plus their teams reviews. Special filters can also be set-up for varies rule access between managers and employees.  
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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>
  
There are filter options for each person at the top of the page, which allows for reviews to be seen and accessed based on Date Periods, Key Words and Department sorting (For HR). Actions can be taken against each review.
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==Rating Fields / Options Explained==
  
There is an Action function will allows for users to open up a review and interact with it and review results (Reporting). Each Review will also be stored against the Employees Subfolder (Reviews).  
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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">Field 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">Rating Name</td>
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<td width="484">The name of the rating</td>
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</tr>
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<tr>
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<td width="206">Rating Type</td>
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<td width="484">Currently, the only supported rating type is numeric. Additional types may be added in the future.</td>
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</tr>
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<tr>
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<td width="206">Display Type</td>
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<td width="484">Selects the way the rating is displayed to the user e.g. slider, star rating or drop down field.</td>
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</tr>
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<tr>
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<td width="206">Min Value</td>
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<td width="484">Lowest number on the scale.</td>
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</tr>
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<tr>
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<td width="206">Max Value</td>
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<td width="484">Highest number on the scale.</td>
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</tr>
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<tr>
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<td width="206">Rating Step</td>
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<td width="484">Space between numbers on the scale e.g 1 or 0.5.</td>
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</tr>
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<tr>
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<td width="206">Label Step (Display Type = Slider)</td>
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<td width="484">Space between labels on the scale e.g. 1.</td>
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</tr>
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<tr>
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<td width="206">Tick Placement (Display Type = Slider)</td>
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<td width="484">Specifies how ticks should be drawn on the slider e.g. top, bottom etc.</td>
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</tr>
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<tr>
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<td width="206">Display Tooltip (Display Type = Slider)</td>
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<td width="484">Indicates whether tooltip should be shows when selecting options on the sliding scale.</td>
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</tr>
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<tr>
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<td width="206">Display Labels (Display Type = Slider or Star Rating)</td>
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<td width="484">Indicates whether labels should be displayed on the scale. For slider labels are numeric values that are shown underneath the sliding scale. For star rating they are option labels.</td>
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</tr>
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<tr>
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<td width="206">Scale Options</td>
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<td width="484">Scale options are autogenerated based on selection made in the configuration options. Users can specify custom label names and scores to assign to each option by entering it in the text boxes. Default option can also be set by clicking on the icon that appears before option number.</td>
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</tr>
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</table>
  
They can be access from there, for completing and historical views.
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Revision as of 00:26, 5 June 2019


Rating Scales

Ratings are the scale with which managers or employees can rate skills, goals, behaviours and values in a performance management canvas. Rating scale can be customised to use a range of different input widgets.

Creating a Rating

  1. After logging into the Subscribe-HR , select Performance from the left hand navigation.
  2. Select the Rating Scales folder.
  3. Click [Create New] button.
  4. Fill in the fields as defined below.
  5. Select the [Save] button.

Mandatory fields are marked with a red asterisk, the record will not be saved unless mandatory fields are filled in first.

Rating Fields / Options Explained

Field Name Description
Rating Name The name of the rating
Rating Type Currently, the only supported rating type is numeric. Additional types may be added in the future.
Display Type Selects the way the rating is displayed to the user e.g. slider, star rating or drop down field.
Min Value Lowest number on the scale.
Max Value Highest number on the scale.
Rating Step Space between numbers on the scale e.g 1 or 0.5.
Label Step (Display Type = Slider) Space between labels on the scale e.g. 1.
Tick Placement (Display Type = Slider) Specifies how ticks should be drawn on the slider e.g. top, bottom etc.
Display Tooltip (Display Type = Slider) Indicates whether tooltip should be shows when selecting options on the sliding scale.
Display Labels (Display Type = Slider or Star Rating) Indicates whether labels should be displayed on the scale. For slider labels are numeric values that are shown underneath the sliding scale. For star rating they are option labels.
Scale Options Scale options are autogenerated based on selection made in the configuration options. Users can specify custom label names and scores to assign to each option by entering it in the text boxes. Default option can also be set by clicking on the icon that appears before option number.





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