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| | There is a number of small components that need to be configured in order to create a performance review process. This guide outlines steps in creating new review process from scratch. The following steps outline how to create all review components: | | There is a number of small components that need to be configured in order to create a performance review process. This guide outlines steps in creating new review process from scratch. The following steps outline how to create all review components: |
| | | | |
| − | # [[Setting-Up-Ratings|Create rating scale]] - rating | + | # [[Setting-Up-Ratings|Create rating scale]] - rating scale is used to assign rating to skills, goals, values and behaviours in the performance review canvas. |
| | + | # [[Performance_canvas|Create performance review canvas]] - performance review canvases are used in a review and check-in steps in the performance workflow. To create performance review only one canvas is required however it is a good idea to think of other canvases that may be used in the future for check-ins and create them at this point. Canvases will need rating scales assigned to performance related questions. |
| | + | # [[Creating-Performance-Workflow|Create performance workflow]] - when creating performance review workflow please take into account all steps that you would like to include as part of your review process. Once workflow is deployed it can no longer be modified. Workflow must have at leas one step added to it |
| | | | |
| − | ==My Performance==
| + | Sections below outline how performance workflow can be used to setup various review scenarios. |
| − | My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
| + | |
| | | | |
| − | ===My Performance Fields=== | + | ==One Way Review (Employee Only)== |
| | | | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | This is a basic review |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Id</td>
| + | |
| − | <td width="484">Unique identifier for the review process.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Created Date</td>
| + | |
| − | <td width="484">Date review was created.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Current Step</td>
| + | |
| − | <td width="484">Name of current step.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Due Date</td>
| + | |
| − | <td width="484">Date the step needs to be completed by.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Next Step Start Date</td>
| + | |
| − | <td width="484">Date when next step will start after current step is completed.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Assigned To</td>
| + | |
| − | <td width="484">Who the step is assigned to e.g. Employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Completion %</td>
| + | |
| − | <td width="484">Percentage completion of an entire review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Actions</td>
| + | |
| − | <td width="484">Actions available to be applied against performance review record.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| | | | |
| − | ===My Performance Actions=== | + | ===My Performance Fields=== |
| − | | + | |
| − | Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Open Review</td>
| + | |
| − | <td width="484">Opens performance review tool if the step is open to current employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Results</td>
| + | |
| − | <td width="484">Display survey results.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ==My Team's Performance==
| + | |
| − | | + | |
| − | My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
| + | |
| − | | + | |
| − | ===My Team's Performance Fields===
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Id</td>
| + | |
| − | <td width="484">Unique identifier for the review process.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Employee Id</td>
| + | |
| − | <td width="484">Id of the employee who is the subject of the review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Employee Name</td>
| + | |
| − | <td width="484">Name of the employee who is the subject of the review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">My Role</td>
| + | |
| − | <td width="484">What my role is in the review e.g. manager or peer.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Created Date</td>
| + | |
| − | <td width="484">Date review was created.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Current Step</td>
| + | |
| − | <td width="484">Name of current step.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Due Date</td>
| + | |
| − | <td width="484">Date the step needs to be completed by.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Next Step Start Date</td>
| + | |
| − | <td width="484">Date when next step will start after current step is completed.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Assigned To</td>
| + | |
| − | <td width="484">Who the step is assigned to e.g. Employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Completion %</td>
| + | |
| − | <td width="484">Percentage completion of an entire review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Actions</td>
| + | |
| − | <td width="484">Actions available to be applied against performance review record.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ===My Team's Performance Actions===
| + | |
| − | | + | |
| − | Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Open Review</td>
| + | |
| − | <td width="484">Opens performance review tool if the step is open to current employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Reopen Step</td>
| + | |
| − | <td width="484">If step has been submitted it can be unlocked using this action.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Force Start Next Step</td>
| + | |
| − | <td width="484">Bypass delayed start option and open next step earlier.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Results</td>
| + | |
| − | <td width="484">Display survey results.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Delete</td>
| + | |
| − | <td width="484">Delete the review and all data associated with it.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ==All Performance==
| + | |
| − | | + | |
| − | All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
| + | |
| − | | + | |
| − | ===All Performance Fields===
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Id</td>
| + | |
| − | <td width="484">Unique identifier for the review process.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Employee Id</td>
| + | |
| − | <td width="484">Id of the employee who is the subject of the review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Employee Name</td>
| + | |
| − | <td width="484">Name of the employee who is the subject of the review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">My Role</td>
| + | |
| − | <td width="484">What my role is in the review e.g. manager or peer.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Created Date</td>
| + | |
| − | <td width="484">Date review was created.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Current Step</td>
| + | |
| − | <td width="484">Name of current step.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Due Date</td>
| + | |
| − | <td width="484">Date the step needs to be completed by.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Next Step Start Date</td>
| + | |
| − | <td width="484">Date when next step will start after current step is completed.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Step Assigned To</td>
| + | |
| − | <td width="484">Who the step is assigned to e.g. Employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Completion %</td>
| + | |
| − | <td width="484">Percentage completion of an entire review.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Actions</td>
| + | |
| − | <td width="484">Actions available to be applied against performance review record.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ===All Performance Actions===
| + | |
| − | | + | |
| − | Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Open Review</td>
| + | |
| − | <td width="484">Opens performance review tool if the step is open to current employee.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Reopen Step</td>
| + | |
| − | <td width="484">If step has been submitted it can be unlocked using this action.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Force Start Next Step</td>
| + | |
| − | <td width="484">Bypass delayed start option and open next step earlier.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Results</td>
| + | |
| − | <td width="484">Display survey results.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Delete</td>
| + | |
| − | <td width="484">Delete the review and all data associated with it.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ==Deployments==
| + | |
| − | | + | |
| − | Deployments view displays a full list of all deployments either pending or deployed. This view can be used by system administrators to track deployments. In this view users can filter the results by using search parameters on top of the form.
| + | |
| − | | + | |
| − | ===Deployments Fields===
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Id</td>
| + | |
| − | <td width="484">Unique identifier for the deployment record.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Created On</td>
| + | |
| − | <td width="484">Date deployment was created.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Name</td>
| + | |
| − | <td width="484">Deployment name.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Workflow Name</td>
| + | |
| − | <td width="484">Name of the workflow used in the deployment.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Scheduled Date</td>
| + | |
| − | <td width="484">Date reviews should be deployed.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Status</td>
| + | |
| − | <td width="484">Deployed or Pending.</td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Actions</td>
| + | |
| − | <td width="484">Actions available to be applied against deployment record.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | ===Deployments Actions===
| + | |
| − | | + | |
| − | Please note that not all actions may be visible at all times. Some actions may be disabled in workbench permissions.
| + | |
| − | | + | |
| − | <table border="1" width="100%" id="table3" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206">Cancel</td>
| + | |
| − | <td width="484">Cancels deployment process. Can only be performed if Status = Pending. If reviews were already deployed they would need to be deleted manually through all performance or my team's performance views.</td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | <br/>
| + | |
| | | | |
| | | | |
| − | <br/>
| |
| | | | |
| | <br><br>[[File:subscribehr_logo.gif]] | | <br><br>[[File:subscribehr_logo.gif]] |
There is a number of small components that need to be configured in order to create a performance review process. This guide outlines steps in creating new review process from scratch. The following steps outline how to create all review components:
Sections below outline how performance workflow can be used to setup various review scenarios.
