PERFORMANCE MANAGEMENT

Performance Management

Ask The Expert (ATE)

 

  1. The Performance Management module combines a number of performance management process elements into a single, wizard-like interface enabling a user to always know where he finds himself in the overall process
  2. The Module administrator can setup the following items in the module libraries:
    • Agreement years (Define Start Date, End Date and Active status)
    • Assessment Frequencies (Example: Annual, Bi-Annual, Quarterly)
    • Assessment Periods (Example: First semester, second semester, etc.)
    • Contract Weight Items
    • Key Performance Areas
    • Key Performance Indicators
    • Rating Scales
    • Perspectives

  3. The system allows the descriptions or labels of the following items to be changed as per client terminology:
    • Agreement Year
    • Assessment Frequency
    • Assessment Period
    • Comments
    • Contract Weight Items
    • CWA (Calculated Weighted Items)
    • Development Categories
    • Key Performance Area
    • Key Performance Indicator
    • Manage Final Scores
    • PDP (Personal Development Plan)
    • Performance Agreement
    • RA (Revised Average)
    • Rating Scales
    • Measures
    • Standards

  4. Manager can create agreements on behalf of direct subordinates
  5. When opening the performance management portal, the employee has the option of viewing his / her own agreement or the agreement of employees reporting directly to him / her.
  6. If the employee does not have a Performance Management manager (see "Reporting Lines" section in "Employee Information Management" section), he will be prompted to confirm if the default line manager should be used as the Performance Management manager as well. If confirmed, the line manager is automatically linked to the employee.
  7. The employee may only continue with the process if a Performance Management manager has been specified.
  8. When creating an agreement, the assessment frequency is selected from the pre-configured list of frequencies.

  9. When opening an agreement, a summary view indicates what the status of each step in the process is by showing each step as:
    • Grey – to be started
    • Orange – started but still in progress
    • Green – completed

  10. Each performance contract / agreement consist of the following sections:
    • Key Performance Area (KPA) section – The following fields are populated when a KPA record is created:
      • Perspective
      • Key Performance Area
      • Key Performance Indicator
      • Measures
      • Rating Scale
      • Comments
      • Weight
    • Key Competency Section (KC) section – The following fields are populated when a KC record is created:
      • Key Competency
      • Proficiency
      • Rating Scale
      • Comments
    • Company Values
      • The organisation's values (Example: Integrity, honesty, respect) are defined in the Job Profiler module. The values are displayed on the Performance agreement and the employee's behaviour can be evaluated against these values:
        • Employee can provide comments and rate himself on each value
        • Manager can provide comments and rate employee on each value
        • Manager specifies final rating on each value
    • Leadership behaviours
      • Managers undergo an assessment based on a set of values agreed to by the organisation
        • Employee can provide comments and rate himself on each value
        • Manager can provide comments and rate employee on each value
        • Manager specifies final rating on each value

  11. Module can be setup to require dual approval (Manager and employee both have to approve)
  12. Once an assessment period has been approved, the assessment period can be rated
  13. Each KPA / KPI is rated by both employee and manager and also has a final rating which represents the rating agreed to between the employee and manager
  14. If required, some KPA / KPI records can be excluded from the final rating calculation
  15. System automatically calculates final rating
  16. Final rating can be overridden if required
  17. Once the employee or manager has rated the assessment period, it is approved and ultimately finalised