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Exact Synergy Enterprise   
 

Generating performance review profiles

Menu path

HRM ? Setup ? Performance review management ? Generate performance review profile

Introduction

On this page, you can create performance review profiles for employees by copying the performance indicators from the performance review groups created. You can also define multiple reviewers for the profiles that are to be generated, thus allowing the performance review of the employee to be assessed by more than one reviewer. This feature is part of the Performance Review Management process, which is used to measure the performance of employees. With this, the management will be able to identify the training needs for the employees to achieve better results.

The process steps of Performance Review Management in Exact Synergy Enterprise are:

  1. Defining settings — The general or division settings need to be defined before this application can be used properly. For more information, see Defining HRM general settings or Creating and modifying divisions.
  2. Creating field types — Field types are settings of the ratings used to measure the competences, performances, or targets of applicants or employees. For more information, see Creating and modifying field types for competences, personal indicators, and targets of  employees.
  3. Creating performance indicators — Indicators are skills that are required to perform the jobs. Indicators can be created before or after the performance review groups are created. For more information, see Creating and modifying performance indicators.
  4. Creating performance review groups — Performance review groups are set up to group the performance indicators into a main group. These indicators are used to rate the performance of the employees. Performance review groups can be created before the indicators are created.
  5. Linking performance indicators per job activity and level — Depending on skills and experience, certain employees in an organization may perform the same activity, but are at different job levels (similar to having junior and senior level positions). These employees may be reviewed on different indicators. For better maintenance purposes, it is possible to link the performance review group to a job activity, and then define which indicators are required for each job level. For more information, see Overview of performance review groups per job activity.
  6. Generating performance review profiles — When performance review groups have been set up, the manager or reviewer needs to generate the performance review profile and link the performance review profile to one employee or more. Once the profiles are generated, a message will be displayed where you can opt to have the performance review requests for the profiles to be generated at that point of time, or later on when the background job is performed.
  7. Generating performance review requests — Once performance review profiles have been generated, performance review requests can be generated to notify reviewers to complete the review of the profiles. If there are profiles already generated but requests have not been generated for them and the background job has not been performed, it is possible to generate these requests manually. For more information, see Generating performance review requests.
  8. Viewing and reviewing performance review profiles — Once performance review profiles have been generated, the profiles can be reviewed by the reviewers at the respective personal cards. For more information, see Viewing performance review profiles.

Roles and rights

To generate performance review profiles for people, function right 107 – Maintain performance review is required. By default, users with the HR role have this function right.

Note:

  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 253 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate performance review profiles?

  1. On the HRM: Generate performance review profile page at Performance review under the Link: From section, select the performance review group to link to the employees.
  2. Type the description of the profile at Description.
  3. At Request: Start date, define the start date of the request that will be created and sent to the reviewers when profiles are created.
  4. Define other relevant information.
  5. Click Show.
  6. Select the check boxes next to the corresponding employees for which the profiles are to be generated.
  7. Click Generate profiles. A message "Do you want to generate requests for the created profiles? Click YES to generate the requests directly. Click NO to generate the requests via a background job." will be displayed.
  8. Click Yes or No. Regardless of the selection, the profiles would have been generated.

Keep in mind: All fields with the “!” icon are mandatory.

How do I add people as reviewers of profiles?

  1. On the HRM: Generate performance review profile page at Performance review under the Link: From section, select the performance review group to link to the employees.
  2. Type the description of the profile at Description.
  3. At Request: Start date, define the start date of the request that will be created and sent to the reviewers when profiles are created.
  4. Define other relevant information.
  5. Click Show.
  6. Select the check boxes next to the corresponding employees for which the profiles are to be generated, and then click under the Reviewers column. The HRM: Reviewer page will be displayed.
  7. Define the criteria to display people who match the criteria, and then click Refresh.
  8. Select the check box next to the person whom you want to add as a reviewer, and then click Add.
  9. Click Close.
  10. Click Generate profiles. A message "Do you want to generate requests for the created profiles? Click YES to generate the requests directly. Click NO to generate the requests via a background job." will be displayed.
  11. Click Yes or No. Regardless of the selection, the profiles would have been generated.

Keep in mind: All fields with the “!” icon are mandatory.

Buttons

Fields

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.019.968
 Assortment:  Date: 16-12-2014
 Release: 230  Attachment:
 Disclaimer

Attachments
ESE-OH253-Generatingperformancereviewprofiles-final.docx 34.8 KB View Download