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Exact Synergy Enterprise   
 

Creating Performance Review Profiles

Introduction

The Performance Review Management can be considered as part of the development of employees because it supports the competency development at all levels. With this, the management will be able to identify the training needs for the person to achieve better results.

At this page, you can create a performance review profile for an employee. If you want to generate multiple performance review profiles for employees at one time, see Generating Performance Review Profiles.

Menu path

To create performance review profiles for employees, go to HRM/Reports/People/People, define the relevant criteria, and click Show. Click the person's name under the Name column, click the hyperlink at Performance review profiles, and then click New.

Roles & rights

To create performance review profiles for employees, function right 107 – Maintain performance review is required. Users with the HR role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the profile for the person.

Save + New

Click this to save the profile for the person and create a new profile.

Close

Click this to exit.

Description

General section

Person

This displays the ID and name of the person which the profile belongs to.

Job title (Level)

This displays the job title and the job level of the person.

Manager

This displays the manager of the person. You can click the name of the manager to view the details of the person. For more information, see Viewing Personal Cards.

Profile section

Description

Type the description of the profile.

Start date

Type or select the start date of the profile. By default, the system-generated date will be filled in. 

Copy section

From

Type or select an ID of a person to copy the performance review profile template of the selected person to this person.

Profile

Select the profile to be copied. This is available only if the person selected at From has an existing performance review profile.

Once users have clicked Save to save the profile, the following screen will be displayed:

 

For more information, see Viewing Performance Review Profiles Listing.

Related document

     
 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: 17.289.822
 Assortment:  Date: 10-12-2010
 Release: 230  Attachment:
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