One moment please...
 
Exact Synergy Enterprise   
 

Adding Reviewers for Competency or Performance Review Profiles

Introduction

A competency profile is a template consisting of a set of competences, which is used to assess the competences of the applicants and/or people. Meanwhile, a performance review profile consists of a set of attributes and is used to measure the performances of the people.

At this screen, you can add reviewers to review a particular competency profile of an applicant or person or a particular performance review profile of a person. You can also remove the selected people as reviewers or view the default or mandatory reviewers.

A default reviewer can only be the direct manager of the person, the person which the profile belongs to, or both, depending on the settings defined in the HRM general or division settings. For more information on the HRM general and division settings, see Defining HRM General Settings and Creating and Modifying Divisions respectively.

This function is available only if the competency method is defined as Advanced in the HRM general settings.

Menu path

  • To add reviewers for competency profiles, go to HRM/Setup/Competency management/Generate competence profile, define the mandatory criteria, and click Show. Then, select a check box next to the ID of an applicant or person and click the corresponding browser under the Reviewers column.
  • To add reviewers for performance review profiles, go to HRM/Setup/Performance review management/Generate performance review profile, define the mandatory criteria, and click Show. Then, select a check box next to the ID of a person and click the corresponding browser under the Reviewers column.

Roles & rights

  • To add reviewers for competency profiles, function right 508 – Maintain payroll components is required. Users with the HR role have this function right.
  • To add reviewers for performance review profiles, 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

Refresh

Click this to update the list of people according to the defined criteria.

Add

Click this to add the selected person(s) as reviewer(s) of the profile.

Note: This is available only if you have clicked Refresh to display the list of people.

Close

Click this to return to the competency or performance review profiles generation screen. For more information, see Generating Competency Profiles or Generating Performance Review Profiles.

Description

Division

Type or select the division code of the people. For more information on divisions, see Overview of Divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing Division Cards.

Cost center

Type or select the cost center code of the people. For more information on cost centers, see Overview of Cost Centers. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and Modifying Cost Centers.

Job group

Type or select the job group code of the people. For more information on job groups, see Overview of Job Groups.

Job activity

Type or select the job activity code of the people. For more information on job activities, see Overview of Job Activities.

Job title

Type or select the job title code of people. For more information on job titles, see Overview of Job Titles.

Person

Type or select the ID to display the selected person. For more information on creating applicants or person, see Creating and Modifying Entries for People.

Type

Select the Employee, Contractor, Student, and/or Temporary check boxes to display people with the respective employment types.

Once you have clicked Refresh to display the list of people, you can add the people as reviewers by selecting the check boxes next to the IDs and names of the people and then click Add. See the following screen for an example:

People selected as reviewers of the profile will have Selected displayed under the Status column and the check boxes disabled. If you want to remove a person as a reviewer, click delete located on the same row as the reviewer. The default reviewers are defined in the HRM general or division settings and thus, cannot be removed.

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: 17.313.527
 Assortment:  Date: 13-12-2010
 Release: 230  Attachment:
 Disclaimer