Exact Synergy Enterprise

Creating and modifying performance review groups

Menu path

HRM ? Setup ? Performance review management ? Performance review groups

Introduction

On this page, you can create performance review groups or modify existing ones. A performance review group is created to group all performance indicators that are relevant to a job activity and level. 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. For more information, see Generating performance review profiles.
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 create and modify performance review groups, 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 create performance review groups?

1. On the HRM: Performance review groups page, click New. The HRM: Performance review group - New page will be displayed.
2. Type the description of the group at Description.
3. Define other relevant information.
4. Click Save. This group will now be displayed under the Performance review groups section on the HRM: Performance review groups page.

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

How do I modify existing performance review groups?

1. On the HRM: Performance review groups page, click the corresponding hyperlink under the Performance review groups section.
2. Click Edit.
3. Make the necessary changes, and then click Save.

Related documents

• Creating and modifying performance indicators
• Creating and modifying divisions
• Creating and modifying field types for competences, performance indicators, and targets of employees
• Defining HRM general settings
• Exact video library
• Generating performance review profiles
• Generating performance review requests
• Overview of performance review groups per job activity
• Viewing performance review groups listing
• Viewing performance review profiles