Assess Employee's Performance

Explanation

This activity is used to assess employee performance and development as well as how the employees have accomplished objectives, activities and performance criteria at the end of the performance measurement period. The result may be exceeding set goals and objectives, meeting set targets or the need to improve the employee performance in some areas. Based on the results of the evaluation process, further decisions regarding employee development and career planning can also be taken.

Note:  Performance score visible in the Performance Summary window is the sum of all objectives and the general performance criteria calculated based on specified weights against each of them. The performance summary can be updated through the following windows: Performance Periods, Employee Objectives and Activities and General Performance Evaluation.

Prerequisites

In order to perform this activity, objectives, activities and general performance criteria is required to be already assigned to the employee

System Effects

There are system effects.

Window

Employee Objectives and Activities
Employee Objectives
Employee Activities
General Performance Evaluation

Related Window Descriptions

Employee Objectives and Activities
Employee Objectives
Employee Activities

Procedure

Perform the following procedure to evaluate (rate) the activities connected to an employee objective;

  1. Open the Employee Objectives and Activities window.
  2. In the Emp ID field, specify the ID of the employee for whom you want to review the performance. Search or populate to select the required employee.
  3. Select the required objective in the Objective ID field.
  4. In the table of the window, select the required activity.
  5. Specify the target delivery value achieved for a given objective in the Achieved Target field.
  6. In the Percentage Achieved field, assess and enter the completion percentage for the objective if applicable.
  7. Specify the rating for the employee objective in the Evaluator Rating field.
  8. In the Evaluation Remark field, enter any information you may have relevant to the activity. This may be any piece of information related to the manner in which the employee activity has been completed or the operational environment in which the employee has performed.
  9. Enter any additional information you may have in the Comment field.
  10. Save the information.

Perform the following procedure to evaluate (rate) the employee objective;

  1. Open the Employee Objectives and Activities window.
  2. In the Emp ID field, specify the ID of the employee for whom you want to review the performance. Search or populate to select the required employee.
  3. Select the required objective in the Objective ID field.
  4. Specify the achieved target and the percentage achieved in the relevant fields for the objective.
  5. Enter the rating for the employee objective in the Evaluator Rating field. Select a rating using the list. The rank of the rating will show in the Score field.
    Note: If the the Use Activity Rating check box is selected for the employee objective, the score will be calculated using the summary of the activity ratings.
  6. In the Evaluation Remark field, enter any information you may have relevant to the objective. This may be any piece of information related to the manner in which the objective has been completed or the operational environment in which the employee has performed.
  7. Enter any additional information you may have in the Comment field.
  8. Save the information.

Perform the following procedure to evaluate (rate) your general performance criteria.

  1. Open the General Performance Evaluation window.
  2. Search or populate to find the employee that you want to evaluate. You can select your ID from the list.
  3. Select the required evaluation period in the Performance Period field.
  4. In the table of the window, go to the respective Performance Criterion.
  5. In the Evaluator Rating field, specify the rating for the performance criterion. Select a rating using the list.
  6. Enter any comments you have  into the Evaluation Remark field.
  7. Any required actions can be entered in to the Planned Action field.
  8. Save the information.