Define Template

This wizard defines the performance review form template. The template consists of a number of sections (with the exception of the form header) and the user can setup the appearance for each section of the Performance Review document.

Prerequisites

Rules and Guidelines

  • Information is retained when using the Back button on any of the windows within the Workflow.
  • Subsequent maintenance of each screen within this template can be accessed through individual Navigator items.

 

Select Start Wizard to begin.

Field Information

ClosedSelection

Performance Review Template Creation Wizard

This wizard will help you configure the Performance Review Screens (Templates).

Start by entering the name of your new template. If you wish to import details from an existing template, simply select a template from the drop down, otherwise leave it blank.

The following areas of the Performance review can be configured as required:

 

  • Instructions displayed to Employee and Manager
  • Setup performance criteria
  • Employee Comments and overall rating

 

Click the Next button to setup the general appearance of your review template.

 

ClosedHeader

This section determines the general appearance and configuration of the Performance Review form. The tick boxes determine the visibility of instructions on the screen.

 

ClosedTemplate ID*

This field displays the Template Name.

ClosedDocument Status*

A status for each Templates created is assigned. Newly created templates may be flagged as Inactive until such time that they are applicable.

A Active. Template is available for selection in the Initiate process step.
I Inactive. Template will not be available for selection in the Initiate process step.

 

ClosedTitle*

Enter the title of the form/template that describes the template, e.g. Quarterly Performance Review for Sales Department, etc.

ClosedPurpose of Form

Enter details on what the form is used for and possibly the process used.

Example

Probation review process for store staff at 4, 8 and 12 weeks after employment.
  • The form is automatically created using a scheduled task; managers will receive the form via a My To Do List entry.

 

ClosedWorkflow

Select from the dropdown the workflow process to be used for this form.

  • Workflows defined in this area can be used by more than one form template.
  • Only those Performance Review Workflows that are enabled (in the Performance Review Workflow window) will be available for selection.
  • If during the Initiate step the system determines that the workflow is no longer enabled, the process is terminated.

 

ClosedRecord Results
Y Performance data recorded in the Performance Review screen will be used in future rewards and recognition function.
After the last manual workflow step the final result will be inserted into the Performance Review screen as part of the Archive process.
N Performance data recorded in the Performance Review screen will not be used in a future rewards and recognition function

 

ClosedCompletion Deadlines

Automated reminders are set in this field, which will enable for a prompt to be sent to the employee if the stage is not completed by the set target date.

 

ClosedTarget Completion Relative Days

For each of the listed targets, a number of days is entered which is used as a basis for determining the target date that is to appear in the form header, whether the process step has met the target date and if issuing reminders are required. Any of the targets can be left blank, as they will be deemed as no target exists.

Employee Update Target - Period Start 10

The employee must complete the First Phase of the workflow within 10 day after workflow is initiated, e.g. if the workflow was initiated on 25/3/11, employee must complete this step before the 4/4/11.

  • If the task is not completed with the set time, it is escalated to the Administrator.
  • If left blank no target date exists.
Employee Input Target - Period End 5

The employee must complete the Input of tasks/Items in the Update Agree Assessment step of the workflow (ESS) within 5 days of the previous due date, e.g. this task must be completed before the 9/4/11 regardless of when the employee completed the previous task.

  • If the task is not completed within the set time, it is escalated to the Administrator
  • If left blank no target date exists.
Reviewer Review Target - Period End 15

The Reviewer must complete the employee ratings , Agree Assessment and Comments sections within 15 days of the previous due date, e.g. this task must be completed before the 24/4/11, regardless of when the employee completed the previous task.

  • If the task is not completed within the set time, it is escalated to the Administrator
  • If left blank no target date exists.
Employee Feedback Target - Period End 5

The employee must complete the Feedback task (ESS) within 5 days of the previous due date, e.g. this task must be completed before the 29/4/11, regardless of when the reviewer completed the previous task.

  • If the task is not completed within the set time, it is escalated to the Administrator
  • If left blank no target date exists.

Example

1. Employee Update must be completed by 4/4/11, 10 days after the start date.

2. Employee Input Target must be completed by 9/4/11 5 days after the previous completion date of the 4/4/11.

3. Reviewer Review Target must be completed by 24/4/11 15 days after the previous completion date of the 9/4/11.

4. Employee Feedback Target must be completed by 29/4/11 5 days after the previous completion date of the 24/4/11.

 

ClosedDisplay this information on the Performance Review Wizards

Items selected in this section will appear on the Details section for each step of the workflow.

 

ClosedInstructions

This section allows for the instructional text that appears at the start of the form for each of the employee and reviewer roles associated with the form at each step in the process to be defined.

ClosedUpdate Step

Employee

When the tick box is selected the text entered in this section is displayed when the employee views the form during the update step of the workflow.

Reviewer

When the tick box is selected the text entered in this section is displayed when the reviewer views the form during the update step of the workflow.

  • Text entered into this field does not currently appear in any windows or processes.

 

ClosedInput Step

Employee

When the tick box is selected the text entered in this section is displayed to the employee during the input step of the workflow.

Reviewer

When the tick box is selected the text entered in this section is displayed to the reviewer during the input step of the workflow.

  • Text entered into this field does not currently appear in any windows or processes.

 

ClosedReview Step

Employee

When the tick box is selected the text entered in this section is displayed to the employee during the review step of the workflow

  • Text enter into this field does not currently appear in any windows or process.

 

Reviewer

When the tick box is selected the text entered in this section is displayed to the reviewer during the review step of the workflow.

ClosedFeedback Step

 

ClosedFeedback Step

Employee

When the tick box is selected the text entered in this section is displayed to the employee during the Feedback step of the workflow.

Reviewer

When the tick box is selected the text entered in this section is displayed to the reviewer during the Feedback step of the workflow.

 

Select Next>

 

ClosedAgreed Assessment

This section allows you to customise the appearance of the Performance Review screens. To enable the sections select the appropriate tick box. The titles in the grey boxes can be modified and will be displayed on the respective screens.

ClosedEnable Agreed Assessment Section

When selected, it will enable the Agreed Assessment Section of the Performance Review. Otherwise, no information will be required from the employee.

ClosedCustomise the Appearance of the criteria table

When selected, any of the following labels will appear on the Assessment section of the Performance Review Form.

  • Performance Criteria Title
  • Display Measurement Column
  • Display Description Column
  • Display Completion Date
  • Display Measurement Attribute
  • Display Weightages

 

 

ClosedCustomise the Appearance of the Assessment Section

This allows you to customise what items you want to appear in Assessment section.

Just tick the items or select the drop down for the default selection.

Select Rating Model    
Use Weightings to Calculate Ratings    
Enable Self Evaluation    
Display Employee Comment    
Enable Evaluation by Reviewer    
Display Comments by Reviewer    
Display Comments on Section (Employee)    
Display Comments on Section (Reviewer)    

Select Next>.

 

ClosedRatings

This section allows you to customise the appearance of the Rate and Comment section.

Enable Rating and Comments Section    
Select Rating Model  
Calculate Section Weighted Rating  
Capture Employee Rating    
Capture Employee Comment    
Employee Section Summary    
Capture Reviewer Rating    
Capture Reviewer Comment    
Reviewer Section Summary    

 

Order

Group Title

Item Title

Description

Weight

Select Next>

 

ClosedComments

This section allows you customise the appearance of the comments only section.

Use Comment Only Section    
Capture Employee Comments    
Capture Reviewer Comments    

Order

Group Title

Item Title

Description

Weight

Select Next>>

 

ClosedSummary

This section allows you to customise the appearance of the Summary section.

Reviewer Input

Provide Instructions to Reviewer    
Allow Reviewer to Enter Overall Rating    
Display Reviewer's Comments on Employee's Overall Performance    
Select Rating Model    

 

Employee Input

Display Employee's Comments on Overall Performance    

 

Signatures

Provide Instructions Regarding Signatures    
Display Employee Signature Area on Review Document    
Display Reviewer Signature Area on Review Document    

Select Finish >>