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Header

Selected information nominated on this screen are displayed as the header record on each of the steps in the Performance Review workflow.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

Rules and Guidelines

  • Any or all fields can be changed with the exception of the Template ID.

Field Information

ClosedTemplate ID*

This field displays the selected template name.

ClosedDocument Status*

This field displays the current status of the selected Template ID.

Options Description
A The 'Active' option means that the template is available for selection in the Initiate Process step.
I The 'Inactive' option means that the template will not be available for selection in the Initiate Process step.

 

ClosedTitle*

This field describes the template (e.g., Quarterly Performance Review for Sales Department, etc.).

ClosedPurpose of Form

This field describes the purpose of the form.

This field can accommodate up to 1000 characters.

ClosedExample:

Probation Review process for store staff at 4, 8, and 12 weeks after employment.

ClosedWorkflow*

This is the Performance Review workflow to be used with the selected template

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 (on 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*

This field specifies if the results will be recorded in the system or not.

Options Description
Y This option means that the performance data recorded on 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 This option means that the performance data recorded on 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

A number of days for each of the listed targets is entered in this field. This is then used as a basis for determining the target date that is to appear in the form header and 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.

Options Values Description

 

Employee Update Target - Period Start

 

10

The employee must complete the First Phase of the workflow within 10 days after workflow is initiated.

  • e.g. Workflow initiated on the 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 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 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 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 exists.

ClosedExamples:
  1. Employee Update must be completed by 4/4/11 (i.e.,10 days after the start date).
  2. Employee Input Target must be completed by 9/4/11 (i.e., 5 days after the previous completion date of the 4/4/11).
  3. Reviewer Review Target must be completed by 24/4/11 (i.e., 15 days after the previous completion date of the 9/4/11).
  4. Employee Feedback Target must be completed by 29/4/11 (i.e., 5 days after the previous completion date of 24/4/11).

 

ClosedDisplay this Information on Performance Review Wizards

Item selected in this section will appear on the Details section for each step of the workflow (e.g. if All option were nominated) where the Header/Details information is displayed.