Performance Review
The Performance Review workflow enables employees and reviewers, normally the manager, to participate in a performance management process around the establishment and completion of a performance review form.
The performance review process is defined as a workflow with a set of sequential steps, some of which are not mandatory. The steps are dependent on the style of performance management form being completed by the employee.
Prerequisites
Rules and Guidelines
- Multiple Training workflows can be setup but only one Training workflow can be active at a time.
- The Enabled tick box indicates which workflow will be applied when a training request is submitted.
- Roles are used at various stages of the workflow to identify recipients of emails, tasks, and notifications.
- Escalation days for each step must be the same as the escalation days set on the template.
Field Information
Workflow ID*
This refers to a code of up to 20 characters that represents the workflow name.
Description*
Enter a summary or subtitle of the workflow.
Administrator*
Choose from the dropbox the user who will be the administrator of this workflow.
- In the event of a task being escalated, the administrator will be notified via email or the To Do List.
Enabled
This displays the following options:
| Options | Description |
|---|---|
| Enable | This enables the workflow. |
| Disable | This disables the workflow. |
Setup
- On the Performance Review screen, enable a workflow by clicking New or selecting an existing workflow and modifying it. Each step ID has a corresponding drilldown screen that helps the user to enable or add tasks which correspond to a particular step in the workflow.
- After enabling the workflow, the user needs to create a Rating Model/Performance Ratings. This screen enables the user to set the basic Key Performance Indicators (KPI) for the employee's assessment and the percentage that each criteria corresponds to.
- After creating the Rating Model, access the Define Template Wizard to set the look of the Performance Review document. On this window, the user can set details such as instructions displayed to both employee and Manager, performance criteria, employee comments, and overall rating. Go through the steps in the Wizard and fill out the required fields. After creating the Performance Review template, the user can view or make additional modifications to the document by going to the Form Templates section under the Define Template Wizard.
- After completing the above steps, the user can now start with the actual Performance Review.