3. Process Steps
Administration Covered in this training
(Rating
Method, Compete Covered in ‘180 Degree
ncy etc…) Performance &
Competency – End User’
Moderate Create Evaluation
Covered in ‘Performance
& Competency –
Operational Activities’
Assign
Review/Appeal
Assessment
Assessments
Participants
Assess
4. Create Rating Method
1
3
3
2 4
It’s mandatory to specify a rating method.
1. Go to ‘Performance
Evaluation’ >> 2. Click ‘New ‘ to enter 3. Enter relevant
4. Save data
‘Administration’ >> a new rating method details
‘Rating Method’
5. Create Rating Items for the Rating Method
2
3
4
6 7
1
6
5
8
3. Enter
the
1. After saving 4. Click on 8. Save
2. Select number 5. Click
rating method ‘Generate 7. Save changes
the of rating ‘Edit’ to 6. Enter
click ‘View/Edit Rating edited made to
grading items are edit the data
Rating Method Method details all rating
method in the item
Items’ link Items’ items
rating
method
6. Define Proficiency Level
1
3
2
4
By default proficiency level 1- 6 is defined in the system
at the time of setup.
1. Go to ‘Performance
2. Click ‘New‘ to enter
Evaluation’ >> 3. Enter proficiency
a new proficiency 4. Save the data
‘Administration’ >> level name name
level
‘Proficiency level’
7. Create Competency Group
3
1
3
2
4
In instances where more than 1 appraisal method is
used (e.g. 180 and 360), multiple competency groups
can be created. This is a mandatory step.
1. Go to ‘Performance 3. Enter
2. Click ‘New ‘ to
Evaluation’ >>
‘Administration’ >>
enter a competency 4. Save data
competency group group details
‘Competency Group’
8. Create Competency Area
3
1
3
3
2 4
This is another level of categorization below
Competency Group. This is a mandatory step.
1. Go to ‘Performance
2. Click ‘New ‘ to 3. Enter
Evaluation’ >>
enter a new competency area 4. Save data
‘Administration’ >>
competency area details
‘Competency Area’
9. Create Competency
3
3
1 3
3
2
4
This is a mandatory step.
1. Go to
‘Performance 2. Click ‘New ‘ 3. Enter
Evaluation’ >> to enter a new competency 4. Save data
‘Administration’ >> competency details
‘Competency’
10. Create Competency cont…
4
3 3
2
1
3 3 5
This is not a mandatory step required to complete and use the competency created in slide 8.
1. After saving the
competency click
2. Click ‘Edit’ to 4. Save edited
‘View/Edit 3. Enter data 5. Save data
edit data details
Proficiency Level’
link
11. Create Competency Collection
3
1
3
2 4
In instances where more than 1 appraisal method is used (e.g.
180 and 360), multiple competency collections can be
created. This is a mandatory step.
1. Go to
‘Performance 2. Click ‘New ‘ to
3. Enter
Evaluation’ >> enter a new
competency 4. Save the data
‘Administration’ >> competency
collection details
‘Competency collection
Collection’
12. Process Steps
Administration Covered in this training
(Rating
Method, Competency
etc…) Covered in ‘180 Degree
Performance &
Competency – End User’
Moderate Create Evaluation
Covered in ‘Performance
& Competency –
Operational Activities’
Review/Appeal Assign Assessment
Assessments Participants
Assess
13. Define Evaluation Information
1
2
1. Go to ‘Performance
Evaluation’ >> ‘Create 2. Click ‘New ‘ to create a
Refer next slide #14
Evaluation’ >> ‘Evaluation new evaluation
Information’
14. Define Evaluation Information Cont…
1. Enter 2. Enter 3. Set the
evaluation evaluation evaluation
1 name description year
2
5. Select
6. Select the
3 rating from 4. Set the
evaluation
‘Overall start date and
method as
4 Rating’ drop end date
180 Degree
down
4
5
8. Set
‘Intermediate
6 7. Select the 9. Define ‘Self
Goal
evaluation Weightage’ as 0
7 Evaluation
stage as and ‘Supervisor
Stages’ as 0 Weightage’ as
8 Competency
and click on 100
Evaluation
‘Generate
9 Stages’
Refer next slide
#15 for the next
step
15. Define Evaluation Information Cont…
10
• An evaluations can contain both
goals and competencies. If ‘Goal
Evaluation’ is checked in step 7
(slide 14) a few additional steps are
required. Next slide documents
these extra steps that needs to be
defined for goals.
• As soon as ‘Ongoing Evaluation’ is
checked, the evaluation becomes
11 visible for the assesses and
assessors.
12
10. Give ‘Weight’ as 11. Check the
Continuation from
100 and ‘Stage End ‘Ongoing Evaluation’ 12. Save data
previous slide #14
date’ checkbox
16. Define Evaluation Information Cont…
4
3
5
Default settings such as ‘Allow Evaluation Overlap’ etc…
can be changed for a given evaluation using this page.
2 1
2. Click 3. Select 5. Go back
4. Save
1. Click on ‘Edit’ ‘Customize additional setting to previous
setting
Parameters’ to change page
17. Create Evaluation
2
3
3
4
1
1. Go to
‘Performance
4. Click
Evaluation’ >> 2. Select ‘90/180
3. Select relevant ‘Assign Refer next
‘Create Evaluation’ radio
details Competenci slide #17
Evaluation’ >> button
es’
‘Create
Evaluation’
18. Create Evaluation Cont…
5. Select
6. Specify
applicable
‘Weight’
competencies
6
7 8. Select
5 applicable 7. Specify
‘Designations’ ‘Competency
for the Area Weight’
evaluation
8
9. Save data
9
19. Create Evaluation by copying from previous
2
3
4
1
5
6
1. Go to
‘Performance
5. Select
Evaluation’ >> 2. Go to ‘Copy 3. Select 4. Select
informati 6. Save
‘Create from previous’ ‘FROM’ ‘TO’
on to be data
Evaluation’ >> tab evaluation evaluation
copied
‘Create
Evaluation’
20. Model Bell Curve
2
1
4
3 5
1. Go to
‘Performance
Evaluation’ >> 2. Select ‘Evaluation’ 4. Change values
3. Click to ‘Edit’ 5. Save data
‘Create Evaluation’ from drop down
>> ‘Model Bell
Curve’
This is modeled prior to the start of an evaluation time period. Not mandatory but if modeled
will enable management to review evaluation results against a target.
21. Process Steps
Administration Covered in this training
(Rating
Method, Competen Covered in ‘180 Degree
cy etc…)
Performance &
Competency – End User’
Moderate Create Evaluation
Covered in ‘Performance
& Competency –
Operational Activities’
Review/Appeal Assign Assessment
Assessments Participants
Assess
22. Assign Assesses to the evaluation
1
2
3 4 5
1. Go to
‘Performance 4. Click ‘Add 5. Click ‘Not
Evaluation’ >> 2. Select ‘Evaluation’ 3. Click to ‘View/Edit Assesses’ to add Assigned Employees’
‘Assessment from drop down Assesses’ employees as to view unassigned
Participants’ >> assesses employees
‘Assesses’
23. Assessors
2
3
1
4
5
6
6. Click ‘Next
1. Go to 2. Select 4. Select option 5. Select option
3. Click ‘Next’ link and save
‘Assessors’ in evaluation from from ‘Assign from ‘View
link the data at the
main menu drop down Assessors’ Assessors’
end of wizard.
