3. 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’
4. 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
5. 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’
6. 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’
7. 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’
8. 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’
9. 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
10. 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’
11. Rater Group
2
3
1
4
3. Enter rater
1. Go to ‘Rater 2. Enter rater
group 4. Save data
Group’ group name
description
12. Define Questionnaire
3
4
5
6
1
7
2 8
2. Click 4. Select the 7. Select
3. Select the
‘New ‘ to competency 5. Enter 6. Enter rating 8.
competency
1. Go to ‘Define name in the
enter a area in the
‘Section
‘Self’ ‘Other’ method Save
Questionnaire ‘Section’
new Item’ drop question question from drop data
question drop down down
down
13. Evaluation Information
1 1. Enter 2. Enter 3. Set the
2 evaluation evaluation evaluation
3 name description year
4 5
5. Select
6. Select the
rating from 4. Set the
evaluation
‘Overall start date
method from
6 Rating’ drop and end date
7 drop down
down
7
8
7. Select the
8. Give a
evaluation 9. Select four
weight and
10 stages and ‘Rater Group’
end date
9 generate
11. Click on the
10. Set no of
11 ‘On Going’ box
12. Save data participants
to make the
and weight
12 evaluation live
14. Create Evaluation
2. Select
1 evaluation &
1. Select 360
2 Competency
evaluation
Collection from
drop down
4
5
4. Set the 3. Click on
competency area ‘Assign
weight Competencies’
5. Select the
competencies 6. Select
6 and set designations and
competency add them
weight
7
7. Save data
15. Build MRA Questionnaire
2
3
1 4
2. Select
1. Go to ‘Build
Evaluation and 3. Select the
MRA 4. Save data
Cluster from questions
Questioner’
drop down
