Clearvale Tutorials Tutorial 3 Teamwork Work Plan Performance Evaluation and Bonus Assignment
Tutorial episodes <ul><li>Work plan setup. </li></ul><ul><li>Work Plan Tracking. </li></ul><ul><li>Work Plan Performance E...
What do I need to do?  <ul><li>I have already created a project Plan using Teamwork to plan and monitor the activities inv...
What do I need to do?  <ul><li>For the sake of the exercise I will review the work of two of my team members and of the wo...
<ul><li>Clearvale’s Teamwork tool has been used to set up the project for the organization of the Clearsoft User Conferenc...
How to: Assign review ratings <ul><li>Only the reviewer of a Goal or Task may assign review ratings. </li></ul><ul><li>You...
How to: assign review ratings <ul><li>In this example you can set the Reviewer rating for a Top Goal or a Sub Goal. </li><...
How to: assign review ratings <ul><li>In this example you can set the Reviewer rating for a Task. </li></ul><ul><li>Then p...
How to: assign review ratings <ul><li>We will deal only with Jason Heggs and Andrea New </li></ul><ul><ul><li>In the summa...
How to: report on evaluations <ul><li>We will now create a report which summarizes evaluations assigned to project members...
How to: report on evaluations <ul><li>In this example the reviewer can see the overall reviewer rating for the work carrie...
How to: create and manage a Bonus plan <ul><li>Based on the evaluations and reviews you will now assign bonuses to the pro...
 
How to:  create and manage a Bonus plan <ul><li>Select the project plan for which you wish to assign bonuses. </li></ul><u...
How to:  create and manage a Bonus plan <ul><li>The Total Real Bonus will be the sum total of all the possible bonuses awa...
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Tutorial 3 Teamwork Work Plan Performance Evaluation And Bonus Assignment V2.0

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Tutorial 3 Teamwork Work Plan Performance Evaluation And Bonus Assignment V2.0

  1. 1. Clearvale Tutorials Tutorial 3 Teamwork Work Plan Performance Evaluation and Bonus Assignment
  2. 2. Tutorial episodes <ul><li>Work plan setup. </li></ul><ul><li>Work Plan Tracking. </li></ul><ul><li>Work Plan Performance Evaluation and Bonus Assignment </li></ul>
  3. 3. What do I need to do? <ul><li>I have already created a project Plan using Teamwork to plan and monitor the activities involved in organizing Clearsoft’s User Conference. </li></ul><ul><li>The User Conference preparation has been completed and the conference itself has taken place. </li></ul><ul><li>It has been a great success so now I wish to evaluate the team members’ work and assign bonuses accordingly. </li></ul>
  4. 4. What do I need to do? <ul><li>For the sake of the exercise I will review the work of two of my team members and of the work they have done. </li></ul><ul><li>I will review and award bonuses for the following tasks assigned to the Top Goal: Gather and prepare presentation materials </li></ul><ul><ul><li>Gather roadmap materials </li></ul></ul><ul><ul><ul><li>Assigned to and completed by Jason Heggs </li></ul></ul></ul><ul><ul><li>Gather customer success stories </li></ul></ul><ul><ul><ul><li>Assigned to and completed by Andrea New </li></ul></ul></ul>
  5. 5. <ul><li>Clearvale’s Teamwork tool has been used to set up the project for the organization of the Clearsoft User Conference and to coordinate the team involved in the organization. </li></ul><ul><li>The goals and tasks have been set to complete and for each goal and task it is possible to assign a Reviewer Rating ranging from 0 –100 </li></ul><ul><ul><li>This counts towards an overall evaluation ‘score’ that can be viewed in one of the Reports available in Teamwork. </li></ul></ul><ul><li>Within Teamwork it is possible to create a Bonus plan based on the activities of a project plan and to assign bonuses to the individuals involved. </li></ul>How can Clearvale help ?
  6. 6. How to: Assign review ratings <ul><li>Only the reviewer of a Goal or Task may assign review ratings. </li></ul><ul><li>You will need to log into the Clearvale network and then to access the Teamwork plan as the reviewer </li></ul><ul><ul><li>Go to the My Objectives tab and select your plan. </li></ul></ul><ul><ul><li>Double-click on the goal or task you wish to assign a review rating for. </li></ul></ul>
  7. 7. How to: assign review ratings <ul><li>In this example you can set the Reviewer rating for a Top Goal or a Sub Goal. </li></ul><ul><li>Then press Save. </li></ul>
  8. 8. How to: assign review ratings <ul><li>In this example you can set the Reviewer rating for a Task. </li></ul><ul><li>Then press Save </li></ul>
  9. 9. How to: assign review ratings <ul><li>We will deal only with Jason Heggs and Andrea New </li></ul><ul><ul><li>In the summary below we can see that Jason Heggs has two activities assigned (one goal and one task). </li></ul></ul><ul><ul><li>Andrea New has one activity assigned. </li></ul></ul><ul><li>Here we can see the summary of the reviewer rating each member has received. </li></ul>
  10. 10. How to: report on evaluations <ul><li>We will now create a report which summarizes evaluations assigned to project members. </li></ul><ul><li>To create the report: </li></ul><ul><ul><li>go to the Reports tab. </li></ul></ul><ul><ul><li>select the ‘My Reports’ task Completion Evaluation’ report. </li></ul></ul><ul><ul><li>Select the plan to report on. </li></ul></ul>
  11. 11. How to: report on evaluations <ul><li>In this example the reviewer can see the overall reviewer rating for the work carried out by the people reporting to the reviewer. </li></ul>
  12. 12. How to: create and manage a Bonus plan <ul><li>Based on the evaluations and reviews you will now assign bonuses to the project team members. </li></ul><ul><li>To create a bonus plan: </li></ul><ul><ul><li>Go to the Performance and Bonus tab. </li></ul></ul><ul><ul><li>Click on Add to add a new Bonus plan. </li></ul></ul><ul><li>You will then provide the relevant details on the Bonus Plan as shown on the following slide. </li></ul>
  13. 14. How to: create and manage a Bonus plan <ul><li>Select the project plan for which you wish to assign bonuses. </li></ul><ul><li>The start and end dates will default to those defined on the plan. </li></ul><ul><li>Give the Bonus a name, the total to be awarded for all the bonuses and the bonus reviewer. </li></ul>
  14. 15. How to: create and manage a Bonus plan <ul><li>The Total Real Bonus will be the sum total of all the possible bonuses awarded to each individual (it should not exceed the Total Target Bonus. </li></ul><ul><li>The Bonus status will be set to submitted once the bonus plan has been defined and approved by the reviewer. </li></ul>
  15. 16. How to:
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