GroSum - Screen Guide for Users

1. Things To Do
Employees & Reviewers
Performance Management Delivered !!!
grosum

2. Login
Enter Employee ID
or EMail ID

3. Current performance
measures & access to forms
Home - Dashboard
Click to access Reviews

4. List of Reviews for the
employee
My Reviews
Click to access Review

5. List of Quick Links for a
Review
My Reviews
Click to view Open
Tasks

6. Goal Setting
Employee’s Things to Do
Performance Management Delivered !!!
grosum

7. Click to set
Performance Measures
My Review Tasks

8. My Performance Measures
Type & Search Reviewer Name.
Click on Set after Selecting
Reviewer

9. My Performance Measures
Check to select a Performance
Measure
Set weightage for the measure
Click on Save

10. My Performance Measures
Set targets for Measurable
Goals

11. Remember to SAVE
Sign Off only when FINALIZED.
My Performance Measures
Write description for the measure

12. My Performance Measures
Once Signed Off, the Measures are sent to
Reviewer to review & Sign Off

13. Goal Setting
Manager’s Things to Do
Performance Management Delivered !!!
grosum

14. My Review Tasks
Click to set Reviewee’s
Performance Measures

15. Set Reviewee’s Measures
Review the measures of Reviewee & Sign Off
once finalized

16. Self Review
Employee’s Things to Do
Performance Management Delivered !!!
grosum

17. My Review Tasks
Click to do Self Review

18. Self Review
Click to rate performance

19. Enter actual performance
Performance Ratings

20. Performance Ratings
Click to provide rating
from rating scale
Click on Measure to add detailed comments

21. Performance Ratings
Add detailed comments on
performance .

22. Provide Review Comments
Sign Off only when FINALIZED.
Self Review

23. Once Signed Off, the Review Form is sent to
Reviewer to review & Sign Off
Self Review

24. Review
Manager’s Things to Do
Performance Management Delivered !!!
grosum

25. My Review Tasks
Click to start Review of employee

26. Be the Reviewer
List of Reviewees
Click to start Review

27. Be the Reviewer
Click to rate performance

28. Click to provide rating
from rating scale
Performance Ratings

29. Performance Ratings
Add detailed comments on Reviewee’s
performance on the measure

30. Be the Reviewer
Provide Review Comments
Sign Off only when FINALIZED.

31. Once Signed Off, the Review Form is sent to Reviewee
for acceptance or to Moderator, if applicable.
Be the Reviewer

32. Acceptance
Employee’s Things to Do
Performance Management Delivered !!!
grosum

33. My Review Tasks
Click to accept & sign off on review

34. Accept & Sign Off
Click to agree to Reviewer inputs, provide final
comments & Sign Off to close the review process

35. Accept & Sign Off
Once Accepted, the Review process is completed & form
is locked for any further changes.

36. Thank You
For Support Enquiries, visit
grosum.freshdesk.com
Performance Management Delivered !!!
grosum