Engagement Review Pros And Cons Final
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The document outlines three scenarios for improving the engagement review process using UltiPro. It recommends adopting scenario C, which uses electronic signatures and PDFs. This allows reviews to be paperless while capturing manager feedback. It addresses storing employee signatures in a database and distributing them, with the process involving employees completing reviews, managers signing off, and employees saving the signed reviews as PDFs in UltiPro for future reference.
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![Engagement Review Pros & Cons<br />The Pinnacle team has been asked by the Talent Development department of LECG Human Resources to assess the ways in which UltiPro can be leveraged to facilitate the engagement review process. Outlined below are the design possibilities and the pros and cons associated with each. There have been 3 scenarios outlined in the following pages:<br />UPM Engagement Review Quarterly/ Semi Annual Process Flow (Scenario A)<br />,[object Object]](https://image.slidesharecdn.com/engagementreviewprosandconsfinal-12936507520408-phpapp02/85/Engagement-Review-Pros-And-Cons-Final-1-320.jpg)
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Engagement Review Pros And Cons Final
- 2. The Supervisor signs into UltiPro and Delegates the Engagement Review to the Appropriate Engagement Manager
- 3. The Employee will complete the Engagement Review
- 4. The Engagement Manager will Complete the Review
- 5. The Employee and the Manager will Meet to Discuss Review Details
- 6. The Employee will Acknowledge the Review
- 7. Proposed UPM Engagement/ Ad Hoc Review Process (Scenario B)
- 8. The Employee reaches the 80 hour threshold on an engagement and notifies HR/MD
- 9. The UPM Administrator OR the Employee’s UltiPro Supervisor will batch an engagement review
- 10. The Employee will complete the Engagement Review
- 11. The Employee’s UltiPro Supervisor will delegate the engagement review to the Engagement Manager
- 12. The Employee and the Engagement Manager will complete the review
- 13. The Employee and the Engagement Manager will meet to discuss responsibilities, strengths, and developmental areas from the engagement
- 14. The Employee will Acknowledge the Review
- 15. Engagement Review Process with Digital/ Electronic Signatures (Scenario C)
- 16. The Employee reaches the 80 hour threshold on an engagement and notifies HR/MD
- 17. The UPM Administrator OR the Employee’s UltiPro Supervisor will batch an engagement review
- 18. The Employee will complete the Engagement Review
- 19. The Employee’s UltiPro Supervisor will delegate the engagement review to the Engagement Manager
- 20. The Employee and the Engagement Manager will complete the review
- 21. The Employee and the Engagement Manager will meet to discuss responsibilities, strengths, and developmental areas from the engagement
- 23. On boarding: Employees new to LECG would take a moment to sign a piece of paper; the HR department would make a PDF of this signature and send it to the signature database administrator.
- 25. The employee would download, complete and save the Microsoft Word version of the engagement review form from an LECG sponsored website (i.e. TeamSmart, Connect)
- 26. The employee would email the engagement review to the engagement manager who completes the form and sets up a meeting (i.e. in person or over the phone) with the employee to discuss the results of the engagement review
- 27. The engagement manager digitally signs the engagement review form and emails to the employee
- 28. The employee signs, saves the engagement review as a PDF and uploads it to My Documents library on their UPM homepage to reference at any time
- 29. To add as an attachment for their yearly objectives