Review Plan-EmployWise

Review Plan

In Performance module various actions that can be taken place either by appraisee, appraiser or reviewer are defined as:

How do i do goal setting for performance plan?

How do i take action on goals set by my team member(s)?

How do i take action on goals set by my appraiser?

How do i give my ratings to the performance plan?

Review Plan (Setting Goals)

To set goals in terms of defining KRAs & KPIs follow the steps below:

1. Under Performance tab click "Review Plan"

2. Following page will get displayed with status of plan as Goal setting Due, appraisee name, appraiser name etc. Now there may be two possible cases :

2.1 You are doing goal setting for yourself. In this case your own name will come under Appraisee Name tab

2.2 You are setting goals of your team member(s). In this case there will be line item for each of your team member you need to set goals for.

In any of the above 2 cases click on the item you want to set goals for and follow 3 steps as:

  1. Set Perspective,KRA & KPI
  2. Define weightages for all KPIs
  3. Define target for each KPI as per teh cycle defined (half yearly, quarterly,annually)
Setting Goals
Click Add KPI button and follow the stepwise actions shown in screenshot to select Perspective, KRA and KPI either from library or to add your own (depends upon the setting of plan)

Defining Weightages

Once you click Add it will ask for weightages for each KPI. Click Set "Weightages for all" button

Below page will be displayed. Once you set weightages for all the KPIs click Save&Exit button shown below:

Defining Targets

Once weightages are set, set target for each KPI as follows:

Click on edit button ainst each KPI and define target(it is defined for each half in below screenshot since review cycle is Half Yearly)

Click Save & Exit after setting target.

Syatem will now display all teh steps processed as follws:

It includes goals, weightages and target set fro each KPI. click Confirm button.

Following Popup will be displayed.Clic Yes to save the goals.

Review Plan (Accept Goals)

To accept the goals in performance follow teh steps below:

1. Under Performance tab click "Review Plan"

2. Following page will get displayed with status of plan as Goals Submitted by appraisee/appraiser, appraisee name, appraiser name etc.

Click on the item you want to take an action. Below page willll be displayed.Whether you accept or do not accept teh goals popup will be displayed.

Review Plan (Submit Rating)

Once the goal setting process gets completed and HR User starts the review cycle, rating can be given by any of the 3 actors(based upon teh plan settings): appraisee, appraiser or reviewer using steps below:

1. Under Performance tab click "Review Plan"

2. All the line items pending rating will be displayed with status of the plan as "Review Due". Now there may occur 2 cases:

2.1 You are doing self rating. In this case your own name will come under Appraisee Name tab

2.2 You are here to give rating for your team member(s). In this case there will be line item for each of your team member you need to set goals for.

In any of the above 2 cases click on the item you want to give rating for and follow 3 steps as:

Switch to Competencies tab on the top of page (text may differ) and give your rating for each competency. Click on Submit

Switch to Goals tab now and give rating for each KPI and click Submit

Progress tracker can also be filled in by clicking on the particular period and submitting rating using below screenshot

Similarly any actor can submit his/her rating either for himself or any of teh team members using above steps.

 

 

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