How To's and FAQs
Q: Why can't I create a new performance contract?
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Q: Ho do I change the section weights on my performance agreement?
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Q: How do I delete an assessment period on a contract?
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Q: How do I include/exclude an assessment period from being scored?
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Q: I want to re-open my agreement but the MODIFY button is disabled. What must I do?
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Q: I am busy scoring my first assessment/review period but then I realised one of the objectives on my performance agreement changed substantially in character. What is the best approach?
A: Here are a few scenarios to consider.
Scenario 1 - The objective that had changed, is a KPA.
Solutions:
Quickest: Leave the KPA (and its KPIs) as is but EXCLUDE the KPI(s) when scoring them. In this way they won't affect the assessment period score. Then, after creating the next review period, MODIFY the agreement and amend the objective(s). Approve everything again. At the start of every subsequent review period, there is an opportunity for re-contracting.
Longer route: If you absolutely have to amend the KPA and/or KPI(s) before scoring, ask your manager to MODIFY the assessment period, then MODIFY the assessment period from your side as well. The objectives will now be open for editing but you will have to amend them and then re-submit the agreement, and get it re-approved by your manager.
Scenario 2 - The objective that had changed, is not a KPA (it is e.g. a Key Competency, or a Company Value)
Solutions:
Since only the KPA objectives can be excluded when scoring, you have the following options.
Quickest: Give the objective the average section score - therefore not affecting the section score. Remember to provide an explanatory note for your scoring decision. Then, after creating the next review period, MODIFY the agreement and amend the objective(s). Approve everything again. At the start of every subsequent review period, there is an opportunity for re-contracting.
Longer route: If you absolutely have to amend the objective, ask your manager to MODIFY the assessment period, then MODIFY the period from your side as well. The objectives will now be open for editing but you will have to amend them and then re-submit the agreement, and get it re-approved by your manager.