Roles and Responsibilities

The performance management moduleproduct is utilised bysupports three primary role players.  See below for a breakdown of their responsibilities.

 

User/User / Employee

---

• Discuss the manager's expectations for the performance year with the manager.
• Create own performance contract
contract, by:
• UseUsing a library contract template (with KPApredefined content)objectives in a number of predefined agreement sections
• Or start the agreement creation from whichscratch.
• Or copy a historical contract as a starting point.
• Balance section, and objective weights across all agreement sections.
• Submit the contract to createmanager ownfor consideration and approval.
• Participate in check-ins performed by the manager.
• Self-rate the agreement objectives during the review period
• Decision: Expected to rate KPI’speriod, and submit perto period (employee’s score) manager
• Submit final score forDiscuss the agreementobjectives and their self-rated scores with the manager.
• Submit final score forRe-contract the contractobjectives (if needed) during every subsequent assessment period.

 

Performance Manager

---

• AllowedDiscuss tothe co-createperformance employeeyear contractsexpectations fromwith scratchthe or using templates employee.
• ApproveAssist the employee with performance contract creation, by:
  • Using a contract template with predefined objectives in a number of predefined agreement sections
  • Or start the agreement creation from scratch.
  • Or copy a historical contract as a starting point.
  • Or, copy a contract from another employee as a starting point.
• Consider the contract, balance objectives and section weights, and approve.
• Perform objective check-ins.
• Do a personal rating of the agreement objectives during the review period content period.
• RateDiscuss the objectives and personal (manager) scores with the employee KPI’sduring the review period.  Provide the final scores per review period (manager’s score)
• Decision: Revise employee KPI’s
• Provide and approve finalthe KPI score per review period period.
• Revise and approve final score forRe-contract the agreementobjectives
(if
• Reviseneeded) andduring approveevery finalsubsequent scoreassessment for the contractperiod.

 

Performance Management Administrator

---

• DoAssist employee and manager with all oftheir the above, impersonating either the user or his manager responsibilities.
• Manage the master datadata:
  • Update libraries.
  • Create and/or deactivate performance cycles.
  • Create agreement templates.
• Do score moderation, either high level or at detail level moderation.
• Reporting