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Roles and Responsibilities

Roles and Responsibilities

The performance management product supports three primary role players.  See below for a breakdown of their responsibilities. 

The diagram show here outlines the typical responsibilities of a manager and employee in a two-review-period performance year.

 

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User / Employee


  • Discuss the manager's expectations for the performance year with the manager.
  • Create own performance contract, 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.
  • Balance section, and objective weights across all agreement sections.
  • Submit the contract to manager for consideration and approval.
  • Participate in check-ins performed by the manager.
  • Self-rate the agreement objectives during the review period, and submit to manager
  • Discuss the objectives and their self-rated scores with the manager.
  • Re-contract the objectives (if needed) during every subsequent assessment period.

 

Performance Manager


  • Discuss the performance year expectations with the employee.
  • Assist 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.
  • Discuss the objectives and personal (manager) scores with the employee during the review period.  Provide the final scores per review period and approve the period.
  • Re-contract the objectives (if needed) during every subsequent assessment period.

 

Performance Management Administrator


  • Assist employee and manager with all their responsibilities.
  • Manage the master data:
    • Update libraries.
    • Create and/or deactivate performance cycles.
    • Create agreement templates.
  • Do score moderation.
  • Reporting

 

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