95% The Performance Agreement

On a previous page we have created a performance contract and and are almost ready to start populating the agreement's first review period with performance objectives for the year.

Before we start, let's briefly check the layout of the screen, and functionalities available.

The Index of Sections

The index of sections indicates which sections of the agreement are applicable to you. The Key Performance Areas section is always a part of an agreement, but Stretch Targets, Values & Behaviours, Leadership Behaviours and Key Competencies might not be.

Click on a section to navigate to it.

What goes into each section?

We are going to briefly tour each section to understand its native/original intention but note that any section can be renamed to fit your purpose. The renaming of a section might completely change its purpose.

Key Performance Areas

The KPA section is used to identify the areas within the business for which a person is responsible e.g. Process Improvement, Safety and Health, Security, etc., and how they relate to company strategies or focus areas - called perspectives or pillars.

This section contains up to three levels of information. The Perspectives level is sometimes omitted.

Perspectives

Key Performance Areas

Key Performance Indicators

Note the action buttons:

BUTTON / ICON	USE
	Opens a list of values. Sometimes choosing from the library is compulsory; sometimes you are allowed to use the library or create your own values.
	Allows library and own values.
	Views uploaded documents, and upload new documents.
	Open a text box for your comments.
	Deletes an item.
Invisible buttons	In many cases headings become active after you have added them - allowing their editing and sometimes additional fields. Click on them to see what lies beneath.

The other sections have a layout similar to, or simpler than the Key Performance Areas shown below. Some unfamiliar terminology might be used in these sections. Refer to the Glossary for a brief explanation of each.

Stretch Targets

The Stretch Targets section works the same as the Key Performance Areas section, but the fact that it is a separate section implies a separate overall purpose.

It is usually reserved for senior management where 'stretch' targets are present on performance contracts. Or, change the section's name if you would like to use this section for a completely different purpose.

Values & Behaviours

Sometimes called Company Values, this section has a dedicated library for its items and is usually used to measure general company values. This section normally applies to all employees part of the performance process.

Typical Company Values are:

Continuous Improvement

Integrity

Trust

Fun

Leadership Behaviours

This section is activated only for people who are managers of other people. If it is not applicable to an employee, its section weight is distributed pro-rata among the other sections.

Typical Leadership Behaviours are:

Compassionate Leadership

Alignment

Awareness

Confidence

Key Competencies

This section lists the skills/competencies an employee should possess in order to do their job. And allows the employee to be measured against them.

Typical Key Competencies are:

Communication

Decision Making

Problem Solving

Team Work

General Comments

If employee or manager wants to note something, provide a motivation for including or excluding an objective, for giving a higher-than-expected or lower-than-expected rating, this section is the one to use.

Wrapping it all up

At the bottom of the screen are three buttons. Understand their purpose.

While in the objective setting phase, all information on the page is saved automatically - thus the absence of SAVE button.

When you are done, always click BACK TO DASHBOARD to release and close the screen and to return to the employee dashboard.

If you find it necessary to adjust the individual section weights, use this button. Just ensure the relative weights of all the sections you have access to add up to 100%.

Once you have loaded and confirmed all your objectives for the performance year (including comments and supporting documentation), it is time to submit your agreement to your manager for consideration.

This button kicks off a number of actions:

- - Your review period is locked, preventing further editing.
  - Your period status is updated, now reflecting that your part in the objective setting is completed.
  - Control of the review period is handed to your manager.
  - A notification is emailed to your performance manager, asking him/her to review and approve your objectives, after discussing it with you. See below.

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