tbdThe Performance Management Dashboard - Creating a new contract

In this page we address Step 1 - Creating your Performance Management Contract.

The dashboard below tells us:

The employee is busy with the 2022 performance cycle.
It is the employee's personal performance contract being displayed, but (optionally) the employee is also a manager, managing a team of people, each having their own contract.
What the general timelines for each period and phase of the performance year are.
What is your progress in the performance process e.g. Review Period 1.
What is the suggested next step for the user, e.g. Complete the objective setting.
How much time you have left to complete the current phase.
If you still have to START the contracting process (meaning you don't have a contract at the moment), or can just CONTINUE its population - if you did manage to start the contracting.
The components (and their relative importance or weights) of which the contract is comprised e.g. the performance agreement (90%), and a value survey (10%), also showing their scores - if applicable at this stage of the process.

If an employee doesn't have an existing contract for the current performance cycle

If you haven't yet created a contract for the current performance cycle, the dashboard will feature a START button at #7 above.

Click the START button to initiate a wizard which will take you through the steps needed to create a performance contract.

An employee has these three options available; a manager also has access to the fourth option below.

Create Blank - which means the user will have to type, or select every objective required.
Copy From Template - which means start your contract from a template example and then customise it as needed.
Copy From Previous - which means reusing, or starting with last year's performance contract.
Copy an agreement of one of my employees - only available to a manager, should he/she want to copy contracts between employees.

Decide which option suits you best and then follow the guidelines for each below.

Create a Blank Agreement

To create a new blank agreement for the selected performance year, choose the Create Blank tile,
then click START to create your contract.

Your Performance Agreement screen will display, showing the different sections, but without any objectives. Adding objectives is discussed in another section.

Copy From Employee's Previous Review Period

If a previous performance agreement exists for an employee, its contents (except the ratings and comments) can be copied to create the new agreement.

Select the tile Copy From Previous.

A list of all previous agreement review periods is presented. Note you can, for instance, select a performance agreement's first or second (or third or fourth - if applicable) review periods if there is a marked difference in objectives.

Choose the applicable review period and click CREATE to create your contract.

Notice that by copying from a previous period you have...

... created the contract
... populated all the sections with the same content as in the original agreement.
... kept all the approval statuses intact i.e. if the contents were approved by both the manager and employee in the original review period, the contents will also be approved in the new review period. (TO UPDATE)

Adding and amending objectives is discussed in another section.

Copy from a System Template

Agreement templates are predefined and prepopulated agreements, setup by the System Administrator, which can be used as a convenient way to create a new agreement.

Click the tile Copy from Template.
Search for the required template from the library.
Use the PREVIEW button if you are unsure about the contents of a template.

Click CREATE to create the new agreement and then open in the first review period.

Notice that by copying from an agreement template you have...

... created the agreement
... created the review period(s)
... populated all the sections with the same content as in the template agreement.
...set the sections to have the same percentages weights as in the template i.e. the default section weights are overridden.

The field USE TEMPLATE WEIGHTS has the following impact on new agreements.

TICK ON: Use the template's section weights when creating a new agreement.
TICK OFF: Use the default company performance management section weights when creating a new agreement, i.e. override the template section weights.

Copy an Agreement from one of my employees

If you are a manager with employees reporting directly to you, the additional option to copy an agreement from one of your employees is available.

Click the tile Copy from Another. (TO UPDATE)
Search for the required employee and contract.
Click on the Action hyperlink next to the template name and choose the Copy function. The new agreement is created and is opened on the agreement page, allowing the employee and manager to continue working on the agreement. (TO UPDATE)

Notice that by copying from an agreement template you have...

... created the agreement
... created the review period(s)
... populated all the sections with the same content as in the source agreement.