tbdThe Performance Management Dashboard - Creating a new contract

1. Create Blank - which means the user will have to type, or select every objective required.

2. Copy From Template - which means start your contract from a template example and then customise it as needed.

3. Copy From Previous - which means reusing, or starting with last year's performance contract.

4. Copy an agreement of one of my employees - only available to a manager, should he/she want to copy contracts between employees.

• To create a new blank agreement for the selected performance year,year:

  choose
  • 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 fromFrom Template.
  • Search for the required template from the library.
  • Use the PREVIEW button if you are unsure about the contents of a template.

     

  

   

  • Click on the chosen template name.
  • Click CREATE to create the new agreement and thento open it in the first review period.
    
    
  The field USE TEMPLATE WEIGHTS has the following impact on new agreements.

  TICK ON: UseYou will start with the template's section weights when creating a new agreement.

  TICK OFF: UseYou will start with the default company performance management section weights when creating a new agreement, i.e. override the template section weights.

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

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

  

  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 other employees is available.

  

   

  • Click the tile Copy from AnotherAnother's. (TO UPDATE)

  

  • Search for the requiredapplicable employeeemployee, and contract.review period.
  • Click on the Action hyperlinkchosen next to the template nameitem and choosethen the click CopyCREATE.
  function.

   The new agreement is created and is opened onin the agreementfirst page,review allowingperiod.

  the employee and manager to continue working on the agreement.  (TO UPDATE)

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