5% The Performance Management Dashboard - Functionalities
(TO UPDATE)
Every contract year is divided into steps or phases which have to be completed in a specific sequence.
- First Semester: Objective Settings (Content approval) and rating
- Second Semester: Objective Settings (Content approval) and rating
- Additional: Contract weight items
- Finalise: Finalise and approve the overall evaluation
The progress on each phase is shown by tick marks to indicate the step is in progress or is completed. If the Dual Approval setting is ON, there will be a column for the manager and employee.
The following additional Actions are available on the review periods:
- A setting can be enabled to allow managers to include or exclude review periods.
- Delete a review period. Note that a review period can only be deleted if it has not been approved yet.
More functions available on a contract are:
- Print: Display a detail report of the PM contract.
- Manage Documents: Upload, download or delete documents on the PM contract.
- Audit Content report for First Semester: Display an audit report showing all the changes made to the contents and scores by the employee and/or manager.
- Refresh: Refresh the current screen.
Click on the Start or Open button in the performance agreement table to start working with a specific review period.
Additional Actions
The following actions are available to users:
- Print: Display a detail report of the PM contract.
- Details: The manager has the opportunity to override the Revised Average score and change the Dual Approval setting for the contract.
- History: Open the employee's contract.
- Manage Documents: Upload, download or delete documents on the PM contract.
- Audit Content report for First Semester: Display an audit report showing all the changes made to the contents and scores by the employee and/or manager.
- Refresh: Refresh the current screen.
- Include First Semester: A Review Period's score can be included or excluded in the Overall Calculated Weighted Average (CWA) calculation.
- Delete First Semester from Performance Agreement: The review Period with all its contents can be deleted if it is not approved yet.
