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1% The Performance Management Dashboard - Open an existing contract

Process Step

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Lesson Duration

About 5 minutes

What you will learn

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Open an Existing Performance Contract

What the performance dashboard tells us

The dashboard pictured below tells us:
  1. The employee is busy with the 2022 performance cycle.
  2. It is the employee's personal performance contract being displayed, but (optionally) the employee might also be a manager, managing a team of people, each having their own contract.
  3. What the general timelines for each period and phase of the performance year are.
  4. What is your progress in the performance process e.g. Review Period 1.
  5. What is the suggested next step for the user, e.g. Complete the objective setting.
  6. How much time you have left to complete the current phase.
  7. 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.
  8. 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%). 
  9. The final overall score (including all review periods and additional components e.g. a Value Survey - if applicable at this stage of the process.

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If an employee has an existing contract for the current performance cycle

If you have already created a contract for the current performance cycle, the dashboard might feature a CONTINUE button at #7 (if you have not yet submitted your agreement), or CHECK-IN and RATE buttons (if your agreement was already submitted and approved).

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Click:

the CONTINUE button if you want to open the agreement and continue setting your objectives.
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the CHECK-IN button if your agreement was already submitted and approved and you would like to start checking-in on your objectives.  (See a following section for more information)

 

What can I expect to see once I open an agreement?

 

Whatever you choose from the above options, the system might ask a question or two to identify the most appropriate template, or historical contract. But, once that has been settled, the contract is either copied or created and the following will happen.

The screen opens in the first review period.

If you or your manager created the agreement, it may contain some objectives. 

When you exit the assessment period (using the BACK TO DASHBOARD button), you will return to the Performance Dashboard.

See below for a typical performance agreement. 

The detail of the screen is discussed on another page.

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Recommended further reading

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