Creating a Performance Agreement

The following section will guide you through creating a performance agreement. The guide assumes you do not have an existing agreement for the current performance cycle and that you wish to create one. 
 
 Begin by navigating to the Performance Management dashboard. 
 
 
 
 Click  START  to create a new performance agreement. 
 
 
 
 The Performance Management module allows a performance agreement to be created in three ways for employees. 
 
 
 
 Managers are offered an additional option to create a performance agreement for a reportee using a template from another team member.  
 
 
 Click on the following tabs to expand the step-by-step instructions. 
 
 Create a blank agreement 
 
 Click  Create Blank to start creating a performance agreement from the beginning. 
 
 
 
 Click  START . 
 
 
 
 The performance agreement screen will display, showing the different sections, though it won't include any objectives at this stage. Adding objectives is covered in the next section. 
 
 
 
 
 Use a performance agreement template 
 
 Click  Copy From Template to create a performance agreement based on a system template. 
 
 
 
 Click  START . 
 
 
 
 A list of the templates currently on the system will be shown. 
 
 
 
 
 
 
 
 Use the search bar to search for a template based on a job title or specific keywords.  
 
 
 
 
 
 
 
 
 
 
 
 A tick will be displayed if the template's weights override the review setup's weights. A cross indicates that the review setup's weights will be used. 
 
 
 
 
 
 
 
 
 
 
 
 To ensure you select the correct template, you can preview it by clicking the icon. The preview will open in a new tab. 
 
 
 
 
 
 
 
 Choose a template you would like to copy, then click CREATE . 
 
 
 
 The performance agreement screen will display, with the Perspective , Key Performance Area , and Key Performance Indicator fields filled in from the template. 
 
 
 
 
 Copy from a previous agreement 
 
 Click  Copy From Previous to create a performance agreement based on an agreement from a previous performance cycle. 
 
 
 
 Click  START . 
 
 
 
 A list of the performance agreements from previous review periods will be shown. 
 
 
 
 
 
 
 
 To ensure you select the correct performance agreement, you can preview it by clicking the icon. The preview will open in a new tab. 
 
 
 
 
 
 
 
 Select the performance agreement you would like to copy, then click  CREATE . 
 
 
 
 The performance agreement screen will display, with the Perspective , Key Performance Area , and Key Performance Indicator fields filled in from the previous agreement. 
 
 
 
 
 Copy an agreement from another employee (Managers only!) 
 
 Click  Copy From Another to create a performance agreement based on another employee's agreement. 
 
 
 
 Click  START . 
 
 
 
 A list of the other employees in your team's performance agreements will be shown. These agreements are from the current and previous review periods. 
 
 
 
 
 
 
 
 To ensure you select the correct performance agreement, you can preview it by clicking the icon. The preview will open in a new tab. 
 
 
 
 
 
 
 
 Select the performance agreement you would like to copy, then click  CREATE . 
 
 
 
 The performance agreement screen will display, with the Perspective , Key Performance Area , and Key Performance Indicator fields filled in from the other employee's performance agreement. 
 
 
 
 
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