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Creating a Performance Agreement

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Before you start:
  • Consider populating the Master Data Library with performance management items, which can streamline the performance management process. These library items include:
      • Perspectives
      • Key Performance Areas
      • Key Performance Indicators
      • Leadership Behaviours
      • Values and Behaviours
      • Key Competencies

Click here to find out how to create and update the Master Data Library.

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  • Ensure you have a clear understanding of the employee's responsibilities, the company's goals, and how the role fits into the overall picture.
  • Base the performance objectives on SMART goals. Each objective should be:
      • Specific
      • Measurable
      • Achievable
      • Relevant
      • Time-bound
  • Ensure the goals support the department or organisation's priorities.
  • Select clear performance indicators.
  • Finally, employees are more likely to commit to the process if they have input in setting their goals, so consider engaging in a two-way discussion.

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Key elements to include:
  • Performance goals and objectives
    • These should be aligned with organisational priorities.
    • Keep the language simple and clear.
    • Avoid making goals too broad or unrealistic.
  • Key Performance Indicators (KPIs)
    • Select quantitative and qualitative indicators for each objective.
    • Focus on the most impactful goals to avoid overloading the agreement.
    • The employee's input is vital when setting targets.

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  • Behavioural expectations
    • Include company values, as well as expected behaviours in teamwork, leadership, or communication.
  • Employee support
    • Consider the tools, resources, or support from management that the employee may need to succeed.
    • Acknowledge that priorities may shift and that agreements should be revisited if needed.
    • Think about the employee's development and their future potential.
  • Review process and frequency
    • Define how and when progress will be evaluated.
    • Incorporate feedback loops that enable feedback to flow from the manager to the employee and vice versa.

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Create 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.

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  • Click START to create a new performance agreement.

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  • The Performance Management module allows a performance agreement to be created in three ways for employees.

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  • Managers are offered an additional option to create a performance agreement for a reportee using a template from another team member. 

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Click on the following tabs to expand the step-by-step instructions.

Create a blank agreement

 

Use a performance agreement template

 

Copy from a previous agreement

 

Copy an agreement from another employee

 

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