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Creating a Performance Agreement

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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
  • Click Create Blank to start creating a performance agreement from the beginning.

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  • Click START.

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  • 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.

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Use a performance agreement template
  • Click Copy From Template to create a performance agreement based on a system template.

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  • Click START.

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  • A list of the templates currently on the system will be shown.

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      • Use the search bar to search for a template based on a job title or specific keywords. 

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      • 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.

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      • To ensure you select the correct template, you can preview it by clicking the icon. The preview will open in a new tab.

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  • Choose a template you would like to copy, then click CREATE.

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  • The performance agreement screen will display, with the Perspective, Key Performance Area, and Key Performance Indicator fields filled in from the template.

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Copy from a previous agreement
  • Click Copy From Previous to create a performance agreement based on an agreement from a previous performance cycle.

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  • Click START.

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  • A list of the performance agreements from previous review periods will be shown.

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      • To ensure you select the correct performance agreement, you can preview it by clicking the icon. The preview will open in a new tab.

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  • Select the performance agreement you would like to copy, then click CREATE.

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  • The performance agreement screen will display, with the Perspective, Key Performance Area, and Key Performance Indicator fields filled in from the previous agreement.

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Copy an agreement from another employee (Managers only!)

 

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