Roles and Responsibilities

The performance management product supports three primary role players. See below for a breakdown of their responsibilities. 

The diagram shown here outlines the typical responsibilities of a manager and employee in a two-review-period performance year.

User / Employee

• Discuss the manager's expectations for the performance year with the manager.
• Create your own performance contract, by:
  • Using a contract template with predefined objectives in a number of predefined agreement sections.
  • Or start the agreement creation from scratch.
  • Or copy a historical contract as a starting point.
• Balance section, and objective weights across all agreement sections.
• Submit the contract to the manager for consideration and approval.
• Participate in check-ins performed by the manager.
• Self-rate the agreement objectives during the review period and submit them to the manager.
• Discuss the objectives and their self-rated scores with the manager.
• Re-contract the objectives (if needed) during every subsequent assessment period.

Performance Manager

• Discuss the performance year expectations with the employee.
• Assist the employee with performance contract creation, by:
  • Using a contract template with predefined objectives in a number of predefined agreement sections
  • Or start the agreement creation from scratch.
  • Or copy a historical contract as a starting point.
  • Or copy a contract from another employee as a starting point.
• Consider the contract, balance objectives and section weights, and approve.
• Perform objective check-ins.
• Do a personal rating of the agreement objectives during the review period.
• Discuss the objectives and personal (manager) scores with the employee during the review period.  Provide the final scores per review period and approve the period.
• Re-contract the objectives (if needed) during every subsequent assessment period.

Performance Management Administrator

• Assist the employee and manager with all their responsibilities.
• Manage the master data:
  • Update libraries.
  • Create and/or deactivate performance cycles.
  • Create agreement templates.
• Do score moderation.
• Reporting