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