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Glossary

Performance Management V9 Chapter 1: Important concepts

Definitions   The performance management module allows the use of field aliases, meaning you can rename certain system objects to match the terminology used in your company. Find here a list of standard terminology and the meaning we attach to each. Contrac...

Performance Management Product Setup and Configuration

Performance Management V9 Chapter 3: Product setup and administra...

  Diagram for Performance Management Setup The diagram below shows the steps to configure the Performance Management Product. Click on the step images in the diagram for easy access to the sections in the document. Note: Only steps 1 to 4 is mandatory for t...

The Performance Management Process

Performance Management V9 Chapter 1: Important concepts

This module does not only allow for small transactional operations. It supports a full Performance Management process, or life cycle. Three roles play an active part in the process namely: the employee, his/her performance manager, and the Performance Admin...

Roles and Responsibilities

Performance Management V9 Chapter 1: Important concepts

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.   ...

The Place of Performance Management in the Employee Lifecycle

Performance Management V9 Chapter 1: Important concepts

Performance Management plays an integral role in the employee lifecycle at a company.  See below where Performance Management fits into the picture.    

How To's and FAQs

Performance Management V9 Chapter 4: How to

  Topics Addressed   PERFORMANCE MANAGEMENT DASHBOARD What are all the fields on the dashboard there for? How do I select the performance year? How do I know what to do with an existing Performance Contract? How do I create a new blank Performance Contr...

The Performance Agreement - Overview

Performance Management V9 Chapter 2: Using the product

Process: Step 2 Lesson duration About 10 minutes What you will learn: Agreement navigation. What goes into each of the agreement sections.   The Index of Sections Previously, we created a Performance Contract and are almost ready to sta...

The Performance Management Dashboard - Functionalities and layout

Performance Management V9 Chapter 2: Using the product

Process: Step 1 Lesson duration About 15 minutes What you will learn: How to switch between the employee's Performance Management Dashboard, and that of the manager. Understand performance periods and phases. How to read your contract's p...

The Performance Management Dashboard - Create a new contract

Performance Management V9 Chapter 2: Using the product

Process: Step 1 Lesson duration About 20 minutes What you will learn: Creating a new performance contract by copying a previous contract. Creating a new performance contract by using a contract template. Creating a new Performance Con...

Lessons from Experience

Performance Management V9 Chapter 5: Make your product implementa...

No two implementations are exactly the same, but we can learn from where things went either north or south  The following lessons were learned from the successful implementations at larger companies. Top management's practical involvement is crucial. Manag...

The Performance Agreement - Check-ins

Performance Management V9 Chapter 2: Using the product

Process: Step 3 Lesson duration About 6 minutes What you will learn: When the Check-in functionality becomes active Using the Check-in stats How a manager would do a check-in on an objective, and provide feedback How the employee can...

The Performance Agreement - Set Your Objectives PART 2

Performance Management V9 Chapter 2: Using the product

Process: Step 2 Lesson duration About 15 minutes What you will learn: How to add objectives to the Stretch Targets section. How to add objectives to the Company Values section. How to add objectives to the Leadership Behaviours section. ...

The Performance Management Dashboard - Open an existing contract

Performance Management V9 Chapter 2: Using the product

Process: Step 1 Lesson duration About 5 minutes What you will learn: What is on the employee's Performance Management Dashboard. Open an existing Performance Contract. Open an Existing Performance Contract What the performance da...

Configure Microsoft Teams and Zoom to use as a Online Event Platform

TRAINING SCHEDULING User Manual

Please se attached PDF and Word document that explains the process to Configure Microsoft Teams and Zoom to use as a Online Event Platform in the Training and Scheduling Module ( Event Management ).

Version 9.1.41 (9 October 2023)

RELEASE NOTES List of Release Notes (2023)

Report Builder Data Dictionary field ordering & Alias renaming (#76220) Fixed an issue where the Data Dictionary Field ordering and Alias renaming were not working on subsequent pages   Performance Management Score on the Print Preview (#108638) Change...

Version 9.1.42 (9 October 2023)

RELEASE NOTES List of Release Notes (2023)

Performance Management Deadline Date on Review Setup page (#108680) Issue has been resolved where yhe saved deadline date was not displayed on the review setup page that is linked to the Review Year.

Version 9.1.43 (25 October 2023)

RELEASE NOTES List of Release Notes (2023)

People Management - People Groups People Groups (#105910) Adding functionality to create Reporting Line and Organisational Unit type People Groups in addition to Custom People Group types.   People Group Roles (#105910) The ability to add People Group R...

Version 9.1.44 (25 October 2023)

RELEASE NOTES List of Release Notes (2023)

Performance Management People in My Team not showing (#105910) Corrected the subordinate filtering when People Groups have already been cached.