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Employees play a crucial role in setting goals and engaging in performance reviews, enabling them to effectively contribute to organisational goals while also driving their personal growth. Several factors contribute to a successful performance management p...

Activate the Performance Management module Click the gear icon to access the Setup and Configuration menu. Click Ruleset Setup. Select the ruleset you would like to update. Navigate to the Products tab. Click on the Performance Management product...

Effective performance management depends on collaboration among employees, managers, and administrators. When these roles work together harmoniously, it fosters an efficient and productive environment, supporting both individual and organisational growth. ...

Imports Employee data import error (#125558) Problem The org nodes are duplicated when no org structure exists and multiple users are linked to the node When importing nodes with accents in the name the import fails The bulk import to V8 for the job str...

Performance Management PM Interpolation should allow 0 value (#126280) Problem Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied t...

Performance Management PM Allow Employee and Manager ratings on interpolation (#126340) Problem Interpolation was based on having a single Actual Value, however, a client requested that we allow for the manager & person to capture individual actuals as th...

Performance management is more than an annual review. It is an ongoing process that helps organisations measure performance, support employee development, and achieve business goals. The Performance Management module provides managers and employees with the t...

Imports [Imports] [Auditing] ValueObjects in tables are not audited (#116420) Problem When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not e...

Import Employee Data Import error (#126586) Problem The pre-import does not validate duplicates correctly when the strings have different cases The staging translation does not display correctly Solution Add case-insensitive checks in the pre-import valida...

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 dashb...

The Objective-Setting Phase Explained When creating a performance agreement, it is important to understand the WHY. Why is it important to set objectives? The answer is simple: to bring clarity. Having a clearly outlined goal makes it easier for managers and ...

The Check-In Phase Explained Once performance objectives have been submitted and approved, the Check-In Phase will start. This is an integral part of the performance management process, as it provides time for employees to work on achieving the objectives ...

The Ratings Phase Explained The Ratings Phase of the performance management process focuses on evaluating the employee based on the objectives specified in their performance agreement. If the dual participation option is enabled in the review setup, both the ...

The Recontracting Phase is similar to the objective-setting phase described earlier, with one key difference: a performance agreement has already been completed for the current performance year, and now a new one needs to be established. This guide assumes t...

Once each phase for each review period has been completed, the overall summary of the performance agreement can be used to review the performance cycle: This summary provides several important pieces of information: The overall score for the first re...

Managing people effectively is a fundamental aspect of any successful organisation. The People Management module is designed to optimise human resource processes by providing tools to manage employee data, organisational structures, and role assignments effi...

The People Management module provides a fully integrated framework for workforce administration, combining: Centralised employee data management, Structured profile maintenance, Role-based security and access control, System configurability and governa...

The People Management module includes several valuable features, which we will explore in more detail below. The People Management dashboard This dashboard is a centralised, visually organised directory that displays all employees within the organisation, se...