180 degree performance & competency: administration

Performance Evaluation 180 Degree - Administration

Process Steps

Administration(Rating Method,

Competency etc…)

Create Evaluation

Assign Assessment Participants

Assess

Review/Appeal Assessments

Moderate

Covered in this training

Covered in ‘180 Degree Performance & Competency – End User’

Covered in ‘Performance & Competency – Operational Activities’

Create Rating Method

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Rating Method’

2. Click ‘New ‘ to enter a new rating method

3. Enter relevant details 4. Save data

4

3

1

3

2

It’s mandatory to specify a rating method.

Create Rating Items for the Rating Method

1. After saving rating method click ‘View/Edit Rating Method

Items’ link

2. Select the

grading method

3. Enter the

number of rating

items are in the rating

method

4. Click on ‘Generate

Rating Method Items’

5. Click ‘Edit’ to edit the

item

6. Enter data

7. Save edited details

8. Save changes made to all rating

items

17

6

6

5

43

2

8


‘Administration’ >> ‘Proficiency level’

2. Click ‘New‘ to enter a new proficiency level

3. Enter proficiency level name name 4. Save the data

4

2

3

1

Define Proficiency Level

By default proficiency level 1- 6 is defined in the system at the time of setup.


‘Administration’ >> ‘Competency Group’

2. Click ‘New ‘ to enter a competency

group

3. Enter competency group details

4. Save data

Create Competency Group

1

4

2

3

3

In instances where more than 1 appraisal method is used (e.g. 180 and 360), multiple competency groups can be created. This is a mandatory step.

Create Competency Area

1

2

3

3

3


‘Administration’ >> ‘Competency Area’

2. Click ‘New ‘ to enter a new

competency area

3. Enter competency area details 4. Save data

4

This is another level of categorization below Competency Group. This is a mandatory step.

Create Competency


‘Administration’ >> ‘Competency’

2. Click ‘New ‘ to enter a new

competency

3. Enter competency

details4. Save data

3

1

42

3

3

3

This is a mandatory step.

Create Competency cont…

1. After saving the competency click

‘View/Edit Proficiency Level’ link

2. Click ‘Edit’ to edit data 3. Enter data 4. Save edited

details 5. Save data

3

21

3

4

5

This is not a mandatory step required to complete and use the competency created in slide 8.

3 3


‘Administration’ >> ‘Competency Collection’

2. Click ‘New ‘ to enter a new competency

collection

3. Enter competency collection details 4. Save the data

1

42

3

3

Create Competency Collection

In instances where more than 1 appraisal method is used (e.g. 180 and 360), multiple competency collections can be created. This is a mandatory step.

Process Steps


Competency etc…)

Create Evaluation


Assess


Moderate




Define Evaluation Information

1

2

1. Go to ‘Performance Evaluation’ >> ‘Create

Evaluation’ >> ‘Evaluation Information’

2. Click ‘New ‘ to create a new evaluation Refer next slide #14

Define Evaluation Information Cont…

1. Enter evaluation

name

2. Enter evaluation description

3. Set the evaluation

year

4. Set the start date and end

date

5. Select rating from ‘Overall Rating’ drop

down

6. Select the evaluation method as 180 Degree

7. Select the evaluation

stage as Competency Evaluation

8. Set ‘Intermediate

Goal Evaluation

Stages’ as 0 and click on ‘Generate

Stages’

9. Define ‘Self Weightage’ as 0 and ‘Supervisor Weightage’ as

100

Refer next slide #15 for the next

step

1

2

3

4

5

67

8

4

9


Continuation from previous slide #14

10. Give ‘Weight’ as 100 and ‘Stage End

date’

11. Check the ‘Ongoing Evaluation’ checkbox 12. Save data

10

11

12

• An evaluations can contain both goals and competencies. If ‘Goal Evaluation’ is checked in step 7 (slide 14) a few additional steps are required. Next slide documents these extra steps that needs to be defined for goals.

• As soon as ‘Ongoing Evaluation’ is checked, the evaluation becomes visible for the assesses and assessors.


1. Click on ‘Edit’ 2. Click ‘Customize Parameters’

3. Select additional setting

to change

4. Save setting

5. Go back to previous

page

12

3

4

5

Default settings such as ‘Allow Evaluation Overlap’ etc… can be changed for a given evaluation using this page.

Create Evaluation


‘Create Evaluation’ >> ‘Create

Evaluation’

2. Select ‘90/180 Evaluation’ radio

button

3. Select relevant details

4. Click ‘Assign

Competencies’

Refer next slide #17

1

23

3

4

Create Evaluation Cont…

5. Select applicable

competencies6. Specify ‘Weight’

7. Specify ‘Competency Area

Weight’

8. Select applicable

‘Designations’ for the evaluation

9. Save data

5

6

8

7

9

Create Evaluation by copying from previous


‘Create Evaluation’ >>

‘Create Evaluation’

2. Go to ‘Copy from previous’

tab

3. Select ‘FROM’

evaluation

4. Select ‘TO’

evaluation

5. Select informatio

n to be copied

6. Save data

1

2

3

4

5

6

1. Go to ‘Performance Evaluation’ >> ‘Create Evaluation’ >> ‘Model

Bell Curve’

2. Select ‘Evaluation’ from drop down 3. Click to ‘Edit’ 4. Change values 5. Save data

1

2

4

3 5

Model Bell Curve

This is modeled prior to the start of an evaluation time period. Not mandatory but if modeled will enable management to review evaluation results against a target.


Competency etc…)

Create Evaluation


Assess


Moderate

Process Steps




Assign Assesses to the evaluation

1. Go to ‘Performance Evaluation’ >> ‘Assessment

Participants’ >> ‘Assesses’

2. Select ‘Evaluation’ from drop down

3. Click to ‘View/Edit Assesses’

4. Click ‘Add Assesses’ to add employees as

assesses

5. Click ‘Not Assigned Employees’ to view

unassigned employees

21

3 4 5

Assessors

1. Go to ‘Assessors’ in main menu

2. Select evaluation from

drop down

3. Click ‘Next’ link

4. Select option from ‘Assign Assessors’

5. Select option from ‘View Assessors’

6. Click ‘Next link and save the data at the end

of wizard.

2

1

3

4

5

6

180 degree performance & competency: administration

Technology