user manual - true hr

User Manual for PMS system 2020

2

PMS Manual for Staffs

3

Log in to PMS

Go to https://hr.truecorp.co.th/ihome/pms

Log-in to PMS System by your User-Password (LAN True)

4

Main page after logging in to PMS system

A

B C

5

Merit

Evaluation consists of 4 steps:

1. KPIs: This section will be referred to the KPI details and results linked from the BMS system on True Connect. The information cannot be changed through PMS

platform. Any change is supposed to be adjusted via BMS system. The updated results would be automatically linked to PMS system.

2. True Performance: This section will be referred to your “True Performance” ratings and evidences from 360 feedback evaluation through workflows system on

True Connect. You cannot change the linked results on PMS platform.

3. Overall Performance: With the information from 2 section above, you can give the rating for your overall performance with providing the key evidences.

4. Wait for Approval: Your direct boss will review your performance after your submission.

Evaluate is the part of self performance evaluation.

A

6

• The spider chart shows your results of KPI and True Performance.

• Show your performance rating of 3 latest years.

• Your direct boss who have the right to approve and adjust your performance rating.

Overall

Your Performance

Approver

Your Reporting Line

B

7

Step 1 KPIs

Individual KPI

Department KPI and Corporate KPI

• The results of your Department KPI and corporate KPI.

The Department KPI is defined from the department of your director by default (exceptionally, if you are under MicroOrg, your department KPI would be Province KPI or Regional KPI). If you need more information about the department KPI, you can contact to your HRBP. If the Department KPI is needed to be reassigned, either associate director or director (Band F up) from your department can send the request to HRBP.

• Name, definition, Weight and Unit of your KPIs automatically linked from BMS system on True Connect

C

8

After reviewing your KPIs

Please click at ‘Next’ to enter the next steps.

9

Step 2 : True Performance(3 Questions)Rating and evidence

Step 2 True Performance

Your True Performance ratings and evidences will be automatically linked from 360 results you had completed through True Connect workflows. They cannot be changed on PMS platform.

10

The spider chart shows the matrix relating to your ‘True Performance’ (3 Questions) rating.

ตัวอย่างการประเมนิ True Performance

11

After consideringyour True Performance results,

Please click at ‘Next’ to enter next steps.

12

Step 3 : Overall Performance

Step 3 Overall Performance

A

B

Choose your overall rating.

Identify the supporting evidence to support your overall rating.

After reviewing your ‘Overall Performance’ rating,please click at ‘Next & Save’ to enter next steps.

C Your strength and development area will be automatically linked from 360 feedback evaluation on True Connect workflows.

13

Step 4 Wait Approve

At this page, your self-review has been saved and submitted to your approver (Direct Boss) and you are at the stage of waiting for approval

If you want to edit your performance evaluation,

Click at

14

PMS Manual for Management

15

From the main page showing your evaluation

Click at “Subordinate”

16

After clicking at ‘Subordinate’, the system will lead you to the main page of your subordinates’ status

Subordinate

A

B

C

17

Chart shows the status of your subordinate’s performance evaluation.

A

Subordinate• Show the status of your

subordinate’s performance evaluation.

18

Direct Report• Show the status of your direct

subordinates’ performance evaluation.

All Report

• Show the status of your all subordinates’ performance evaluation.

Direct Report/ All Report

B

B1 B2

19

• Filter : apply to show specific segments.

• Cancel : to cancel applying filter.

Evaluation Status

Filter Function

C

Do not finish.Finished and approved.

Finished and wait for approval.

20

Sample of Direct Report

D

21

ตัวอย่าง All ReportSample of All Report

22

D

Click at ‘Wait Approve’

to see details of subordinate’s self measurement and

approve.

Apply filter ‘Wait for Approval’ to see

the list of subordinates who have finished and wait for approval.

How to approve your subordinates’ performance

23

After click at ‘Wait for Approval’, the popping-up window will show the details

Separate to 2 pages:

A B

A Show details of subordinate’s self-evaluation.

Show details that boss can adjust and approve.

For page , you can check how your subordinatefinished their self-evaluation only. It is not allowed you to

adjust.

A

B

24

B

KPIs• Since your subordinate’s KPIs results are linked

from BMS on True Connect, you cannot adjust them on PMS platform.

True Performance• True Performance results from all bosses in PMS

platform will be automatically linked from the direct boss’s result of 360 feedback evaluation. They cannot be adjusted but you can use them as the input for giving your subordinate’s overall performance.

Overall Performance• Able to adjust by changing scale rating and fill reasons

for adjustment.

• Strength and development areas from all bosses in PMS platform will be automatically linked from the direct boss’s input of 360 feedback evaluation. You cannotadjust them.

Click at ‘Approve’ to submit.