To use this feature within PMS follow these steps -
1. Enable Job Category field in HRIS - refer to the article on "HRIS Setup" for more details
2. Update Job Categories for all employees - refer to the article on "Editing Profile details" for more inputs
3. Update the Desired Behavior Level for each Job Category across all Key Behavior dimensions - refer to the article on "Setting up Key Behavior Assessment"
4. Include the KBA feature in the performance plan. Refer article on "Creating Performance Plans" for details. When KBA feature is being included in a plan then system will check and ensure that desired behavior level for all job categories is updated in KBA setup
5. Once KBA feature is included the following will be the impact on the performance
review work flow
a) When a cycle (which has KBA feature) is being released for goal setting you
will have to ensure that for all the employees included in the cycle a job category
is mapped
b) Each employee needs to be mapped to a job category and the desired behavior
levels setup in KBA will be shown to them when the performance sheet is released
to them during the goal setting process. No changes can be made to the Job category
of an employee if he is mapped to a performance cycle and the annual review stage
for the cycle has been released. Job category can be changed till annual stage
is not released and can be changed after results for the cycle are released
c) When annuals stage is released for a cycle for any employee the desired behavior
level data will be copied from setup to the cycle and any changes to the setup
data will not impact the cycle from this point onwards. Upto this point changes
to KBA setup data will be transferred to cycle