To view employees list click on "Template Mapping" button on the relevant performance cycle. Employees who are eligible for a performance cycle are visible in the template mapping table as shown below.
The checkbox in the first column can be used to exclude employees from a cycle.
There are three sets of employees -
1. Employees who are already included in the cycle - for them the checkbox will
be deselected and greyed out
2. Employees who are excluded from the cycle - for them the checkbox will be
selected
3. Employees who have become eligible to be included in the cycle but have not
yet been included - form them the checkbox will be open
The following events lead to employees becoming eligible / ineligible for a cycle
-
1. Changes in criteria causing inclusion / exclusion from criteria based cycles
- if a cycle has some eligibility criteria and due to changes in employee
level parameters employees are no longer eligible or become eligible to be included
in the cycle - in such a scenario if an employee has already been included in
the cycle then even if there is a change in the parameter making him ineligible
for a cycle he will not be removed from the cycle.
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Example
Suppose for a cycle,
Begin month = Jan 2021
End month = Dec 2021
Criteria = (Department = Sales) AND (Date of joining <=30-Sep-2021)
1. Ravi Singh has a date of joining earlier than 30-Sep-2021 and he is a part of Sales department then he will be eligible to be included in the cycle. However, if the assessor / reviewer / template mapping is done and even if the goals are not released then Ravi will remain eligible for the cycle even if his department is changed from a back date.
2. Sanya Behl has a date of joining earlier than 30-Sep-2021 but was not a part of Sales department when the cycle was created. When Sanya's department is changed to Sales she will become eligible to be included in the cycle.
3. Ajay Nair joins the company on 14-Sep-2021 and he is mapped to Sales department. His name will be included in the eligible list.
Performance Manager will be informed through a daily alert if any new employees have become eligible to be included to a cycle or ineligible from the cycle.
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If you have multiple active cycles then employees might become eligible to be included in multiple cycles, you will have to decide which is the appropriate cycle for them. To include eligible employees in performance cycle select the template to be mapped and then click on "Submit" button in the template mapping table.
Employees might not appear when you select a particular cycle, there are two
reasons
1. If employee's date of joining is after the end date of the cycle
2. If there is some eligibility conditions in the cycle and the new joiner does
not meet it
Employees who have resigned will still remain visible in the template mapping
table but they cannot be mapped as Assessor or Reviewer for any employee. Refer
to the article on Change of Assessor or Reviewer for more details.