Role of Employee during Performance Management Process

Role of Employee during Performance Management Process

Menu Path : HRMS > My Profile > Tap on Performance section
Accessible to : All Employees

This article explains the various activities which an employee is expected to do during the annual performance management cycle. If you are expected to provide inputs to a performance cycle then you will get dashboard / email notification and will also see it as a pending task.

1. Goal Updation

When the Goal setting process is released an alert comes to you and the control of the Performance Sheet is transferred to you. The following steps need to be followed –
1. Go to Performance page through HRMS > My Profile > Performance
2. You can see status of of your performance review setting as Goals – Pending


3. Use the Edit button to open the performance sheet.


4. Fill up the specific performance goals for each criteria as discussed with your manager
5. Click on "Save as Draft" if you want to save the work and work on the sheet later
6. Click on to "Submit" to submit the goals. On submission an alert will go and the control will go to your Assessor. While reviewing the goals Assessor can modify the goals if needed

Note :
1. If a guide has been uploaded you would be able to download it using the Download button
2. If the period allowed by the Performance Manager for goal setting gets over and you have not submitted the goals but saved them as draft then the goals written in the sheet are not visible to anyone else. You can submit these goals as and when the process is released again. In some cases the goals might be updated by the Assessor or HR Manager on your behalf, in which case your draft would be deleted
3. You might be allowed to add new criteria or change the weightage against the criteria if this is allowed as your company's policy. Or if you are not getting the option of updating goals that also might be due to your company's policy
4. If Key Behavior Assessment as a part of performance review is activated then you can see the Desired Behavior levels for each of the criteria as shown below.


2. Periodic Self Assessment

Based on the company's policy there might be some periodic assessments, this can be quarterly, six-monthly or annual activity. An alert will come when the window is opened for this self assessment and the activity can be completed from the same section from where the goal setting was done. 

Steps to be followed -
1. You will get a notification of the self assessment to be done with the time window
2. Go to HRMS > My Profile > Performance page. Double click on the row to open the Performance Management sheet. Go to the tab for the period for which feedback is pending, in the image shown below it is for Mid Year. Depending upon the way the process has been designed in your company the review can monthly, quarterly, six monthly or only once at the end of year.



3. You need to provide inputs against all the criteria. Status will be Pending initially and after you have provided the input it will change to "Updated". Fill up self assessment for each criterion by clicking on Edit button on the row.



You can use Save button on the popup to save your changes. You might also need to fill up a ranking or a score for each criteria if your company has opted for such an option. Please discuss with your HR regarding the range of ranking and the scores which should be used. Click on Submit at the bottom of the form to submit the self assessment.

Notes
Note - If you are not getting an option to update self assessment while others are, it might be due to a policy of allowing employees only above a certain seniority level to be able to update self assessment.

3. Annual assessment

At the end of year you will need to provide a feedback on achievement against each goal. Besides this there are other activities which you might be expected to do, for example -
a) Provide your inputs on what are your behavior levels against the the criteria mapped to you based on your job category. You can record evidence supporting your claims
b) Answer some confidential questions which will be visible to you in Inputs and Feedback tab, these answers will not be visible to your Assessor and Reviewer and will be reviewed by HR team
c) if Key Behavior assessment feature is enabled then you will be required to provide your self assessment and inputs as shown below


4. Results and Final Rating

At the end of the year the results are released by HR, you will get a notification.

You can view final rating and also see the feedback of your Assessor and Reviewers when the ratings are released by the Performance Manager. Specific inputs on your development may be visible on the Individual Development Plan tab if this feature is enabled.

Notes
Note – what is visible is controlled through setup and in some cases rating, scores of comments might not be visible.                                                

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