Creating and modifying performance indicators
Menu path
HRM ? Setup ? Performance review management ? Performance indicators
Introduction
On this page, you can create performance indicators without the need to link them to performance review groups, or edit existing indicators in the system.
A performance indicator is similar to a competence, whereby it is used to measure the performance of employees in an organization. For example, you can define a few indicators, such as "Java", "C++", and "Visual Basic" and use these indicators to review your Software Engineers.
Roles and rights
To create and modify performance indicators, function right 107 – Maintain performance review is required. By default, users with the HR role have this function right.
Notes:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 253 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I create performance indicators?
- On the HRM: Performance indicators page, click New. The HRM: Performance review - New page will be displayed.
- Define the required information.
- Click Save to save the entry, or Save + New to save the entry and to create another indicator.
Keep in mind: All fields with the "!" icon are mandatory.
How do I modify existing performance indicators?
- On the HRM: Performance indicators page, click the corresponding hyperlink under the Code column.
- Click Edit.
- Make the necessary changes, and then click Save.
Buttons
Save
Click this to save the entry.
Save + New
Click this to save the entry and to create another indicator.
Note: This is available only if you are creating an indicator.
Delete
Click this to delete the indicator.
Note: This is available only if you are modifying an indicator.
Close
Click this to exit.
Fields
Code
Type a unique code for the indicator. You can type up to 20 alphanumeric characters, and the alphabet letters are in capital.
Description
Type the description of the indicator.
Field type
Select the field type to be used for the indicator.
Weight
Type the number to define the weighting factor of the indicator. This value will be used during the calculation of ratings in the performance review profiles.
Link
Select an indicator to be linked to this indicator. By default, the browser will show the indicators with the same field type, of the same type (competence/target agreement/performance indicator), and indicators which have not been linked to other indicators. By linking an indicator, the value or rating for this to be created indicator will automatically follow the value or rating of the linked indicator. However, the value or rating can always be changed manually.
Policy
Select a policy document to be attached to this indicator.
Personal objective header
Select this check box to allow this indicator to be added as a header in the profile of a person, under the New personal objectives section. When this check box is selected, this indicator will be available for selection in the Header field when adding personal objectives to a profile.
Note:
- When a performance indicator has the Personal objective header check box selected, this indicator will not be displayed in the Performance review section of a profile.
- To have a performance indicator displayed in the Performance review section as well as the Personal objectives and New personal objectives sections of a profile, you have to create two performance indicators, one with the Personal objective header check box selected and one without, and then link them to the same performance review group.
Notes
Type any additional note for the indicator.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.152.779 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
06-12-2014 |
| Release: |
230 |
Attachment: |
|
| Disclaimer |