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Exact Synergy Enterprise   
 

Viewing Performance Review Profiles Listing

Introduction

At this screen, you can view a listing of all performance review profiles created for an employee. A performance review profile is a template which consists of a set of attributes and is used to assess the performance of an employee.

Menu path

To view the listing of performance review profiles of an employee, go to HRM/Reports/People/People, define the relevant criteria, and click Show. Click the name of the person under the Name column, and then click the hyperlink at Performance review profiles. If you have a HR role or are the reviewer of the active profile, you need to click Profiles to view the listing of performance review profiles.

Roles & rights

  • To view the listing of performance review profiles, function right 99 – View performance review is required. Users with the HR role have this function right. However, if you do not have the rights but are the reviewer of the profile, you will also be able to view the listing of performance review profiles which you are the reviewer of.
  • If you do not have any of the roles and you are not a reviewer, you can view your own listing of performance review profiles if the Review: View profiles check box is selected under the Performance review section in the HRM general settings. For more information, see Defining HRM General Settings.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Refresh

Click this to update the results.

New

Click this to create a new performance review profiles. For more information, see Creating Performance Review Profiles.

Note: This is available only if you have a HR role.

Close

Click this to exit.

Description

An employee can have more than one profile displayed in the listing.

Description

This column displays the description of the profile. You can view and maintain the selected profile by clicking the hyperlink under this column. For more information, see Maintaining Performance Review Profiles.

Note: The hyperlinks under this column are available only if you have a HR role.

Start date

This column displays the date that the profile is valid from.

End date

This column displays the end date of the profile.

Review

Click indexsmall to view the read mode of the performance review profile. If your own name is displayed under the Reviewed by column, clicking indexsmall that is on the same row will allow you to evaluate the employee. For more information, see Viewing Performance Review Profiles.

Note: The hyperlinks to the profiles under this column will be available if you are the direct manager of the employee and/or have a HR role. Otherwise, hyperlinks to the respective profiles will only be available if you are the reviewer of the profile or if the Person: View profiles check box under the Performance review section in the HRM general settings is selected.

Rating

This column displays the final rating that the employee obtained. The final rating will only be displayed if the status of the profile is Final.

Reviewed by

This column displays the name of the reviewer of the performance review profile. You can view the details of the reviewer by clicking the hyperlink under this column. For more information, see Viewing Personal Cards.

Status

This column displays the status of the profile, which is dependent on the stage of the review process. The following are the status that a profile can have at any one time:

  • Open — When the performance review profile is created for the person, but the review request has not been generated.
  • Draft — When the performance review profile is created for the person, and the review request(s) has been generated to the reviewer(s).
  • Reviewed — When the ratings in the profile has been calculated and saved, but the review is not completed.
  • Completed — When the ratings in the profile has been calculated and saved, and the review is completed.
  • Final — When the review has been completed, the reviewer has realized or processed the request sent, and the background job is completed.

Request

This column displays the request ID of the request if it has been generated for the profile. You can view the request linked to the corresponding profile by clicking the hyperlink under this column.

Active

This column displays a green check mark if the profile is active. A profile is active if the start date is equivalent to or the latest but before the current system date and the reviewer of the profile is the direct manager of the employee. Only one profile can be active at any one time.

Related document

     
 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: 16.047.634
 Assortment:  Date: 10-12-2010
 Release:  Attachment:
 Disclaimer