Exact Synergy Enterprise

Viewing performance review groups listing

Menu path

HRM ? Setup ? Performance review management ? Performance review groups

Introduction

On this page, you can view the listing of all existing performance review groups. You can also view the performance indicators that are linked to the respective groups.

This feature is part of the Performance Review Management process, which is used to measure the performance of employees. With this, the management will be able to identify the training needs for the employees to achieve better results.

The process steps of Performance Review Management in Exact Synergy Enterprise are:

1. Defining settings — The general or division settings need to be defined before this application can be used properly. For more information, see Defining HRM general settings or Creating and modifying divisions.
2. Creating field types — Field types are settings of the ratings used to measure the competences, performances, or targets of applicants or employees. For more information, see Creating and modifying field types for competences, attributes, and targets of employees.
3. Creating performance indicators — Indicators are skills that are required to perform the jobs. Indicators can be created before or after the performance review groups are created. For more information, see Creating and modifying performance indicators.
4. Creating performance review groups — Performance review groups are set up to group the performance indicators into a main group. These indicators are used to rate the performance of the employees. Performance review groups can be created before the indicators are created. For more information, see Creating and modifying performance review groups.
5. Linking performance indicators per job activity and level — Depending on skills and experience, certain employees in an organization may perform the same activity, but are at different job levels (similar to having junior and senior level positions). These employees may be reviewed on different indicators. For better maintenance purposes, it is possible to link the performance review group to a job activity, and then define which indicators are required or relevant for each job level. For more information, see Overview of performance review groups per job activity.
6. Generating performance review profiles — When performance review groups have been set up, the manager or reviewer needs to generate the performance review profile and links the performance review profile to one employee or more. Once the profiles are generated, a message will be displayed where you can opt to have the performance review requests for the profiles to be generated at that point of time, or later on when the background job is performed. For more information, see Generating performance review profiles.
7. Generating performance review requests — Once performance review profiles have been generated, performance review requests can be generated to notify reviewers to complete the review of the profiles. If there are profiles already generated but requests have not been generated for them and the background job has not been performed, it is possible to generate these requests manually. For more information, see Generating performance review requests.
8. Viewing and reviewing performance review profiles — Once performance review profiles have been generated, the profiles can be reviewed by the reviewers at the respective personal cards. For more information, see Viewing performance review profiles.

Roles and rights

• To view the performance review groups, function right 99 – View performance review is required. By default, users with the HR role have this function right.
• To create and modify performance review groups, function right 107 – Maintain performance review is required. By default, users with the HR role have this function right.

Note:

• 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 view details of the performance review groups?

1. On the HRM: Performance review groups page, click the corresponding hyperlink.

How do I create performance review groups?

1. On the HRM: Performance review groups page, click New.
2. Define the required information.
3. Click Save.

How do I modify existing performance review groups?

1. On the HRM: Performance review groups page, click the corresponding hyperlink.
2. Click Edit.
3. Make the necessary changes, and then click Save.

Related documents

• Creating and modifying divisions
• Creating and modifying field types for competences, performance indicators, and targets of employees
• Creating and modifying performance indicators
• Creating and modifying performance review groups
• Defining HRM general settings
• Exact video library
• Generating performance review profiles
• Generating performance review requests
• Overview of performance review groups per job activity
• Viewing performance review groups
• Viewing performance review profiles