Exact Synergy Enterprise

Defining performance indicators per job activity and level

Menu path

HRM ? Setup ? Performance review management ? Job activity - competence link

Introduction

On this page, you can link performance indicators in a performance review group to a job activity and indicate which indicators are relevant to the job levels for that particular job activity. For example, a Sales Consultant with job level 4 may need be reviewed on the "Presentation" indicator, but this indicator is not a required measurement for a Sales Consultant with job level 1.

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 for each job level.
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 link 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 create, modify, or delete linkages between performance indicators and each job activity and the respective job levels, 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 apply performance indicators to each job activity and job level?

1. On the Job activity - Competences page, click New.
2. At Performance review group under the Criteria section, select a performance review group.
3. At Job activity, type or select the job activity code to indicate the job activity to link to the performance review group.
4. Click Refresh. The performance indicators grouped under the performance review group selected will be displayed under the Competences column, and the number of levels available for the job activity will be displayed under the Job level column.
5. For each performance indicator, select the relevant check boxes to indicate the job level to which the indicator applies.
6. Click Save.
7. Click Close. The link between the performance review group and the job activity will be displayed under the Performance review group section on the Job activity - Competences page.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify links between the performance indicators and the job activity and job level?

1. On the Job activity - Competences page, click Edit on the corresponding row of the link to be modified.
2. Make the necessary changes, and then click Save.

How do I view details of the performance review groups?

1. On the Job activity - Competences page, click the corresponding hyperlink at Performance review group.

How do I view details of the job activities?

1. On the Job activity - Competences page, click the corresponding hyperlink at Job activity.

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 job activities
• Viewing performance indicators
• Viewing performance review groups
• Viewing performance review profiles