Overview
Through the introduction of the Performance Management Module, users can create and assign performance reviews for managers, colleagues, and themselves to undertake. This article explains what Review Criteria are and how to set them up
Contents
Permissions
The permission needed to create/edit/delete Review Competencies is Manage Performance Strategies and Criteria. This permission needs to be granted on Global for the access to be granted.
What are Competencies?
Competencies are the basis for a Review. Within a review, these different competencies will be used to measure the performance of an employee. The Competencies can be grouped into Categories. Both Competencies and Categories are created by yourself and so the reviews are completely made according to your company performance policies.
Creating Competencies
The third tab in this section, Competencies, is where the range of items to be assessed in the performance review are set up. There are 2 steps to creating the Competencies on Talexio:
Create Competencies Categories
To create and manage Competency Categories, from the Competencies tab, you will need to select Add Competency Category.
Here, you would need to set up the categories that the review competencies can then be grouped under. To add a category simply click Add Competence Category and then click Add Competency. These categories can be modified and/or deleted.
Create Competencies
After adding the necessary categories, click on Add New.
Click Add Competency:
Here you will need to add the competency title, an optional description, choose whether the rating will be a Yes/No choice, 5, 7, or 10-Scale Likert. When you complete the Default Units field, when creating an Automation Strategy for one or all units listed, this competency will automatically be added.
The competencies can be modified and/or deleted as necessary.
Next, we move on to the Automation Strategies tab.
More information on the Performance Management Module can be seen in our Webinar on the module.