Overview
Through the Performance Management Module, users can create and assign performance reviews for managers, colleagues, and themselves to undertake. Further to this article, more information on Performance Reviews can be found in our Overview article and also in our Webinar.
Permissions
To access the Performance Reviews Page, you will need either Manage Performance Reviews or View Performance Reviews permission. Each of these permissions allows different functionality:
- Manage Performance Reviews - this permission allows the person to view and amend performance reviews as well as create new performance reviews.
- View Performance Reviews - this permission gives access to an employee when set on "Self" to view and complete all the reviews they are asked to complete. It also gives them view-only permission on other individuals' reviews when granted over other employees/units.
More information on the permissions used in the Performance Management module can be found here.
Reviews
The first tab in this section, Reviews, is where the performance reviews are actioned. The reviews that are visible to a person here are dependent upon the permissions given to them. The reviews that are seen here are both the reviews created through Automation Strategies or ad-hoc.
Each review will include the following parties:
- Reviewee - The employee set as the reviewee is the subject of the review. All criteria ratings are ratings of the Reviewee.
- Reviewer(s) - This is the individual(s) who will be completing a review about the reviewee.
The type of Review created is based on who is included as a Reviewer
- General Review - This is when an individual is asked to review themselves or a colleague. This may be a review where the reviewee is the only reviewer or their colleagues are other reviewers.
- Appraisal Review - This is when an individual is reviewed by their manager. The Reviewer is the Manager only.
- 180 Review - This is when an individual is reviewed by themselves and their manager.
- 360 Review - This is when an individual is reviewed by themselves and their manager and others.
Review Email Notifications
During the review process, employees will receive email notifications at these following points:
- When the review is created
- 3 days before the review is to be submitted
- On the day the review is to be submitted
If the review is submitted before these points, then no notification will be sent.
Category Weightings
The competencies which employees are reviewed on in Automation Strategies and Ad-hoc reviews can be given different weightings. By default each competency has a weighting of 1, meaning each competency has equal weighting.
For example:
A review has 3 competencies which are to be reviewed:
- Independence. An employee scores 7/10 here.
- Accountability. An employee scores 6/10 here.
- Communication. An employee scores 8/10 here.
If each competency has a weighting of 1, then the final score is 7+6+8 = 21/3 = 7/10.
By default, competency ratings are set as 1. A weighting of 1 means that all competencies are equal. Therefore, a competency which is rated 9/10 counts as a higher score than a competency rated 8/10.
If the competencies have different weightings, the final score is calculated differently.
For example:
- Independence. Weighting of 1. An employee scores 7/10 here.
- Accountability. Weighting of 2. An employee scores 6/10 here.
- Communication. Weighting of 3 An employee scores 8/10 here.
Here, the final score is calculated differently to before.
The weighting is calculated as follows:
Weight scoring: Independence: 1/3 = 0.3333
Weight scoring: Accountability: 2/3 = 0.66667
Weight scoring: Communication: 3/3 = 1
The modified score is worked out as:
Independence: 0.3333 x 7 = 2.333
Accountability: 0.6667 x 6 = 4
Communications: 1 x 8 = 8
The Final score is worked out as:
Calculation
Total of modified scores/total number of competencies being scored
(2.333+4+8)/3 = 4.78
How does weighting work?
Weightings can be any number from 1-999, with higher numbers bearing larger weighting than small numbers.
Let's say you have 3 competencies:
- Competency A with a weighting of 10
- Competency B with a weighting of 10
- Competency C with a weighting of 20
Competency C is the highest weighted competency. Competencies A and B have half the weight.
If you have multiple weightings, the lower weightings will bring the score down. For example: Competency A (weighting of 1): score: 10/10
Competency B (weighting of 2): score 6/10
Competency C (weighting of 3): score 5/10
10 x 1/3 = 3.3333 (lowest score despite highest rating)
6 x 2/3 = 4
5 x 3/3 = 5 Final score = 12.33/3 = 4.11/10
The Weighting is set during the Automation Strategy or Ad-hoc Review set up:
More information on the Performance Management Module can be seen in our Webinar on the module.
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