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Managing Reviews and Performance Improvement
Art Gelwicks
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0 step
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2 minutes
Hrhelperapp
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of 2
Performance Improvement Plans
Updating Performance Goals
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Click "Performance"
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Click "KPA (Appraisal)
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Click "Add New"
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Enter the title for the employee in the Title field.
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Select the designation for the employee using the drop down box.
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You can assign a score for each competency by clicking on the Set Value field for the indicator.
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After the review is submitted and calculated, you can see the resulting score.
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Performance Improvement Plans
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Click "Track Goals (OKRs)"
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Click "Add New"
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Complete the form with the information to define the new goal and identify the person the goal is set for and click on [[save]] to record the goal.
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Updating Performance Goals
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Click the [[View Details]] button next to the goal you wish to update.
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To make changes and add notes, click on the [[Edit]] link at the top of the goal details.
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You can set a percentage complete on the goal by clicking on a point on the progress bar.
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Additional notes and information can be added in the Description field.
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When finished, click on [[Update Goal]] to record your changes to the goal.
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Goal ratings can be assigned and updated by clicking on one of the stars under the Goal Rating section and then clicking on [[Update Rating]]
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All updates are reflected in the Track Goals (OKRs) view.
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