Combination Template

The Combination Template shows the combined behavior of fixed and free template workflows. In this template, the authorized person for all performance-related configurations defines a few set of fixed goals in the template. The rest of the goals in the template are filled by the employee during goal-setting activity. It then follows with the next set of activities (i.e., goal review and assessment rating).

Combination Template Process

Step

User

Action

1

Employee/ HR

1.      On the MY SELF menu, select Performance Management and then click GoalSetting.

2.      Click the template type.

3.      Set the goal.

4.      Click Next.

2

RO

1.      On the MY TEAM menu, select Performance Management and then click Team GoalSheet

The Team GoalSheet screen appears

2.      Click on the name of the employee to see the assessment.

3.      Click the required Parameter name and then click ACCEPT to accept the goal

Note: In case of rejection, click REJECT

4.      Click Next.

3

Employee

1.      On the MY SELF menu, select Performance Management and then click My Assessment

The My Assessment page appears.

Note: My Assessment menu is visible when a calendar is set up by the HR so that the employee can take the assessment.

2.      Click on the template in the Template Name column.

My Assessment form appears.

3.      Click on the corresponding Parameter name for which you want to input values.

The INPUT PARAMETER form appears.

4.      Enter the values and then click SAVE.

5.      Click Next.

A pop-up appears.

6.      Click OK to submit the assessment.

The Template Name hyperlink turns black after assessment is submitted.

4

Manager (RO)

1.      On the MY TEAM menu, select Performance Management and then click RO Assessment

The RO Assessment screen appears.

2.      Click on Employee Name to see the corresponding employee assessment.

3.      Click on the corresponding Parameter name for which you want to input the employee score after taking a look at employee assessment

The INPUT PARAMETER form appears.

4.      Enter the values and then click SAVE.

5.      Click NEXT.

A Pop-up appears.

6.      Click OK to submit the assessment.

5

Senior Management (REV)

 

1.      On the MY TEAM menu, click Rev Assessment

2.      Click on Employee Name to see the corresponding employee assessment.

3.      Click on the corresponding Parameter name for which you want to input the employee score after taking a look at employee assessment

The INPUT PARAMETER form appears.

4.      Enter the values and then click SAVE.

5.      Click NEXT.

Note: Workflow moves to LNI tab.

6.      Enter Learning Needs Identification.

7.      Click SUBMIT to submit the assessment.

Assessment Submitted Successfully pop-up appears.

 

The HR will be able to view  and download  the report post Reviewing Officer /Senior Manager approval.

 

Click to know more:

Performance Management System

Performance Management Template

  Performance Management Process

  Fixed Template

  Free Template

  Confirmation Template

  My Agreement Tab

  Team Goal Sheet

  Team Goal Sheet (Take Action)