Assign General Performance Criteria —Exercises

Basic Data Setup

Create Predefined Performance Criteria

Purpose: The purpose of this exercise is to create performance criteria that will be used to evaluate employees.

Windows:
General Performance

1. Create the following criteria for general performance. 

   Performance Criterion	Performance Criterion Description
   Accepting Accountability	Willingness to Accept accountability
   Cooperates Well With Colleagues	Ability to Cooperates well with colleagues.
   Respect	Show respect towards others

2. Create the following performance areas.

   Performance Area	Performance Area Description
   Initiative	Ability to assess and initiate things independently
   Professionalism	Competence or skill expected of a professional
   Stress handling	Capability of handling stressful situation
   Working together	Ability to work collaboratively with a group of people

Basic data exercise for creating general performance criteria and performance areas. 

Create Periods for Performance Evaluation

Purpose: The purpose of this exercise is to create periods during which employee performance should be measured.

Windows:
Performance Periods

1. Define the evaluation period as 2012 with the following details.

   Performance Period	Valid From	Valid To
   2012_Year_End	01/01/2012	31/12/2012

Basic data exercise for creating periods for performance evaluation.   

Create Status Options for Performance Evaluation

Purpose: The purpose of this exercise is to create the default status of general criteria you connect to the employee.

Windows:
Performance Status

1. Create the Initial status as the default status value.

Basic data exercise for creating status options for performance evaluation.

Define Position Access

Purpose: The purpose of this exercise is to setup the position access required for this exercise.

Windows:
Employee
Position Access

1. Setup position access so that ALAIN is the supervisor of ALEX in company 10 IFS Racing AB.

General exercise for maintaining position structure. 

Main Exercise

Purpose: The purpose of this lesson is to assign general performance criteria to employee ALEX. See that the employee is assigned to general performance criteria as detailed in the table below.

Windows:
General Performance Evaluation

Assign General Performance Criteria to an Employee

1. Open the General Performance Evaluation window and select the employee ID of ALEX in the employee ID fields.
2. Select 2012_Year_End as the period during which the employee's performance is measured.
3. Create a new record. In the Performance Criterion field, enter the predefined criterion: 'Accepting Accountability'. You can select this value using the available list.
4. In the Performance Area field, enter the predefined area of  'Professionalism'. You can select this value using the available list.
5. Set the weight of the objective to 20.
6. Save the information.
7. Similarly add the other performance criteria and save the records.

Note: The status of each performance criteria would be set to Initial as this is the status defined with the lowest sequence number.