Define Access Controls for Employee Performance Information—Exercises
Basic Data Setup
Purpose: The purpose of this exercise is to create
status values for objectives, activities and general performance.
Windows:
Performance Status
- Create the following status values for objectives and activities.
Status |
Applicable |
Initial |
For All |
Planned |
For All |
Ongoing |
Only for activities |
Intermediate |
Only for objectives |
Completed |
For All |
Done |
For All |
- Completed and Done should be defined as final status
values.
Basic data exercise for creating
status options for performance evaluation.
Purpose: The purpose of this exercise is to specify the
information on objectives, activities and general performance which should not be editable
for the self evaluator when a certain status is reached.
Windows:
Employee Access Setup
- The following information on employee objectives should not be editable
unless they have Planned status:
Employee Objectives window |
Employee Activities window |
Objective ID. |
Description of the activity. |
Objective Description. |
Activity assigned date. |
Objective start and end dates. |
Activity start and end dates. |
Objective assigned date. |
Course ID. |
Weight |
Activity weight. |
Person who assigned the objective. |
Person who created the activity. |
Person who is responsible for the objective. |
Person who is responsible for the activity. |
Basic data exercise for defining
information with controlled access.
Required Data
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Ensure that at least one objective is assigned to employee ALEX.
- Ensure that activities are created for the objectives assigned to
employee ALEX.
General exercise for assigning
objectives and activities to employees.
Main Exercise
Purpose: The purpose of this lesson is to show how the
ability to edit selected information on employee objectives and activities is
controlled depending on the status of the objectives and activities.
Windows:
Employee Objectives
Employee Activities
Employee Objectives and Activities
- Log into the system as ALAIN.
- Open the Employee Objectives and Activities window.
- Promote the status of objectives and activities assigned to employee
ALEX from Initial to Planned.
- Save the information.
- Log into the system as ALEX.
- Open the Employee Objectives and Activities window.
- Select employee ALEX in the Employee ID field.
- Select one objective (Sales Target or Sales Avenues) in the Objective ID
field. Note that in order to view the required objectives, you must select
the period relevant to the objective in the Performance Period field.
- Change the objective status to Intermediate.
- Change the status of activities to Ongoing to indicate that the
activities have started.
- Save the information.
- Note that self Evaluator is not allowed to edit the information that is listed in
the Employee Access Setup window.
- Now, try to demote the status of the objective and/or an activity to
Planned. This is not allowed because employee's are never allowed to
demote the status of one's own objective or activity.
- Try to promote the status of the objective and/or activity to
Completed or
Done. This is not allowed because Completed and Done are
final status values. Only the supervisor can promote objectives and/or
activities to the final status when the change is required.
Note: Refer the Evaluate Employee Performance exercise to
understand how two final status values (Completed and Done) can be used for
specific purposes.