Evaluate General Performance of Employee—Exercises

Basic Data Setup

Setup Performance Rating Values

Purpose: The purpose of this exercise is to create rating values to measure employee performance.

Windows:
Performance Ratings

  1. Create the following rating options with the given ranking values.
    Rating Rank
    Poor 30
    Average 50
    Good 80
    Excellent 100

General exercise to create rating options for performance evaluation.  

Define Status Values

Purpose: The purpose of this exercise is to create status values for objectives, activities and general performance.

Windows:
Performance Status

  1. Ensure that Completed and Done are final status values.
  2. Ensure that the Exclude from Final Result check box is selected for the Done status.

General exercise for assigning general performance criteria.

Required Data

Assign Performance Criteria

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Ensure that general performance criteria are assigned to employee ALEX.
  2. Ensure that ALAIN is the supervisor of ALEX in company 10 IFS Racing AB.

General exercise for assigning objectives and activities to employees. 

Main Exercise

Purpose: The purpose of this lesson is to show the performance of employees based on general criteria can be evaluated.

Windows:
General Performance Evaluation
Performance Periods

Employee Self Assessment

  1. Log into the system as ALEX.
  2. Open the General Performance Evaluation window.
  3. Select the employee ID in the relevant field.
  4. Select 2012_Year_End as the period in the Performance Period field.
  5. All the performance criteria that are assigned to the employee will be listed.
  6. To indicate your own assessment of your performance criteria, enter a ranking in the Self Assessment Rating field. Select a rating value using the list. Also, enter a comment in the Self Assessment field.
  7. Repeat the steps for all the criteria.

Rank Employee Performance

  1. Log into the system as ALAIN (supervisor as ALEX).
  2. Open the General Performance Evaluation window.
  3. Select employee ALEX in the Employee ID field.
  4. Select 2012_Year_End as the period in the Performance Period field.
  5. All the performance criteria assigned to employee ALEX for this period will be listed.
  6. In the Evaluator Rating field, enter the rating. Comments can be entered in the Evaluation Remark field.
  7. Repeat the steps for all the performance criteria assigned to the employee.

Promote the Performance Criteria to the Final Status after Evaluation

  1. Log into the system as ALAIN (supervisor of ALEX).
  2. Open the General Performance Evaluation window.
  3. Select employee ALEX in the employee ID field and the relevant period in the Performance Period field.
  4. Ensure that all the general performance criteria are being ranked by employee as well as by supervisor.
  5. Change the status of each criterion to Completed.

Evaluate Employee Performance

  1. Log into the system as ALAIN (supervisor of ALEX)
  2. Open the General Performance Evaluation window.
  3. Select employee ALEX in the Employee ID field.
  4. As shown in the previous section, ensure that all performance criteria are promoted to the final status of the evaluation process.
  5. Right-click and click Update Performance Summary.
  6. Open the Performance Summary window.
  7. Query or populate to find employee ALEX. See the performance score calculated for the employee. The employee's performance score is calculated using the weight given for objectives and general performance criteria.