Update Employee Performance Summary
Explanation
This activity is used to update the employee's performance result in the
Performance Summary window. You can update the performance summary
for a period (performance period) or you can individually update the performance
summary for each employee.
Prerequisites
In order to perform this activity, the employee's objectives, general
performance criteria should be in the required status. That is, the final status defined
for objectives and general performance criteria.
System Effects
There are no system effects.
Window
Employee Objectives and Activities
Performance Periods
Performance
Summary
Related Window Descriptions
Employee Objectives and Activities
Performance Periods
Performance Summary
Procedure
Perform the following procedure to update the performance summary of all
employees who have objectives connected to a selected period;
- Open the
Performance Periods window.
- Populate the window with available performance periods.
- Select the required period in the Performance Period field.
- Right-click and click Update Performance Appraisal Summary to trigger the calculation of ratings given to your
employees. Note that objectives with a status for which the Exclude from Final Result
is selected in the
Performance Status window
will not be considered for the result.
- Open the Performance Summary window and populate the information.
- The All
Objectives Included check box is selected for employees who have all
objectives in the final status. You can enter further
information in the Conclusion field.
- Save the information.
Perform the following procedure to update the performance summary of an
individual employee;
- Open the
Employee
Objectives and Activities window.
- Enter the employee in the Employee ID field. Search or populate
to find the required employee.
- Right-click and click Update Performance Appraisal Summary to trigger the calculation of ratings given to your
employee. Note that objectives with a status for which the Exclude from Final Result
is selected in the
Performance Status window
will not be considered for the result.
- Open the Performance Summary window and populate the information.
- The All
Objectives Included check box is selected for employees who have all
objectives in the final status. You can enter further
information in the Conclusion field.
- Save the information.
Note: The All Objectives Included check box will be selected
if all the objectives assigned to the employee have been considered for the
calculation.