This guide provides a comprehensive walkthrough for employees to effectively navigate and utilize the Performance Management System (PMS). It covers the core components of the system, including Goal Settings, Self-Assessment, and Peer Review. Each section includes step-by-step instructions to ensure employees can accurately set goals, assess their performance, and provide constructive peer feedback, thereby fostering a transparent and goal-oriented work environment.

Goal Settings

The Goal Setting section empowers employees to define, manage, and align their individual objectives with organizational goals. This part of the PMS guide walks you through the process of selecting assessment periods, adding or editing goal measures and attributes, and saving finalized goals. By clearly setting quantifiable goals, employees can track their performance and contribute more effectively to team and company success.

1. Goal Measure


– Step 1: Locate & Select the Goal Measure subsection on the sidebar under the section Goal Settings.

– Step 2: Select assessment Year & Assessment duration


– Step 3: A List of all goal heads & attribute heads will be visible. Select Goal Measure to add or edit the Goals head & their quantifiables.

– Step 4: Select the Goal attribute to add or edit Goals & their quantifiables.

– Step 5: Once all details are finalized, the employee can click on save to register the edits. All the saved goals can be viewed in the goal settings page.


Self-Assessment

The Self-Assessment section enables employees to reflect on their performance by evaluating their progress against predefined goals and attributes. This portion of the guide outlines how to select assessment periods, provide ratings, and add comments for both goal heads and attributes. By completing self-assessments, employees take an active role in their professional development and ensure a more accurate and meaningful performance review process.

1. Self-Assessment


– Step 1: Locate & Select the Self Assessment subsection on the sidebar under the section Self Assessment.

– Step 2: Select assessment Year & Assessment duration


– Step 3: A List of all goal heads & attribute heads will be visible. Select complete goals to start self-assessment.

– Step 4: Select fields to execute self-assessment on a specific goal head.

  • Specify Rating
  • Mention comments

( Task Weightage will be visible as decided )

– Step 5: Select fields to execute self-assessment on a specific goal’s Attributes.

  • Specify Rating
  • Mention comments

( Task Weightage will be visible as decided )

– Step 6: Once all details are finalized, the employee can click on save to register the self-assessment. All the saved self-assessments can be viewed in the View Self-Assessment page.

Peer review

The Peer Review section facilitates a collaborative evaluation process where employees can provide feedback on their colleagues’ performance. This guide explains how to access review tasks, select relevant parameters, and submit constructive comments. Peer reviews promote a culture of transparency, mutual growth, and accountability within the organization by incorporating diverse perspectives into the performance management cycle.

1. Peer review


– Step 1: Locate & Select the Peer review subsection on the sidebar under the section Peer review.

– Step 2: Select assessment Year & Assessment duration


– Step 3: A List of all Peer reviews will be visible.

– Step 4: Select review parameters to review & select the action review button to start peer review of your respective peers.

– Step 5: Mention feedback or comments on the peer review Parameters.

– Step 6: Once all details are finalized, the employee can click on save to register the Peer review. All the saved Peer reviews can be viewed in the View completed Peer review page.

This guide aims to simplify the Performance Management System (PMS) for employees by offering clear instructions on setting goals, conducting self-assessments, and participating in peer reviews. By actively engaging with each of these components, employees can better align their efforts with organizational expectations, foster continuous growth, and contribute to a performance-driven culture. Regular use of the PMS ensures transparency, encourages accountability, and supports professional development across all levels of the organization.

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