Set Assessment Content
Path: Performance > List > +Add New Performance Appraisal
Operations:
- Set assessment questions, weights, and relationships:
- Enter employer information, set assessment name, performance code, and assessment total score (assessment total score is 100 points).
- Click Add to set up assessment indicators. The assessment type can be set to scoring, text, or a combination of (scoring + text) for evaluation. Assessment questions are used to measure and evaluate individual or team performance qualitatively or quantitatively. The total weight of assessment questions cannot exceed 100%.
- Assessment Relationship Settings:
- Select Employee self-assessment → Supervisor rating → Employee can view assessment content.
Performance Assessment Group Settings
Path: Performance > Performance Group > +Add
Operations:
- Fill in the relevant information according to the steps.
- Select the form to be assessed based on the previously set performance assessment questions to create a performance group.
Assessor Settings and Performance Release
Path: Performance > Configuration
Operations:
- Add or delete assessors: Add or delete assessors based on actual circumstances.
- Performance Release:
- After setting up all assessment content, you can proceed with performance release.
- After performance release, employees and supervisors complete ratings via the employee self-service portal [ESS].
- Before performance release, ensure that employees have been assigned to a performance group.
Performance Record
Path: Performance > Record
Operations:
- View assessment progress and scores.