Performance Module
View learning aids that explain how to configure the Performance module and how to work with the appraisal and assessment , goal management, continuous feedback, and employee recognition processes.
Use the following links to navigate to the learning aids that you want to explore.
Learning Aid | Description | |
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General Performance Configuration |
Managers monitor the performance of their direct reports from the My Employees Performance screen. Here you can view and manage appraisals, career paths, development plans, and classes. |
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Managers learn about project roles, applying skills and competencies to those project roles, and creating dynamic project appraisal workflows. |
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Appraisal and Assessment Process |
Performance managers learn about screens and functions such as My Employees and Creating Appraisals. For additional instructions, find a collection of instructional videos on the Performance Module Learning Aid topic. |
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Administrators view and manage appraisals for all the employees in Talent Management on the Appraisal Administration screen. The screen indicates who has appraisals and who does not, and provides access to bulk actions such as launching appraisals, closing appraisals, and sending employees a letter. |
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An appraisal includes many parts and actions available depending on your role as well as the Performance Workflow configuration. |
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Administrators use workflows to automate several functions of the employee appraisal process. Creating a workflow involves a 11-step wizard that includes choosing content, the scale used, which phases are involved, and scheduling events. |
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Administrators launch appraisals for employees in bulk as well as individually. |
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Managers can be given the ability to create and launch appraisals for direct reports. An appraisal creation wizard allows the manager to create and launch appraisals for one or more employees at a time. |
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Employees and Managers enter appraisal scores. Scoring occurs during the Assessment and Review phases of an appraisal. |
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Administrators manage Competencies (Behaviors, traits or knowledge), and Competencies categories, which are used to help match candidates to positions, to provide a basis for appraisal ratings, and to help employees succeed in reaching career goals. |
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Administrators manage Skills (developed through training and experience) and Skills categories, which are used to match candidates to positions and provide a basis for appraisal ratings. |
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Managers approve and endorse skills and competencies that have been added to a direct report's Total Talent Profile. Approval and endorsement can be accessed via two different methods: My Employees page and the widget, New Skills and Competencies. |
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Administrators use 360 Workflows Templates to configure several sections for a 360 assessment. |
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Managers use 360 Assessments to allow direct reports to rate the performance of a fellow employee. They are also useful for obtaining feedback from external customers. |
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Administrators close appraisals for employees in an organization. Once appraisals are closed in bulk, the administrator can view the details of the closure. |
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Goal Management |
Goals in Appraisals |
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Administrators learn how to create a goal in the Goals Library and add it to an appraisal via a performance workflow. |
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Administrators learn how to bring an employee goal into an appraisal. |
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Managers learn how to add a goal to an appraisal. |
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Employee Goals |
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Employees and managers learn how to create employee goals via continuous employee goal management. |
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Performance employees learn about screens and functions such as My Appraisals, Employee Recognition and Continuous Feedback. For additional instructions, find a collection of instructional videos on the Performance Module Learning Aid topic. |
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Continuous Feedback |
Employees and Managers navigate to the Continuous Feedback feature, create and accept a meeting session, edit, delete, or add participants to a session, send messages in a session, sign-off and complete a session, and add the Continuous Feedback Widget to the Dashboard. |
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Employee Recognition |
Employees and Managers recognize peers, colleagues and direct reports for their accomplishments using Employee Recognition. |