(OPTIONAL MODULE)
Provides a mechanism to track and measure the performance of employees.
The evaluation screen permits users to define evaluation criteria and score the employee performance as well as establish employee performance goals and track how an employee is performing.
Performance Grid
The top grid records an employee performance evaluation.
Date: Date of Evaluation.
Description: Description of evaluation type (Example: Annual Evaluation or Training Evaluation )
Average Score: Calculated Field based on the Categories the employee was evaluated upon.
Total Score: The total score for all categories evaluated.
Number of Items reviewed: The number of categories this evaluation considered.
Created By and Created date of the evaluation.
Reviewed Items Grid (New/Edit/View button):
This grid permits users to list the items the employee was reviewed upon and record their assessment. The Categories are entered in the System setting section.
Category: A drop down field listing the categories that can be reviewed.
Score: the evaluation score ( typically it is a value between 1-10 or 1-100)
Reviewer: The person assigning this score
Comments: The reason for the score.
Goals Grid:
This grid records the steps the employer and employee have agreed to undertake to address a situation. The goal is clearly explained with the method of measuring success or failure to meet the goal.
Date Set: the date the goal has been agreed to by both parties.
Type : The type of goal: (Example: Customer Relationship (improve interaction with the customers))
Date Achieved: The date when the goal was achieved.
Goal: The clear description of the goal and how it will be achieved with the criteria for evaluation.
