Performance Evaluation 360 Degree - Admin

Create Rating Method

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Rating Method’

2. Click ‘New ‘ to enter a new rating method

3. Enter relevant details 4. Save data

4

3

1

3

2

It’s mandatory to specify a rating method.

Create Rating Items for the Rating Method

1. After saving rating method click ‘View/Edit Rating Method

Items’ link

2. Select the

grading method

3. Enter the

number of rating

items are in the rating

method

4. Click on ‘Generate

Rating Method Items’

5. Click ‘Edit’ to edit the

item

6. Enter data

7. Save edited details

8. Save changes made to all rating

items

17

6

6

5

43

2

8

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Proficiency level’

2. Click ‘New‘ to enter a new proficiency level

3. Enter proficiency level name name 4. Save the data

4

2

3

1

Define Proficiency Level

By default proficiency level 1- 6 is defined in the system at the time of setup.

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Competency Group’

2. Click ‘New ‘ to enter a competency

group

3. Enter competency group details

4. Save data

Create Competency Group

1

4

2

3

3

In instances where more than 1 appraisal method is used (e.g. 180 and 360), multiple competency groups can be created. This is a mandatory step.

Create Competency Area

1

2

3

3

3

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Competency Area’

2. Click ‘New ‘ to enter a new

competency area

3. Enter competency area details 4. Save data

4

This is another level of categorization below Competency Group. This is a mandatory step.

Create Competency

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Competency’

2. Click ‘New ‘ to enter a new

competency

3. Enter competency

details4. Save data

3

1

42

3

3

3

This is a mandatory step.

Create Competency cont…

1. After saving the competency click

‘View/Edit Proficiency Level’ link

2. Click ‘Edit’ to edit data 3. Enter data 4. Save edited

details 5. Save data

3

21

3

4

5

This is not a mandatory step required to complete and use the competency created in slide 8.

3 3

1. Go to ‘Performance Evaluation’ >>

‘Administration’ >> ‘Competency Collection’

2. Click ‘New ‘ to enter a new competency

collection

3. Enter competency collection details 4. Save the data

1

42

3

3

Create Competency Collection

In instances where more than 1 appraisal method is used (e.g. 180 and 360), multiple competency collections can be created. This is a mandatory step.

1. Go to ‘Rater Group’

2. Enter rater group name

3. Enter rater group

description4. Save data

4

3

2

1

Rater Group

Define Questionnaire

1. Go to ‘Define Questionnaire

2. Click ‘New ‘ to

enter a new question

3. Select the competency area in the ‘Section’

drop down

4. Select the competency name in the

‘Section Item’ drop

down

5. Enter ‘Self’

question

6. Enter ‘Other’

question

7. Select rating

method from drop

down

8. Save data

1

8

7

6

5

4

3

2

Evaluation Information1. Enter evaluation nam

e

2. Enter evaluation descriptio

n

3. Set the

evaluation year

4. Set the

start date and end date

5. Selec

t ratin

g from ‘Over

all Ratin

g’ drop dow

n

6. Select the evaluation meth

od from drop dow

n

7. Select the evaluation stages and generate

8. Give

a weig

ht and end date

9. Selec

t four ‘Rate

r Grou

p’

10. Set

no of participan

ts and weig

ht

11. Click on the ‘On

Going’

box to

make the

evaluation live

12. Save data

1

23

4 5

67

78

910

11

12

Create Evaluation1.

Select 360

evaluation

2. Select evaluation & Competency Collect

ion from drop down

3. Click on

‘Assign Competenci

es’

4. Set the

competency area

weight

5. Select

the competencies and

set competency

weight

6. Select designations

and add

them

7. Save data

1

2

45

6

7

1. Go to ‘Build MRA Questione

r’

2. Select Evaluation and Cluster from drop

down

3. Select the

questions

4. Save data

Build MRA Questionnaire

1

2

3

4