Steps to Setup the Employee's Performance

In this section, you can set up the performance management system for employees, which includes indicators, appraisals, and goal tracking. Indicators are used to measure and evaluate employee performance based on predefined metrics or criteria. Appraisals provide a structured assessment of employee performance, typically conducted at regular intervals, to provide feedback and identify areas for improvement. Goal tracking allows employees to set and monitor their performance goals, ensuring alignment with organizational objectives. This setup enables effective performance management and facilitates the continuous improvement of employee performance within the organization.

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Indicator

In this section, you can create performance indicators for employees. Performance indicators are specific metrics or criteria used to measure and evaluate employee performance. By creating indicators, you can define the key areas or goals that employees will be assessed on. This allows for a structured and objective evaluation of employee performance, helping to track progress, identify areas for improvement, and align performance with organizational goals.

STEP 1: Click on "Create" Button

STEP 2: Create a New Performance Indicator

After clicking the create button, you can proceed to set up a performance indicator by following these steps:

1. Select the branch for which the performance indicator is applicable.
2. Select the department to which the indicator corresponds.
3. Choose the designation or position for which the indicator applies.
4. Indicate the stars or rating scale for the indicator, representing the performance level.
5. Click the create button to finalize the creation of the performance indicator.

These steps allow you to customize and define specific performance indicators for different branches, departments, and designations within your organization.

Appraisal

In this section, you can create performance appraisals for employees. Performance appraisals are structured evaluations conducted to assess an employee's job performance, skills, and accomplishments. To create a performance appraisal, you would typically define the evaluation criteria, such as key performance indicators and competency frameworks. You can also set the frequency and timing of the appraisals, such as annual or quarterly reviews. By creating performance appraisals, organizations can effectively measure and track employee performance, provide feedback, and support employee development and growth.

STEP 1: Click on "Create" Button

STEP 2: Create a New Performance Appraisal

After clicking the create button, you can proceed to set up a performance appraisal by following these steps:

1. Select the branch.
2. Select the employee for whom the appraisal is being conducted.
3. Choose the month for which the appraisal is being recorded.
4. Add any remarks or comments related to the employee's performance.
5. Click the create button to finalize the creation of the performance appraisal.

These steps allow organizations to effectively track and evaluate employee performance, providing valuable feedback and insights for performance improvement and development.

Goal Tracking

In this section, you can create goal tracking for employees. Goal tracking allows employees to set specific goals and monitor their progress towards achieving them. This feature helps align individual goals with organizational objectives and facilitates ongoing performance management. Employees can create goals, set milestones or targets, track their progress, and update the status of each goal. This ensures transparency, accountability, and continuous improvement in employee performance.

STEP 1: Click on "Create" Button

STEP 2: Create a New Goal Tracking

After clicking the create button, you can proceed to set up goal tracking by following these steps:

1. Select the branch for which the goal is being set.
2. Choose the goal type from predefined options or specify a custom goal type.
3. Set the start date and end date for the goal.
4. Enter a descriptive subject for the goal.
5. Define the target achievement or specific milestones for the goal.
6. Provide additional details or instructions in the description field.
7. Select the status of the goal from options like "Not Started," "In Progress," or "Completed."
8. Rate the goal on a scale of 1 to 5 to indicate its importance or priority.
9. Click the create button to finalize the goal tracking setup.

These steps enable you to effectively track and manage goals within the organization, aligning them with individual and company-wide objectives.