User Manual

Transcription

User Manual

PERFORMANCE MANAGEMENT SYSTEM (PMS)
User Manual
APPRAISER VERSION KUMPULAN IKRAM SDN BHD 2010 PMS ver 2 - User Manual (Assessment Module) for Appraiser
User Manual (Assessment Module) for Appraiser Performance Management System (P.M.S) Kumpulan IKRAM Sdn Bhd Login screen
User required to change their password during first time login.
Kumpulan IKRAM Sdn Bhd
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PMS ver 2 - User Manual (Assessment Module) for Appraiser
CONTENTS
USER MANUAL (ASSESSMENT MODULE) FOR APPRAISER ........................................................................ 2 PERFORMANCE MANAGEMENT SYSTEM (P.M.S) .................................................................................................. 2 KUMPULAN IKRAM SDN BHD .......................................................................................................................... 2 1. HOME ............................................................................................................................................. 4 2. MY ASSESSMENT ............................................................................................................................ 5 2.1 PLANNING ............................................................................................................................................ 5 2.1.1 My KPI Weightage ........................................................................................................................ 5 2.2 MID YEAR REVIEW ............................................................................................................................ 6 2.2.1 My Area Need Improvement ........................................................................................................ 6 2.3 YEAR END REVIEW ............................................................................................................................ 6 2.3.1 My KPI Assessment ...................................................................................................................... 6 2.3.2 My Area Need Improvement ........................................................................................................ 9 2.3.3 My Core Values .......................................................................................................................... 10 2.3.4 My Overall Performance ............................................................................................................ 12 2.3.5 Final Remarks ............................................................................................................................. 13 3. MY REPORTS ................................................................................................................................. 14 4. APPRAISE MY STAFF...................................................................................................................... 15 4.1 SELECT STAFF ..................................................................................................................................... 15 4.2 PLANNING PHASE ............................................................................................................................... 16 4.2.1 KPI Weightage ............................................................................................................................ 16 4.2.2 Area Need Improvement ............................................................................................................ 17 4.3 MID YEAR REVIEW .............................................................................................................................. 17 4.3.1 Area Need Improvement ............................................................................................................ 17 4.4 YEAR END REVIEW .............................................................................................................................. 18 4.4.1 KPI Assessment Staff .................................................................................................................. 18 4.4.2 Area Need Improvement ............................................................................................................ 20 4.4.3 Core Values ................................................................................................................................ 21 4.4.4 Overall Performance .................................................................................................................. 23 4.4.5 Training and Development ......................................................................................................... 24 4.4.6 Final Remarks ............................................................................................................................. 25 5. CHANGE PASSWORD ..................................................................................................................... 26 6. REPORTS ....................................................................................................................................... 26 6.1 SELECT REPORTS ................................................................................................................................ 26 6.2 SELECT STAFF/DEPARTMENT/COMPANY ........................................................................................... 27 Kumpulan IKRAM Sdn Bhd
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1. HOME User (appraiser) home page.
Home page contains listing for appraisee assessment status which is group by user (appraiser).
At the bottom of home page contains listing for user (personal) assessment status.
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2. MY ASSESSMENT Personal details will appear on the page. My Assessment is design for user to do assessment
personally.
2.1 PLANNING 2.1.1 My KPI Weightage During planning phase, user needs to complete the KPI Weightage. Total weightage must equal
to 100.
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2.2
MID YEAR REVIEW 2.2.1 My Area Need Improvement This is read only section. It will be complete by respective appraiser. User can only print the
report.
2.3
YEAR END REVIEW 2.3.1 My KPI Assessment During year end review, appraiser can complete their personal KPI Assessment.
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My KPI Assessment is purposely for personal assessment. (If agree by respective
appraiser/reviewer)
If user KPI weightage is not complete, system will prompt at user interface with message “KPI
Weightage is not complete. Please continue here”. Click on the link and system will divert user
interface to KPI weightage screen and let user to complete the weightage.
Assessment Summary shows all KPI Main weightage and the score at the top of the section.
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Step-by-step to do KPI assessment:
1. Select KPI Main
2. Selected KPI Main will load all sub KPI description with the sub weightage value.
3. User only required to fill up value in the green section. (Refer Rating Score Scale).
4. Click “Click here for Rating Score scale” to get to know the ranking of each target met.
5. System is automatically calculate the user ranking and it score. Repeat the same step for
other KPI Main until complete. See Total KPI Score at Assessment Summary.
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2.3.2 My Area Need Improvement My Area Need Improvement is design only for appraiser or reviewer to write their comment. For
user, it is available as read only page.
This is read only page and user is allowed to print the records.
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2.3.3 My Core Values My Core Values is design only for appraiser or reviewer to do assessment and write their
comments. For user, it is available as read only page.
There are 5 levels to measure the core values. Refer to the list above.
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Fill up demonstrated column to evaluate the core values score.
Above is a summary of overall core values score.
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2.3.4 My Overall Performance Overall performance is summarize of all assessment in the system. Additional Contribution is
available for appraise/appraiser/reviewer to fill up their comments.
Overall performance rating is categories in 5 scales which will be automatically rate by the system.
See the yellow indicator to know your overall performance rating.
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2.3.5 Final Remarks My Final Remarks is available for user to give any comments for their personal assessment.
User can only write their comment in Appraisee’s Remarks on Overall Assessment section.
Other section is read only and available for respective appraiser or reviewer to write their
comments.
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3. MY REPORTS User can generate all personal report for their current assessment here.
Select report type and click Preview button.
Choose to open with Adobe Acrobat or Save File to local directory.
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4. APPRAISE MY STAFF Appraise My Staff is design for user to appraise their subordinate. It’s only available for user who
has register as an appraiser.
4.1 SELECT STAFF Select year of assessment.
Search the staff ID.
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The selected staff details to be appraise will be load on the screen.
4.2 PLANNING PHASE 4.2.1 KPI Weightage While the staff details still on the screen, complete the KPI weightage.
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4.2.2 Area Need Improvement Complete the staff Area Need Improvement section during planning phase.
4.3 MID YEAR REVIEW 4.3.1 Area Need Improvement Complete the area need improvement during mid year review.
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4.4 YEAR END REVIEW 4.4.1 KPI Assessment Staff During year end review, complete the staff KPI assessment. Make sure the correct staff detail is
load on the screen.
See the assessment summary to know the weightage and assessment, whereby it is complete or
not.
Assessment summary above shows the weightage that is complete 100 and then user can
proceed to do KPI assessment.
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Fill in the actual performance value at the green area.
Click the Rating Score Scale to get to know the ranking and classification.
System will automatically calculate the result.
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Once user proceeds to save the records, system will show the result in Assessment Summary.
4.4.2 Area Need Improvement Make sure the selected staff appear on the screen, and complete the area need improvement.
Click add row to add another row. To delete, check on the selected box and click delete.
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4.4.3 Core Values Make sure selected staff is load on the screen. Fill in the core values score on the Demonstrated
section.
The above table shows the rating score to evaluate core values.
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Above is an example to rate the core values score.
Overall core values score is automatically summarize as the table above.
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4.4.4 Overall Performance Ensure the appraisee details is load on the screen. System is automatically rate the overall
performance with 5 level of scale.
Above show the appraisee overall performance rating scale. System will highlight with yellow
color. See the picture above.
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4.4.5 Training and Development Fill up appraisee training and development information here. Make sure the correct appraisee
was selected.
Click add row to add another row or records. To delete the row, check on the check box of
selected item and click delete.
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4.4.6 Final Remarks Make sure the appraisee details is load on the screen, and key in the final remarks in the
respective section.
User (appraiser) is only permitted to key-in their comments at “Appraiser’s Remarks on Overall
Assessment” section only.
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5. CHANGE PASSWORD Appraisee can change their password here.
6. REPORTS This features is available for user to generate report for their respective appraisee and
department.
6.1 SELECT REPORTS Select year record.
Select phase or checklist.
Select report type.
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6.2 SELECT STAFF/DEPARTMENT/COMPANY Click Search button to search Staff ID. Select the details (company / department) accordingly.
Click generate report button to get the report. Choose Open with or Safe File option before
proceed to get the report.
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