Updated in October - 2024 | Subscribe to watch greytHR how-to video
The Performance Management System (PMS) module streamlines performance evaluations with a structured, user-friendly system. It simplifies goal completion, performance reviews, and continuous feedback. This alignment ensures individual performance meets organizational objectives.
The PMS module includes the Review feature, which enables you as a manager to engage in the assessment of team members for their personal development.
The Review page in the greytHR ESS portal allows you to conduct detailed performance evaluations, assessing your team members against predefined categories. You can also provide ratings and comments on strengths and areas for improvement. The page also provides an option to view the timeline of the assessment activities. Each assessment card displays information such as Assessment For, Pending with, Start On, Due Date, and Assessment Status. The card also displays the assessment status Active/Completed.
You can view the following tabs on the Reviews page:
My Reviews: This tab displays the reviews that are completed by you.
Team Reviews: This tab allows you to review your team membersβ assessments.
Control Panel: This tab allows you to control the assessment activities.
To start the assessment, perform the following actions:
From the greytHR ESS portal navigate to Performance > Reviews. The Reviews page opens.
Under the Team Reviews tab, from the Select Employee dropdown list, select the employee for whom you want to start the assessment.
Note: You can also start the assessment by navigating to the Control Panel tab. From the dropdown available on the top right side of the page, select the required review cycle to start the assessment.
Select the required assessment card and click Start Assessment. The Assessment Guidelines pop-up opens.
Note: The View Timeline button provides a view of the status and progress of the assessment.
Read the guidelines and click Next to start the assessment. The My Assessment page opens.
Note: You can revisit the guidelines by clicking the View Guidelines button available on the right side of the assessment form.
Rate the assessment by adding a rating or comment as per the configuration.
Note:
You can view the ratings and comments given by your team members.
You can also view the status of the overall rating of the categories at the top right side of the assessment form.
Click Save and Next. The Rating Summary form appears to evaluate the ratings.
Note: You can click β available on each category if you want to edit your ratings.
Click Submit. The Submit Assessment pop-up appears.
Click Confirm. A success message appears.
Note:
The Pending with status on the assessment card displays the details of the next level of the assessor.
The Assessment Status remains Continue Assessment until the assessment is fully done.
You can click the View Summary button available on the assessment card to view the summary of your and your team members' ratings.
You cannot edit the submitted ratings.
In the goals category, only the performance goal plans are included in the review cycle.
You can view the details of your goals such as Progress, Weightage, and Milestones on the right side of the Reviews page under your Goal ID.
You can also click the link icon next to your goal ID to get a detailed view of the goal.
Other related links:
Leverage performance reviews for self-assessment and feedback
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