Performance Measurement System

Transcription

1 Perfrmance Measurement System User Manual Versin P a g e

2 Versin N Created By Created On Verified By Verified On Descriptin Draft Mr. Kalpesh Patel 22/04/ Mr. Kalpesh Patel 23/04/ P a g e

3 Index 1. Purpse Track Gal Alignment... 5 a. Lgin int Prtal... 5 b. Track gal alignment Change Reprting Hierarchy Gal / PMS Status a) Gal b) PMS HOD summary SBU Head Summary SBU Wise Percentage Management summary Fill KRA/Self Assessment Emplyee PMS Details Reverse Final Summary Remve Emplyee HOD Level Zer summary Technical Assistance P a g e

4 1. Purpse This Applicatin is part f HR Department s prcess t acquire emplyee s gal alignment and self assessment data t prcess PMS (Perfrmance measurement system). System has functinality t define gals which later gets apprved by Supervisr and HOD respectively. Based n defined / apprved gals, user will prvide input fr achievement against each gal. User als needs t define their training needs, behaviral assessment and snapsht while filling achievement. Defined achievement will ges fr apprval f respective Supervisr and HOD. Bases n given rating and grades, HOD and SBU Head will submit final summary t HR t clse PMS prcess. 4 P a g e

5 2. Track Gal Alignment a. Lgin int Prtal Open fllwing link in web brwser. Internal Link (On lcatin Cadila Netwrk): External Link (utside Cadila Netwrk) : Enter Emplyee id and Passwrd t lgin int prtal. On successful lgin, system will redirect t Hme page. 5 P a g e

6 b. Track gal alignment Click n Reprts Track Gal Alignment frm Menu. Nte: System shws menu based n given authenticatin. Cntact Crprate HR authrity fr further clarificatin. Enter PMS Year and Select Cmpany. 6 P a g e

7 Click n t shw gal alignment tracking sheet Reprt Descriptin. 1. Return. 2. Ttal Emplyees strength in department. 3. Eligible emplyee strength. 4. Eligible Level zer emplyee strength. 5. Emplyee cunt fr Emplyee s Gal alignment Initiated/cmpleted in department. 6. Percentage f Gal alignment remaining. 7. Emplyee cunt fr Emplyee s Self Assessment Initiated/cmpleted in department. 8. Percentage f Self Assessment remaining. 9. Ttal Emplyee strength fr selected cmpany. 10. Emplyee cunt fr Emplyee s Gal alignment initiated/cmpleted fr selected cmpany. 11. Emplyee cunt fr Emplyee s Self Assessment initiated/cmpleted fr selected cmpany. 7 P a g e

8 Click n Gal Filled cunt t pen department specific Gal alignment status. Status 1. Nt Prepared: Gal alignment nt initiated by emplyee. 2. Nt Submitted: Gal alignment initiated, nt submitted fr Supervisr / HOD Review. 3. Nt Apprved: Gal alignment pending with Supervisr r HOD. 4. Prepared: Gal alignment apprved. Click n t pen KRA/Gal alignment in read-nly frm. Click n PMS Filled cunt t pen department specific Self Assessment status. Status are same as fr Gal alignment. Click n t pen Self assessment in read-nly frm. T track Cmpany specific emplyee status, click n Ttal Gal Filled and Ttal PMS Filled respectively. 8 P a g e

9 3. Change Reprting Hierarchy Mdify emplyee s current reprting hierarchy. Click n Reprts Change Reprting Hierarchy frm Menu. Nte: System will reset Gals/KRA and Self Assessment, if reprting hierarchy changed fr any emplyee. Once changed, there is n ptin t reset it. Enter apprpriate value against each field and Save. On successful change, system prmpt success message. 9 P a g e

10 4. Gal / PMS Status Click n Reprts Gal / PMS Status frm menu. Select PMS Year and Reprt type. Click n t generate reprt. a) Gal. Heading. i. Ttal Emplyee: Ttal Emplyee strength in Department. ii. Eligible: Ttal eligible Emplyee fr selected PMS Year. iii. Prepared & Submitted: Ttal emplyees whse KRA/Gal alignment prepared and Submitted fr Supervisr/HOD review and apprval. iv. Prepared & Nt Submitted: Ttal emplyees whse KRA/Gal alignment prepared but nt submitted fr supervisr/hod review and apprval. v. Nt Prepared: Ttal emplyees whse KRA/Gal alignment nt prepared. vi. Apprved By Superir: Ttal emplyees whse KRA/Gal alignment apprved by Supervisr. 10 P a g e

11 vii. Nt Apprved By Superir: Ttal emplyees whse KRA/Gal alignment nt apprved by supervisr. b) PMS. Heading. i. Ttal Emplyee: Ttal Emplyee strength in Department. ii. Eligible: Ttal eligible Emplyee fr selected PMS Year. iii. Eligible Level 1 & Abve: Ttal eligible emplyees f level 1 and abve. iv. Level Zer Eligible: Ttal eligible emplyees f Level zer. v. Supervisr Cmpleted: Ttal emplyees whse Self Assessment review and apprved by supervisr. vi. HOD Cmpleted: Ttal emplyees whse Self Assessment review and apprved by HOD. vii. HOD Summary Cmpleted: Ttal emplyees whse HOD Summary submitted t SBU Head. viii. Level Zer Cmpleted By HOD: Ttal emplyee whse Level Zer Summary submitted t SBU Head. ix. SBU Head Cmpleted: Ttal emplyees whse SBU Head summary submitted by SBU Head. 11 P a g e

12 5. HOD summary Used t submit HOD Summary n behalf f HOD. Click n Reprts HOD Summary. System will shws list f HOD. Select PMS Year and click n HOD name. 12 P a g e

13 System will pen new windw fr HOD Summary. If HOD Summary nt initiated, System will autmatically retrieve HOD Rating as Supervisr suggested rating. Enter grade against each emplyee, nte; System allws user t enter nly E, A, B, C and D. Suggest Prmtin and Market Crrectin as applicable. Click n t update HOD Summary; System will nt frward HOD Summary t SUB Head. System will als update Bell curve parameter n each save. Click n t view bell curve based n updated HOD grade. 13 P a g e

14 Click n t submit and apprve HOD Summary and frward it t SBU Head fr review and apprval. Nte: Once frwarded, Mdificatin nt allwed. System will nt track, which HR persn had submitted HOD Summary. Click n t Exprt HOD summary in Excel file. T view Department wise rating, Select Departments frm department list and click n 14 P a g e

15 6. SBU Head Summary Used t submit SBU Head Summary n behalf f SBU Head. Click n Reprts SBU Head Summary. System will shws list f SBU Heads. Select PMS Year and click n SBU Head name. 15 P a g e

16 System will pen new windw fr SBU Head Summary. If SBU Head Summary nt initiated, System will autmatically retrieve SBU Head Rating as HOD suggested rating. Enter grade against each emplyee, nte; System allws user t enter nly E, A, B, C and D. Suggest Prmtin and Market Crrectin as applicable. Click n t update SBU Head Summary; System will nt frward SBU Head Summary. System will als update Bell curve parameter n each save. Click n t view bell curve based n updated SBU Head grade. 16 P a g e

17 Click n t submit and apprve SBU Head Summary. Nte: Once submitted, Mdificatin nt allwed. System will nt track, which HR persn had submitted HOD Summary. Click n t Exprt SBU Head summary in Excel file. T view Department wise rating, Select Departments frm department list and click n 17 P a g e

18 7. SBU Wise Percentage Used t define SBU wise Increment percentage. Click n Reprts SBU Wise Percentage. System will shws list f SBU Heads. Select PMS Year and click n SBU Head name. 18 P a g e

19 Enter Percentage Increment (In number nly) Based n Value system will calculate, Prbable ttal Increment and New CTC. Click n and save. System will update increment percentage fr each emplyees based n their final grade. 19 P a g e

20 8. Management summary Used t finalize Increment prcess. Click n Reprts Management Summary. System will shws list f SBU Heads. Select PMS Year and click n SBU Head name. 20 P a g e

21 System will pen new windw fr Management Summary. If SBU wise Percentage nt defined, System will nt allw pening management summary. System will autmatically retrieve SBU Head Rating as Management. Enter grade against each emplyee, nte; System allws user t enter nly E, A, B, C and D. Suggest Prmtin and Market Crrectin as applicable. Based n given value, system will calculate Prrate Based Increment, Prmtin Increment, Ttal Increment and New CTC. HR Needs t prvide emplyee wise Cmmitment increment in excel file t IT. 21 P a g e

22 Click n t update Management Summary; System will nt frward Management Summary. System will als update Bell curve parameter n each save. Click n t view bell curve based n updated Management grade. Click n t submit and apprve Management Summary. Nte: Once submitted. System will nt track, which HR persn had submitted Management Summary. Click n t Exprt Management summary in Excel file. T view Department wise rating, Select Departments frm department list and click n 22 P a g e

23 9. Fill KRA/Self Assessment HR persn can submit KRA/Gal and Self Assessment n behalf f emplyee. Click n Reprts Gal / PMS Status frm menu. Select type (Gal Gal alignment, Self Assessment Self Assessment) and emplyee id. Click n. Gal: pen gal alignment screen. Self Assessment: pen self assessment screen. Fr clarificatin in KRA/Gal Alignment and Self Assessment, refer Emplyee user Manual - PMS. Nte: System will nt track, which HR persn had submitted KRA/Gal and self assessment. 23 P a g e

24 10. Emplyee PMS Details Generate PMS detailed reprt. Click n Reprts Emplyee PMS Details frm menu. Select PMS year and click n t dwnlad reprt dump in excel frmat. 24 P a g e

25 11. Reverse Final Summary Reverse HOD and SBU Head summary. Click n Reprts Reverse Final Summary frm menu. Enter apprpriate value and click n t reverse summary. Nte: System will update nly status [System will nt reverse Grade, Market Crrectin and prmtin mdificatin]. System allws reversal f summary fr current PMS year nly. 25 P a g e

26 12. Remve Emplyee Remve emplyee frm eligible emplyee list. Click n Reprts Remve Emplyee frm menu. Enter emplyee n and click n. Nte: Applicable fr Current PMS Year nly. 26 P a g e

27 13. HOD Level Zer summary Click n Reprts HOD Level Zer Summary. System shw list f HOD. 27 P a g e

28 Select PMS Year and click n HOD Name. Enter grade against each emplyee, nte; System allws user t enter nly E, A, B, C and D. Suggest Prmtin and Market Crrectin as applicable. Click n t partially save Level Zer Summary, system will nt send it t SBU Head review and Apprval. Click n t submit and apprve Level Zer Summary fr SBU Head review and apprval. Nte: Once frward, Mdificatin nt allwed nce frwarded t SBU Head. Nte: System will nt track, which HR persn had submitted KRA/Gal and self assessment. 28 P a g e

29 14. Technical Assistance Fr any Technical need, please lg a call in IMS, under PMS Service line. 29 P a g e