Administer employee review meetings

The commands “Copy global contents”, “Copy calculation formula”, “Agree” and “Complete” can be executed with a multiple action in the Goals and Development sections too. The information displayed is reduced to the relevant content for each section.

Copy contents from employee review meeting catalogs

1. Search for and select employees
2. Select multiple action for “Copy contents from employee review meeting catalogs” or “Copy content from function profiles”
3. Click “Add” for the contents in question
4. Select period and decide whether existing agreements should also be taken into account when adding

Result: The selected contents (goals, competencies, etc.) are copied over for period X.

Assign calculation formula

1. Search for and select employees
2. Multiple action “Copy calculation formula”
3. Select calculation formula
4. Select period and decide whether existing agreements should also be taken into account when adding

Result: The selected calculation formula is copied over for period X.

Agree on contents

1. Search for and select employees
2. Multiple action “Agree on contents”
3. Select period.
4. Select section
   Here, you can select a subsection of the employee review meeting which is not included in the overall employee review meeting (see also Period settings) and agree on its contents. If you do not select a section here, then all active sections of the entire employee review meeting will be agreed upon.
5. Confirm. Result: Contents for this period are agreed upon.

Complete the assessment

1. Search for and select employees
2. Multiple action “Complete the assessment”
3. Select period.
4. Select section
   Here, you can select a subsection of the employee review meeting which is not included in the overall employee review meeting (see also Period settings) and mark its contents as completed. If you do not select a section here, then all active sections of the entire employee review meeting will be marked as completed.
5. Confirm. Result: All assessments in the period are marked as completed.