Planning periods
To access the overview of planning periods, look under Settings > Planning periods (or by using the URL extension: /Administration/Periods).
The planning periods are needed to ensure ongoing data collection in the Employee review meeting view. At least 2 periods should always be created in advance, and both a “Current period” and a “Following period” should be set up.
Please update these settings regularly after a period expires. Important wizards and various screens refer to precisely these settings. Calendar years or quarters are especially appropriate choices for period length.
Overview
Depending on the specified display, the tabular overview of all periods primarily includes information that has been specified in the settings for each period:
- Move period (action option – 6 different arrows to move one of the created periods up or down)
- Period name
- Contents for third-party assessment not separate
- Anonymous third-party assessment
- Minimum number of anonymous third-party assessments
- Average third-party assessment replaces manager assessment
- Third-party assessment – discarded result (non-anonymous) after
- Third-party assessment – discarded result (anonymous) after
- Third-party assessment – min. number to display average (non-anonymous)
- Third-party assessment – min. number to display average (anonymous)
- Components – overall assessment (ERM)
- Automatic assessment of subareas
- Automatic overall assessment
- Release for “Salary & bonus” round access level
- Period closed for Salary and Bonus
- Historized
- Delete period (action option)
Actions
- Change order of periods: To specify the order of entries in the selection fields, use the
and 
arrows to the left of the entries in the table.
- Modify current periods: Modify the current periods (assessment period/agreement period) by clicking “Modify” in the actions. Assessment period: 2013
- Set newly created period as current period:If you want to set the newly created period as a current period, click on the “Current period” header, select the period that was just created, and finish by saving.
- Historizing a period: If a period that is no longer current should no longer be available for selection in the Goals module, click on the period’s name in the table, check the box for “Completed”, and save the change.
If the newly created period does not appear, log out, then log back in. The data have been temporarily saved and are updated when you log in again.
- Delete period: Caution: The period will be permanently deleted and will no longer be available in the database. All content from employee review meetings (or other periodic contents) for this period will then be deleted.
Period settings
Various control settings can be set for each period. The detailed settings are described at greater length on the Period settings page.
Recommended procedure in a salary and bonus round
- Construct formulas that take the normalization option into account, e.g. using <BudgetGroupBonusNormFactor> and <BudgetGroupPayRaiseNormFactor>, and assign these formulas to the employees.
- Go through the salary and bonus round with ALL employees in a budget group, either automatically or manually.
- Activate the “Budget normalization” option.
- Go through the salary and bonus round again and make any manual changes you deem necessary.
Period indicators
In addition, certain indicators can be entered that can be used in formulas (calculation formulas) for the overall assessment and for salary & bonus.
Examples of period indicators:
- EBIT
- Revenue
- Planned total salaries
- Planned salary increase in %
- Budgets
- and much more