Prepare employee review meetings via multiple actions

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To prepare a new phase of employee review meetings, HR or the manager can execute various actions over any group of employees. For instance, different skills catalogs or calculation formulas can be assigned to corresponding groups of employees.

Multiple actions

Copy contents from employee review meeting catalog

Process for “Copy contents from employee review meeting catalog”:

  1. Search for and select employees
  2. Multiple action “Copy contents from employee review meeting catalog”
  3. Click on “Update” 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 in the language specified for the employee. If you have not created any entries in the language specified for a given employee, the entries will automatically be copied over in the default language for your Umantis solution. Entries are counted as having been “created” in a language if at least one of the 3 fields (Title, Description or Criteria) has been filled out in that language. If only user-defined fields have been filled out, for example, then this language is considered as “not created” and cannot be copied.

Note: Please note that the mandatory field "Title" should not be hidden (via Configuration mode) for sub-areas of employee review meeting (= goals, tasks, competencies, development goals, behavioral criteria, feedback). It is a mandatory field that must be shown and filled in so that linked actions remain functional (e.g. copying sub-areas).

Copy contents from previous period

This combined (multiple) action allows you to copy over contents from the previous period

  1. Search for and select employees
  2. Multiple action: “Copy contents from previous period”
...note the following comments and configuration options.

Are you sure you want to copy the contents from the previous period to the employee review meetings for the selected period for the jobs selected earlier? Existing contents will be kept; the contents from the previous period will simply be added to them.

  • Period*:
The previous period is calculated relative to the period selected here.
  • Select section:
    • Goals
    • Tasks
    • Competencies
    • Development goals
    • Behavioral criteria
    • Feedback
Select the sections that should be copied over. If you do not select a section, then all active sections of the entire employee review meeting will be copied.
  • Force addition
If you check this box, existing agreements will be reopened and the contents will be added.
  • Suppress email notification
If existing notifications need to be reopened, then no notifications will be sent to the participants in the employee review meeting.
  • Delete other contents
If you check this box, then all existing contents from the given section will be deleted.

Note that contents can only be copied from the previous period once, in order to avoid duplications and overwriting of contents.

Assign calculation formula

Process for “Copy 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

Process for “Agree”:

  1. Search for and select employees
  2. Multiple action “Agree on contents”
  3. Select and confirm period. Result: Contents for this period are agreed upon.
  4. Select section
Here, you can select a section 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.

Automatically “pre-select” subareas
If you use wizards, you can configure them so that the desired (sub)areas in the employee review meeting are automatically selected. To do this, use the DefaultAggregatorValue parameter and integrate it into the wizards. In the following example, after selecting the multiple action “Agree on contents,” the areas Goals, Tasks and Competencies would be selected/checked:

  • /Employment/Current?DefaultAggregatorValue=Aggregator_Obj|Aggregator_Tasks|Aggregator_Skills
The list below shows the parameters for each subarea:
  • Goals: Aggregator_Obj
  • Tasks: Aggregator_Tasks
  • Competencies: Aggregator_Skills
  • Development goals: Aggregator_DevObj
  • Behavioral criteria: Aggregator_Behav
  • Feedback: Aggregator_Feedb

Complete the assessment

Process for “Complete”:

  1. Search for and select employees
  2. Multiple action “Complete the assessment”
  3. Select and confirm period

Result: All assessments in the period are marked as completed.

Calculate bonus and salary

Process for “Salary and bonus”:

  1. Search for and select employees in Employee directory - Salary and bonus XY
  2. Use multiple action “Use pre-calculated values for bonus & salary increase”.
  3. Then select more people and use the multiple action “Edit bonus and salary in a table (max. 50)”
  4. Make corrections by hand with the help of the budget diagram.

Result: Salary increase and bonus proposals are calculated for all employees. Preparation: Formulas must be created and assigned. (more information on Salary & Bonus)

More multiple actions

This action can be very useful for HR experts when structures or settings for certain parts of the organization change, for example. There is no need to create a new import file with the desired changes for all the people concerned, since structured data for function profiles or module access rights can be changed here for multiple people at the same. HR experts can use this action to add new sections of the employee review meeting or remove obsolete ones, for example. It is also possible here to assign or remove organizational units to or from a group of people.
  • Create print preview (ZIP archive)
  • Create print preview as employee document
  • Create PDF as employee document
  • Show selection in diagram 1 (max. 4000)
  • Show selection in diagram 2 (max. 4000)
  • Add to existing survey
  • Add to new survey
  • Assign to an event
  • Assign new members to a network group
  • Remove network group memberships
  • Mark as key position
  • Remove key position marking
  • Export employee positions to Excel (max. 2,000)
  • Export employee positions as XML
  • Historize position(s)
  • Reactivate position(s)
  • Delete position(s)

Related topics

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