The evaluation criteria used to assess behavior are known as “behavioral criteria”. You can set up behavioral criteria on the “Employee review meeting” tab. By default, they are not activated as part of the content of the employee review meeting. Before you can create new behavioral criteria, you must activate them as content in the employee review meeting.
Activate behavioral criteria as content in the employee review meeting by default
Follow the steps below to include behavioral criteria as content in the employee review meeting by default for new employees:
- In umantis Employee Management, click on Settings > Main settings > Modules & Accesses
- In the section labeled Default setting for employee review meeting (ERM) contents, click on and activate behavioral criteria.
After saving, behavioral criteria are set up as content in the employee review meeting by default for all new employees.
Activate behavioral criteria as content in the employee review meeting for existing employees
To activate behavioral criteria for an existing employee:
- Click on Employees > Employee directory > select employee > Employee file tab > Settings tab > Settings for the employee review meeting section
- Click on and select "Yes" for behavioral criteria.
At this same location, you can also specify whether other subareas of the employee review meeting should be activated for this employee or not.
- Save your settings.
If you do not see the described settings, check in configuration mode to make sure that they have not been hidden from display.
After saving, behavioral criteria are set up as content in the employee review meeting for this employee.
Agree on behavioral criteria
To agree on behavioral criteria, first click on the year for which you want to agree on behavioral criteria. Click on “Create new behavioral criterion” to enter a new behavioral criterion for the selected employee.
Give the criterion a title (*required field) and select the appropriate category. Optionally, you can also enter a date. Next, fill in the description. You can also set up a reminder email to be sent to the employee (check the box). If you do not want this behavioral criterion to be visible to the employee, please check the box for “Not visible to employee”.
If you want to create additional criteria, check the box for “Create additional behavioral criterion”, then click “Save”. The criterion is then saved and a new, empty window appears. You can enter another criterion by following the same procedure as above.
If criteria remain the same, you can choose to copy criteria from other employees or from previous years by clicking on "Copy behavioral criterion from other employees or earlier periods”.
Once you have finished creating the criterion and are ready to lock in the criteria, go to the Actions section and select “Agree”.
Assess behavioral criteria
The “Assess behavioral criteria” link will take you to the view in which you can assess individual criteria on a scale.
See also: Average calculations from employee assessments and Overall assessment.
Examples of behavioral criteria
- Account Manager
- presentation technique
- communication skills
- network thinking
- Willingness to change
- works well under pressure
- set own priorities
- Motivation/Ability to perform