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Employee review meeting catalogs

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You create contents for employee review meeting catalogs (ERM catalogs) in order to store important content that frequently recurs for a specific type, all in a single place. Later on, each new agreement on goals, job tasks, competencies, development goals, behavioral criteria and feedback questions can retrieve this content. The employee review meeting catalogs are found on the Company tab.

You can then link employee review meeting catalogs to function profiles as well, thus simplifying the evaluation process.

Assigning employee review meeting catalogs

It can often be very useful to link employee review meeting catalogs to function profiles in order to generate an assessment grid for the review meetings. Employee review meeting catalogs that are linked with function profiles can then be supplemented with target values specific to each function profile. You have two options for assigning employee review meeting catalogs:

  • Copy employee review meeting catalogs directly to employee for assessment: You can find this copy function as a multiple action in the employee overview, and as a single action in the employee review meeting for each individual employee. However, catalogs must be reassigned for every new assessment period; depending on the complexity, this may involve a certain degree of effort, and therefore a risk of errors as well.
  • Assignment via function profiles: You can also assign the employee review meeting catalogs directly under the function profiles using the appropriate function profile request.

Info.gif Employee review meeting catalogs can be completed in multiple languages. If you use the catalogs for the employee in their ERM, however, they will only be copied over in the employee’s language. If the employee’s language has not been defined, then the default language specified in the settings for the solution as a whole will be used.

Info.gif In order to be able to edit the contents of a given function profile, the catalog status must be set to “Processing”.

Info.gif If the list contains target values, they should be displayed in the assessment screens of the employee review meeting (see Configuration mode).

Copy employee review meeting catalog

Since the contents of employee review meeting catalogs often differ in just a few but important points, it is possible to copy an entire catalog with all its contents and then make the desired changes to the copy — for example, the copied employee review meeting catalog can simply be divided into two or more catalogs using this technique. With this approach, there is no need to create a new employee review meeting catalog that differs in only a few points from an existing one by copying and pasting the individual content items.

Info.gif This action is only available for the HR expert and Administrator user roles.

Define target values for competencies

Target values are a useful way to define guidelines for function profiles, which employees in those profiles should try to meet as effectively as possible.

A relative assessment in the ERM with selection values like “achieved” or “exceeded” is especially useful for specifying requirements in function profiles, or for comparing target values to a given employee’s results or to the employee review meeting catalog. The scale for assessing the target values can either be a relative scale (“achieved”, “exceeded”, etc.) or an absolute scale (points, letter grades, etc.). This assessment also requires a legend in which the scale (e.g. grades, points, etc.) is explained.

  • Relative assessment example:

Competency: “Communication”, target value/description: “Confident manner when presenting to department and committees, clear presentation style, open and honest manner”, assessment: “achieved”

  • Absolute assessment example:

Competency: “Communication”, target value: “3”, assessment: “5”

Info.gif If your company uses particularly extensive competency catalogs in which not all entries in each function profile are relevant, you can enter a target value to ensure that only the relevant values are copied to the employee review meeting for use in the actual assessment. To do this, click on “Set target values” in a function profile, then check the box for “Only assess entries with target values” in the settings. If you now copy content to the employee review meeting, any contents without a target value will be ignored.

Include ERM catalog contents in ERM

In preparation for an employee review meeting, you can copy all the employee review meeting contents that are linked in function profiles to the relevant agreement period. They can then be customized if needed, and agreed upon later with the employee. One advantage of copying the contents is that even in catalogs that change over the years, the contents that were assessed at the time are always retained in the original, as well as the target values.

Proceed as follows:

  • Select specific employees in the employee directory
  • Perform multiple action: “Copy contents from function profiles” and/or
  • multiple action: “Copy contents from employee review meeting catalog”

Info.gifNote: If the employee review meetings have already been agreed upon, you must force the content to be added with the “Copy and update content” action. ERMs that have already been agreed upon are reopened for the newly added contents and agreed upon again.

  • When selecting the multiple action “Copy contents from employee review meeting catalog” and then clicking on “Use”, you can select the option to “Delete other content”. If you check this box, all existing content from the area affected by the employee review meeting catalog will be deleted. All the content from a given section can be replaced, even if it does not originally come from this employee review meeting catalog.

Specify requirements for general skills

The employee file also contains a “Skills” section that offers various lists to assess the employee’s skills. These can be filled out by employees themselves or by their managers. These skill assessments provide a useful basis for your company to catalog your employees’ skills, and to compare them with a “target profile” for each employee’s assigned function profile. Once you have set up this connection, a graphic appears in the “Skills” tab in the employee file that shows how well the employee currently matches with the corresponding function profile. Targeted training and development actions can then be taken if necessary.

Once an employee has been linked to a function profile, the same graphic will appear in that function profile under the “Requirements” tab; in this case, however, it shows the average values for all employees assigned to this function profile. This lets you see what sorts of training courses might be advisable for your company. In addition, evaluating events can also help you to assess the effectiveness of an event and to improve it accordingly if needed.

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