If you would like to change the settings for a specific planning period, navigate to the settings, then to the “Planning periods” tab. Select a planning period and click on to enter the settings.
- 1 General
- 2 Third-party assessment – Employee review meeting (ERM)
- 3 Setting options
- 3.1 Composition of proposed list of third-party assessors
- 3.2 Contents not individually selectable for subareas
- 3.3 Anonymous assessment for subareas
- 3.4 Minimum number of anonymous third-party assessors for subareas
- 3.5 Assess within [days]
- 3.6 Average of third-party assessments as manager assessment for subareas
- 3.7 Minimum number of third-party assessments to allow average to be displayed for non-anonymous assessment
- 3.8 Minimum number of third-party assessments to allow average to be displayed for anonymous assessment
- 3.9 Minimum number of assessments to trigger discarded result for non-anonymous assessment
- 3.10 Discarded result from number of assessments with anonymous assessment
- 4 Overall assessment – Employee review meeting (ERM)
- 5 Salary & bonus calculation
- 6 Related topics
- Period name
- The name is linked to allow switching periods, and displayed everywhere (monolingually). (Ex.: 2017)
- Periods that are marked as completed are removed from the current period selection list / Period can no longer be selected in the various actions.
Third-party assessment – Employee review meeting (ERM)
The following settings relate to third-party assessments (also: Evaluation by a third party).
- Always set the period setting first so that you can then start the round of employee review meetings or third-party assessments. To avoid undesirable and/or erroneous behavior, avoid making changes later on to the period settings for periods that are already active.
- Note that a few setting options depend on a correctly configured selection list. For example, the settings below relating to the “discarded result” require a meaningfully defined weighting for the selection list value for each subarea in the employee review meeting.
- Please note that when anonymous third-party assessments are used, the person being assessed sees no information about the status of the given third-party assessment, and thus cannot send reminders to the third-party assessor.
- Certain possible actions in the employee review meeting process are dependent on the settings defined below (e.g. the actions to “Create/modify list of third-party assessors for anonymous assessment” and “Start anonymous third-party assessment round and send invitations”.
Composition of proposed list of third-party assessors
You can specify here which people should automatically appear in the list of proposed names for invitation to a third-party assessment. The following values are included in the fixed list ThirdPartySuggest:
- Manager for the position
- Manager of the manager for the position
- Other supervisors
- Employees from the same organizational unit
- Manager’s direct reports
- Third-party assessors invited in earlier periods
If you do not make any selection, all the displayed values will automatically be suggested, and the displayed list will be updated in the next “round” with third-party assessors from the most recently sent invitations.
A change in the composition of the list of proposed assessors may not take effect for the given employee until after a delay of up to 15 minutes. If desired, add the URL extension ?clearCache=true to shorten this delay.
Contents not individually selectable for subareas
Check the boxes for individual subareas of the employee review meeting. Using “Forward to third parties” will then always forward all content of those subareas for assessment by the third-party assessor. In this case, selection is not possible at the time the invitation is sent.
Anonymous assessment for subareas
Check the boxes for subareas of the employee review meeting that should receive anonymous assessments only.
Specify how many third-party assessors must be invited before the third-party assessment round is opened for each area. By default, at least three people are required (i.e. at least three people must be invited to the third-party assessment before the third-party assessment process can be used).
Assess within [days]
Default setting if “Assess by” is not explicitly set by the person sending the invitation. If you do not enter a value for this setting, then a value of 4 weeks (28 days) is used. This value is overwritten if the “Assess by” field is displayed in the form and set to a specific value by the person sending the invitation. If the specified value is larger than 90, it also raises the limit of 90 days that serves as the maximum assessment period.
Average of third-party assessments as manager assessment for subareas
Check the boxes for subareas of the employee review meeting for which the third-party assessment should be handled the same way as a manager assessment (main assessment). In this case, the average of all third-party assessments for each content item (goal, task etc.) automatically counts as an authoritative assessment and is therefore considered as the deciding assessment (relative to other assessments).
- This assessment is displayed in the system as the “Manager assessment”. When using this function, we recommend that you set the relevant field (Manager assessment or Assessment by manager) to “display” in order to protect it.
Minimum number of third-party assessments to allow average to be displayed for non-anonymous assessment
To ensure that third-party assessments are only displayed when they are of sufficient quality for the person being assessed, a threshold value can be very useful. Once the specified number of third-party assessments has been reached, the average value is displayed. If there are discarded values, they are nevertheless counted as well.
Same effect as for the previous setting, but for anonymous assessments.
Enter a number of assessments above which the worst and the best assessment will be discarded, i.e. not included in the calculation (cf. Discarded result). These two assessments are shown grayed out.
- Example: You enter an 8 here. After 8 (or more) third-party assessments have been received, the worst and the best assessment will not be included in the calculation of the average value. In this case, if 7 third-party assessments are received, nothing happens, i.e. no assessments are “discarded” when calculating the average value.
- Background: Every third-party assessment that is submitted can in principle contribute to the calculation of an average value for all third-party assessments. When at least the number of assessments specified above has been reached for each content item (goal, task etc.), the best and the worst third-party assessment will not be used in determining the average value. This reduces the impact of extreme assessments by individual people. If fewer responses are received, then no result is discarded, in order to avoid situations where there are too few third-party assessments and therefore no average and no result. Be sure to also pay attention here to the setting for the minimum number of third-party assessments that must be received for an average to be calculated. Also note that discarded results are only possible if at least 3 assessments are received.
Same effect as for the previous setting, but for anonymous assessments.
Overall assessment – Employee review meeting (ERM)
- An empty field means: All parts are included. If only certain parts are not selected, then these will not be affected by actions (e.g. Agree) in the “Overall assessment” area. Therefore, the default calculation of the overall assessment will also exclude these areas, independently of their weight in the calculation formula. Formulas are not affected by this setting.
- Automatic assessment of subareas
- If you check this box, the assessment of the subareas will be calculated automatically once the individual content items (e.g. goals) have each been assessed. The overall assessment across all areas is not affected.
- Automatic overall assessment
- If you check this box, the overall assessment will be calculated automatically once the content items (e.g. goals) have been assessed individually or all together. Note that the calculation of the overall assessment may depend on the values from the assessment of the subareas. In this case, you should also check the box for “Automatic assessment of subareas”.
- Close period for changes to employee review meeting contents:
- If you check this box, then no one can make changes anymore to the contents of employee review meetings for this period.
- Close period for changes to assessments:
- If you check this box, then no one can make changes anymore to the assessments in employee review meetings for this period.
- Note: This setting also stops changes to the contents of employee review meetings.
Salary & bonus calculation
- Release for “Salary & bonus” round access level:
- Level 1
- Level 2
- Level 3
- An empty value for this field means that anyone with access to the Salary & Bonus module has access, and can modify salary increase and bonus information for their employees. If you select a specific level here, then only people with that access level are able to modify salary information. A person’s access level is assigned in the settings in their employee file. Administrators always have access, regardless of their access level.
- Free text field
- Close period for Salary and Bonus
- If you check this box, then no one can make changes anymore to salary and bonus information for this period.