Employee review meeting catalogues
You create content for employee review meeting catalogs in order to save important recurring content for a job and with the same type. From there, every new agreement fetches this content via objectives, job tasks, skills, development goals, behavioral criteria and feedback questions. You will find the employee review meeting catalogs in the Company tab.
You can also then link employee meeting catalogs to job profiles in order to with it be able to simplify the evaluations.
Assigning employee review meeting catalogs
It may indeed make sense to link employee review catalogs with job profiles so that with it an evaluation grid can be generated for the meetings. Employee review meeting catalogs that are linked to job profiles can then be supplemented with job profile-specific target values Targets You have two possibility to assign employee review meeting catalogs:
- Copy employee review meeting catalogs directly to the employee for evaluation:You can find this copy function as a multiple action in the employees overview and as a one-off function in the employee review meeting for each employee. However, the assigning of catalogs needs to be repeated each evaluation period which, depending on the complexity, which involves some extra work and, therefore may also increase the likelihood of errors.
- Assigning job profiles: You can also assign employee review meeting catalogs directly under the job profiles using the relevant job profile request.
The employee review catalogs can be filled in in more than one language. However, if you are applying the catalogs to the employees in the employee review meeting they will only be copied in the employee's language. If the employee's language has not been defined, the main language of the software configured under Settings is used.
In order to be able to edit the content in the respective job profile, the catalog status must be set to "in progress".
If target are included in the list, they should be shown in the evaluation grid of the employee review meeting (see Adjustment mode).
Define targets for competencies
Targets are suitable for defining a kind of guideline structure for job profiles, which the employee should be able to meet as best as possible.
A relative evaluation in the employee evaluation meeting with selection values such as "achieved" or "surpassed" is especially suitable for defining requirements in the job profiles and also for comparing targets with the relevant employee or with the employee review meeting catalog. As relates to the scale for evaluating the targets, this can either be a relative scale ("achieved", "surpassed", etc.) or it can also be an absolute scaling procedure (points, school grades, etc.). This evaluation also requires a legend, in which the scale is explained (e.g. grades, points, etc.).
- Example: Relative:
Skill: "Communication", target value/supplementary description: "Appears confident to the department and to committees, presents clearly, has an open, genuine manner", Evaluation: "Achieved"
- Example: Absolute:
Skill: "Communication", target value: "3" , Evaluation: "5"
If your company includes especially comprehensive skills catalogs, for which not all entries are relevant for each job profile, then by entering a target what occurs is that only the relevant values for the actual evaluation is copied to the employee evaluation meeting. For this purpose, click in the relevant job profile on "Set targets" and there, in settings, select the checkbox "Only evaluation entries with targets". If you now copy content into the employee evaluation meeting, all content without targets are ignored.
Integrating content from the employee review meeting catalogs into the employee review meeting.
In the employee overview, when preparing an employee review meeting, all employee review meeting content that is linked in function profiles can be copied to the relevant agreement period. It can then, if required, be made more personal and, later, agreed in the conversation with the employee. Copying the content has the advantage that you always retain the content that was evaluated in the original even when catalogs change as the years go by.
Method:
- Select the employees concerned from the list of employees
- Run the multiple action "Copy content from function profiles" and/or "Copy content from employee review meeting catalog"
Note: If employee review meetings have already been agreed upon, you will need to force adding for the action "Update content". Meetings that were already agreed upon will be opened updated with the newly added content and as a consequence will need to be newly agreed upon.
Define requirements via general skills
Also included in the employee file is the area "Skills", which will make various lists available to you to evaluate skills. These can be completed by both the employee himself or also by the supervisor. This skills evaluations provides a good basis for your company to catalog the skills of your employees and they can be compared with a "target profile" of each of the job profile assigned for the employee respectively. As soon as you have established the connection, a chart appears in the tab "Skills" in the employee file, which shows you the current suitability of the employee for the relevant job profile. If necessary, targeted development measures can also be taken as a result.
After linking an employee with a job profile, under the "Requirements" tab of the relevant job profile you will see the same illustration, however this refers to the average of all of the employees assigned to this job profile. This makes it clear which further education programs would be advisable in your company. In addition, the Evaluation of events can also help in evaluating the effectiveness of an Event and, if necessary, to improve it accordingly.