Follow-up of performance review

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Follow-up of performance review

Introduction

The Performance review function is intended for clients using the Human resources solution.

It allows you to:

▪Set performance objectives.

▪Post your comments or those of your employees following a performance review.

▪Trigger a customized task. For more information, refer to Defining a customized task.    

hmtoggle_plus1Summary of employee information

The summary of an employee’s key information is presented under their full name at the top of each screen of the employee file. This information varies according to your user profile and the function currently in use. It includes, among other things, the following elements:

▪A reduced-size employee photo:

oTo display the photo, you must activate Employee photo management (Configuration > Business > Configuration > Business options).

oA user with full access to the Photo management function, available under Pay and HR of the Access to functions screen (User management > User profile), can add, modify or delete an employee's photo in Personal information.

▪The raccourci courriel icon:

oThis icon is displayed to the far right of the summary and is active if the employee has a user code and a validated email address. For more information on how to validate an email address, see Adding/Validating/Modifying your email address.
hmtoggle_plus1Attached document management

Things to remember

▪Attached documents are displayed, added, and deleted depending on the user's access rights to Attached documents. The documents in the ‘’Confidential’’ category are only available if you have access to the Confidential documents function. Access to these functions is managed under Confidential data (User management > User profile > Access to functions).

▪Documents can be attached from the functions containing the Attached documents section, such as: Absences, Disciplinary actions, Education, Employment and compensation, Asset management, Events, Participants, Performance review, Personal information, Skills, Work experience and Work injuries. Important: Some of these functions are only available if you have the Human Resources solution.

What do you want to do ?

Creating a performance review

Viewing, modifying or deleting a performance review