Table of Contents
RECORD PERFORMANCE REVIEWS#
The Record Performance Reviews (ISRV) form is used to trigger and record the employee review process. This form may be manually entered or may be generated using the Generate Upcoming Reviews (USUR) program. ISRV also allows you to access a historical record of the reviews received by the employee over time.Reviews are entered by type, and the review categories created for the type are rated for the employee. Reviews may be used to trigger a wage change or personnel action, or just to trigger another review after a certain period of time.
Record Performance Reviews data is maintained on the P2K_HR_EMPLOYMENTS, P2K_SA_REVIEWS and P2K_SA_REVIEW_RATINGS tables.
- Create A Review
- This button allows you to create a new review for the employee selected.
- Submit A Review
- This button allows you to submit a review for the employee.
- Review Date
- This field shows the date that the review is given. This date can be manually entered or automatically created by the Generate Upcoming Reviews (USUR) program. If you are adding a review, you may enter the review due date in this field.
- Review #
- This field shows the sequential number of the review. This number is the unique code for this review within the entity. You may either manually enter the number or use the Personality sequences created on IMCS. If sequences are used, the program will populate the review number once the ISRV record is saved. Reviews created in trial mode of theUSUR program will use review numbers between 9,000,000,000 and 9,999,999,999.
- Review Type
- This field displays the general type of review that is being created or maintained.
- Job
- This field identifies the job associated with the review.
- Position
- This field identifies the position associated with the review.
- Status
- This field displays the status of the review.
- Overall Rating
- This field shows the overall rating of the employee for this review.
- Assignment
- This field displays the assignment to which this review is related. For example, if the review is for an employee’s performance in their main assignment, choose “Primary Assignment” here.
- Review Method
- This field shows the method used to conduct this review or this type of review.
- Overall Points
- This field displays the total number of points for this review.
- Next Review Date
- This field displays the date of the next review for the employee.
- Review Done By
- This field indicates who conducted the review.
- Based on Prior Job
- If the person is being reviewed on a job they previously held, check this toggle.
- EE Relations Manager Req'd.
- If an employee relations manager is required, this toggle is checked.
- Reviewer
- This field displays the individual conducted the review.
- Description
- This field allows you to include additional information about the review.
- Comments
- This field allows you to attach comments to a particular review.
Review Ratings#
- Review Category
- This field displays the categories that have been defined for the review type. This data will default in from the Review Type (ISRT) form.
- Review Rating
- This field displays the review rating given if you are using a subjective system. This rating may also include alphanumeric descriptions of the review points awarded.
- Points
- This field shows the points that have been awarded to the employee for performance in this category, if a points system is used to rate employees.
- Max Points
- This field will show the maximum points a candidate may obtain for this review.
- Weighting
- This field shows the weighting the review category has within the review.
- Arranged Points
- Comments
- This field displays any comments that may have been added in regards to the employee's performance ratings.