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_SA_REVIEWS and P2K_SA_REVIEW_RATINGS tables.
- Create A Review
- Submit A Review
- 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 fields 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 Wiki 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.
| Lexicon Value | Description |
|---|---|
| Pending | The review has been created but not yet given |
| In Progress | The review is currently in progress |
| Approved | The review has been approved. |
| Not Approved | The review has not been approved. |
| PFP Generated | Indicates “pay-for-performance” generated reviews <not yet available> |
| PFP Approved | Indicate ‘pay-for-performance’ approved reviews |
| Completed | The review process has been completed. |
| Cancelled | The review has been canceled and is no longer valid. |
- Overall Rating
- This field shows the overall rating of the employee for this review. Overall_Rating is a mandatory user-defined lexicon (X_OVERALL_RATING) that you may fill with a selection from the values available.
- Review Method
- This field shows the method used to conduct this review or this type of review. Review_Method is optional fixed lexicon (X_REVIEW_METHOD) that you may use to choose an appropriate value.You may choose from the following:
| Lexicon Value | Description |
|---|---|
| No Formal Method | No formal, known method is used. Either the company chooses to use an in-house method or does not wish to indicate a method here. |
| Point System | A point system has been used |
| Subjective Rating | Subjective ratings only have been used |
- Overall Points
- This field displays the total number of points for this review. Overall_Points is a 5-character numeric required field that may be manually entered.
- 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. Assignment_Code from P2K_HR_ASSIGNMENTS is a mandatory field you must fill with a selection from the LOV.
- Next Review Date
- This field displays the date of the next review for the employee. Next_Review_Date is an optional mandatory date field that you may enter.
- Review Done By
- This field indicates who conducted the review. Review_Done_By is a 50-character, optional, alphanumeric field that may be manually entered.
- Based on Prior Job
- If the person is being reviewed on a job they previously held, check this toggle. Based_On_Prior_Job is an optional toggle, which you may change manually.
- Description
- This field allows you to include additional information about the review. Description is a 50-character, optional, alphanumeric field that may be manually entered.
- Comments
- This field allows you to attach comments to a particular review. Review_Comments is a 250-character, optional, alphanumeric field that may be manually entered.
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_Category is an optional user-defined lexicon (X_REVIEW_CATEGORY) that you may use to select a value.
- 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. Review_Rating is an optional, 16-character alphanumeric field that may be manually entered.
- 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. Review_Points is an optional, 5-character numeric field that may be manually entered.
