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[{TableOfContents }]
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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.
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.
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Record Performance Reviews data is maintained on the [P2K_SA_REVIEWS] table.
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.
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Record Performance Reviews data is maintained on the [P2K_HR_EMPLOYMENTS], [P2K_SA_REVIEWS] and [P2K_SA_REVIEW_RATINGS] tables.
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;[Review Date|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 date the review is due in this field. Review_Date is a mandatory date field that must be entered if you are creating a manual review.
;[Review #|REVIEW_NUMBER]: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 [{$applicationname}] sequences created on IMCS. If sequences are used, the program will populate the review number once the ISVR record is saved. Reviews created in trial mode of the USUR program will use review numbers between 9,000,000,000 and 9,999,999,999. Review_Number is a 16-character numeric required field that may be manually entered or populated by the program.
;[Assignment|ASSIGNMENT_CODE]: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.
;[Review Type|REVIEW_TYPE]:This field displays the general type of review that is being created or maintained. Review_Type is a 16-character alphanumeric mandatory field that you must fill with a selection from the LOV. The values provided were created in the Define Review Types ([ISRT]) form.
;[Status|REVIEW_STATUS]:This field displays the status of the review. You may choose from the following values. Review_Status is mandatory fixed lexicon ([X_REVIEW_STATUS]) that you may use to choose an appropriate value.
;[Overall Rating|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|REVIEW_METHOD]:This field shows the method used to conduct this review or this type of review. 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|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.
;[Next Review Date|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|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|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|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|REVIEW_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.
;[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|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 #|REVIEW_NUMBER]: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 the[USUR] program will use review numbers between 9,000,000,000 and 9,999,999,999.
;[Review Type|REVIEW_TYPE_CODE]:This field displays the general type of review that is being created or maintained.
;[Job|JOB_CODE]:This field identifies the job associated with the review.
;[Position|POSITION_CODE]:This field identifies the position associated with the review.
;[Status|REVIEW_STATUS]:This field displays the status of the review.
;[Overall Rating|OVERALL_RATING]: This field shows the overall rating of the employee for this review.
;[Assignment|ASSIGNMENT_CODE]: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|REVIEW_METHOD]:This field shows the method used to conduct this review or this type of review.
;[Overall Points|OVERALL_POINTS]:This field displays the total number of points for this review.
;[Next Review Date|NEXT_REVIEW_DATE]:This field displays the date of the next review for the employee.
;[Review Done By|REVIEW_DONE_BY]:This field indicates who conducted the review.
;[Based on Prior Job|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|EID_ID_REVIEWER]:This field displays the individual conducted the review.
;[Description|DESCRIPTION]:This field allows you to include additional information about the review.
;[Comments|REVIEW_COMMENTS]:This field allows you to attach comments to a particular review.
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!Review Ratings
;[Review Category|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|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|REVIEW_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|DRV_MAXIMUM_POINTS]: This field will show the maximum points a candidate may obtain for this review.
;[Weighting|CATEGORY_WEIGHTING]:This field shows the weighting the review category has within the review.
;[Weighted Points|DRV_WEIGHTING_POINTS]:
;[Total Points|DRV_TOTAL_POINTS]:
;[Arranged Points|]:
;[Total Weighted Points|DRV_TOTAL_WEIGHTED_POINTS]:
;[Comments|COMMENTS]:This field displays any comments that may have been added in regards to the employee's performance ratings.
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!!Review Ratings
;[Review Category|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|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 (see below). Review_Rating is an optional, 16-character alphanumeric field that may be manually entered.
;[Points|REVIEW_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.
![Notes|Edit:Internal.ISRV]
[{InsertPage page='Internal.ISRV' default='Click to create a new notes page'}]