KnowledgeBase: ISRV

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.

Record Performance Reviews data is maintained on the P2K_SA_REVIEWS table.

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 #: 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 KnowledgeBase 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: 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: This field displays the general type of review that is being created or maintained. Review_Type_Code 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: 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: 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. 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.

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. p2k_sa_review_ratings

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. p2k_sa_review_ratings

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.

p2k_sa_review_ratings