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Describing the Principles and Tools of Performance Management

Objective

After completing this lesson, you will be able to explain the basic principles, components, and historical evolution of Performance Management form templates

Basic Principles of a Performance Form

For most customers, the implementation of Performance Management follows Goal Management. Like Goal Management, Performance Management is a template-based module. In the instance, individual forms are created for individual employees from a configured template.

Note

Even though the terms form and template are often used interchangeably, it is important to remember this distinction. You create specific forms on the basis of generic templates.

It is best to explicitly refer to "form templates" when talking about performance form configurations.

Components of the Performance Management Template

A performance form template is a shell that contains the structure, or layout, of the performance review form. It is used to record information, such as the evaluation of an employee’s performance during the review cycle.

Performance Form Templates contain the following components:

Rating scale
Route map (form workflow)
Form title
Form sections

Roles for Performance Management

Permissions for Performance Management, as with Goal Management, are based on the relationship of the viewer of the form to the subject of the form (the employee being reviewed). Hence, the subject of the form is the Employee and other roles, like Manager, 2nd Level Manager or HR Rep, can be defined on the Route Map steps and they will receive the form based on the hierarchical relationship with the subject of the form. Roles not tied to the employee's hierarchy, like the Originator of the form or a specific User, can be defined in the Route Map.

The list of the supported roles for Route Maps in Performance Management are available in the Implementation guide: Roles

Caution

Role-Based Permissions do not control permissions within a Performance Management form. There will be permissions specified in the form template to control actions, field, section or required fields permissions defined to end users.

Performance Form Template Versions

PMv12 Acceleration (or PMv12A) and is the supported version for creating and maintaining performance forms.

Older versions, like PMv11 and Old PMv12 were retired, and forms based on those versions can no longer be launched. However, older form templates created in PMv11 and Old PMv12 can still be upgraded to PMv12A using Manage Templates tool.

Convert a Legacy Performance Form Template

Steps

Navigate to Manage Templates using Action Search.
Select the Performance Review tab, and select the title of the performance template you want to convert (A yellow triangle appears alongside any legacy template).
Select Validate and Approve for PMv12 Acceleration, and read the information on the screen that appears.
Select Print list of changes .
On the Validate and Approve for PMv12 Acceleration tab, select the Update and Edit button at the bottom of the screen, and select OK in the dialog box that appears.
Select Approve for Launch, and confirm choosing OK.

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