The section “Efficiency categories” is designed to manage the performance evaluations of the programs and sites that are used by the company employees. The section “Efficiency categories” contains 2 subsections: “Roles” for creation of performance roles and “Employees” for management of performance evaluations for individual employees. The transition between the subsections is carried out by switching the menu buttons of the section “Efficiency categories” or via the side menu.
The program provides for three possible performance evaluations:
and “uncategorized” – this value is set by default for all the employees of the programs and sites used.
The performance evaluation of the applications can be of two types:
- evaluation for role,
- individual evaluation.
The evaluation for role allows assessing the performance of the applications for a group of employees, engaged in one type of activities, or for the organization as a whole.
The individual evaluation makes it possible to provide each employee with an individual set of evaluations taking into account the specific nature of the work performed.
The subsection “Roles” is designed for managing the roles of performance and evaluating these roles.
By default, a company has one role set and a number of evaluations, which are valid for all the company employees, are made for it. Under the name of the role, there is a list of all the employees that belongs to this role and that is partially displayed by default. You can press the “Show All” button and thus you will see the entire list of the employees that are assigned to the performance role. The list can be hidden by pressing the “Hide” button that is located at the end of the expanded list of employees.
Managing the Roles
In order to create a new role, press the “Add Role” button, enter the role name, choose the employees that will belong to the role, and press the “OK” button. After these actions, a new role that will not have any evaluations will be created and the selected employees will be attached to this role. All the evaluations for each new role will need to be set manually.
Managing the Efficiency Categories of Roles
You can do the following actions with the performance evaluations:
- add a new efficiency category,
- change an existing category,
- remove a category.
In order to add a new performance evaluation into the role, press the “Add efficiency category” button, choose the type of the application, you want to add a category for, enter the parameters of this application (the address – for a web-page and the name – for a program), choose the category, and press the “OK” button. After these actions, the added application with the category will appear in the list of the categorized role applications.
In order to change an existing application category, find the application, you want to modify, and press the new category name.
In order to delete an application evaluation, press the “Remove efficiency category” button next to the application name and press the “Delete” button in the opened dialog window.
The subsection “Employees” is designed for managing the individual efficiency categories for employees. The following is displayed in the section by default: list of the company employees, name of them roles, to which an employee and his/her individual efficiency categories are attached.
In order to add a new performance evaluation for an employee, press the “Add efficiency category” button, choose the type of the application, you want to add a category for, enter the parameters of this application (the address – for a web-page and the name – for a program), choose the category, and press the “OK” button. After these actions, the added applications with the category will appear in the list of individual efficiency categories for the employee – this categories differs from the others in the presence of the removal possibility.
It is also possible to change the role categories to another kind of categories for the employee. For this purpose, find the application, you want to modify, and press the new category name. After these actions, the new efficiency category will become individual.