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Training and Research / Development / Performance and Competency Evaluation / Evaluate Performance

Performance Evaluation - Technical Skills

When in Others > Indications, Information tab, the Management per Competencies field is set as 3-Activate without legacy, this window is not displayed.

Information of performance evaluation for workers.

Finish and Reopen Buttons

With them, it is possible to conclude an evaluation or reopen one already concluded. These are enabled:

Detailed Button

If an item to be evaluated is displayed in red, just select it and click the Detailed button, where it will be possible to register the detailed evaluation grades of it.

IDP Button

With this button, you can generate the individual reserves of courses of the PDI. This button is in the Evaluation and Grades folder, as reported in the definitions of evaluations in: Trainings: Development > Performance and Competency Evaluation > Definitions > General, Focus of Evaluations folder, IDP Format and IDP Origin fields; and
Jobs and Salaries: Skills > Development > Performance and Competency Evaluation > Definitions > General, Focus of Evaluations folder, IDP Format and IDP Origin.
According to the IDP Format defined, the IDP button will open the Complete Individual Development Plan window or the IDP only for Training Reservation window.

Notes
  • In the Jobs and Salaries module, this button will be available only when integrated with the Trainings module.
  • In the situation that the IDP format is complete, to open the IDP from the Web Trainings through the evaluation in the Web Jobs and Salaries, the CGI domain must be the same for both modules, due to the need to validate the user who has performed the action.

Comparative Button

Calls the model defined on the General Definitions window, General tab, in the Excellence Model field. The CSAV019.HAB is available in the system copy, which is indicated to be defined on this button.

Exclusion of skills from the Grade grid

Will allow the COORDINATOR user to perform exclusion (by pressing the CTRL and DEL) of skills from the Grades folder. However:

Notes
  • All users can perform exclusion of registers of the Grades grid when it is parametrized as Evaluation Restriction = N;
  • It will not allow you to exclude completed evaluation items.
  • It will not allow you to change the notes.
  • When deleting all evaluation items and access the Grades folder again, all items are generated again with zeroed grades;
  • Resource available only in the Client-Server.

Company

Company to which the evaluated worker belongs.

Type of Worker

Type of worker evaluated.

Worker

Code of evaluated worker.

Period

Period for generating evaluation.

Sequence

Sequence of evaluation.

Notes

The following rules per process are available for this window:

  • 95-Inclusion of Performance Evaluation
  • 96-Change in Performance Evaluation
  • 97-Exclusion of Performance Evaluation
  • 345-Conclude Reviews
  • 346-Reopen Reviews
  • 616-Generation Ratings - Employee Upload

For conceptual feedback on evaluations, click here.

Evaluation

Evaluation Focus

Evaluation Focus of the evaluated worker.

Cycle

Identifies and allows to report which evaluation cycle in evidence.
When reporting the cycle in which its date does not cover the evaluation period date, the system will present a message locking the registration process continuation. That is, only the codes referring to cycles in which the evaluation period is in the cycle interval can be reported.

Notes
  • The Cycle Code field will only be displayed if the 'Identify Cycle' mark on the General Settings screen for Performance and Competency Ratings is different from '3-No'.
  • Even if using Cycle in evaluations, it will be possible leaving this field blank and evaluate the competency and performance evaluations. The result will always be per competency, then, if desiring to have the result of cycle evaluations and evaluations out of the cycle, the result must be evaluated in different competencies, even if for distinct jobs. When evaluating the evaluations without reporting the cycle, the system will consider only the evaluations that do not have the reported code of cycle.
  • In the Trainings module, this field will be available only if the Jobs and Salaries module is integrated with the database.

Company Evaluator

Company to which the evaluator belongs.

Evaluator Worker Type

Type of worker who will be the evaluator.

Evaluator

Code of worker who will be the evaluator.

Deadline

Extension date to carry out the evaluation.

Extension Date

Extension date to carry out the evaluation.

Note

The system considers, as a deadline for evaluation, the date reported in the Extension Date field (which must have a value greater than Deadline field), if it is not filled out, it will be considered what is reported in the Deadline field. If both fields are blank, the evaluation will not have final date, and can be carried out at any time.

Evaluated Org. Unit

Indicates that the evaluation has been generated for the org. unit in evidence in the field.

The system allows that this field be changed by the Coordinator or when the evaluations do not have restriction (indication of the General Definitions of Performance and Competency Evaluation window), this change will not allowed only when the evaluations are completed or when any grade has already been reported in the evaluation items.

Evaluated Job

Indicates that the evaluation has been generated for the job in evidence in the field.

The system allows that this field be changed by the Coordinator or when the evaluations do not have restriction (indication of the General Definitions of Performance and Competency Evaluation window), this change will not allowed only when the evaluations are completed or when any grade has already been reported in the evaluation items.

Note

When the values of the Job an Org. Unit fields are changed, the evaluation items are regenerated according to the new job and org. unit defined (if, among these items, any of them have detailed evaluation, it will be deleted).

Comment

Space intended to register comments/notes about evaluation and/or evaluated.

Development Plan

Register a Development Plan for the evaluated.

Note

Only the evaluator user can perform changes in the Grades grid, when using Evaluation Restriction different from N-No.

Consider

Allows that the user considers the skill in the evaluation in cases where it is defined in the block as being complementary. In cases where the skills is defined as essential, this field will be automatically selected.

Notes
  • This field will be presented only if the Complementary Skills field is set as Y, on the Definitions of Performance and Competency Evaluation window.
  • In the query of evaluations of the WEB Jobs and Salaries module (Evaluation > Consult) and on the Results of Evaluations (Jobs and Salaries: Skills > Evaluations > Performance and Competency > Consultations > Results of Evaluations) the system will present only the skills that are with the Consider column selected.
  • In case of using the option to present the Arithmetic Average (Present Average field = Y on the Definitions of Performance and Competency Evaluation window), the average of technical skills of this window will be presented in the Average field, considering only the averages which are selected in the Consider column.
  • The average of the skills will be calculated arithmetically, the skills weights registered in the skill blocks will not be considered.

Type of Skill

It will present if the skill is essential or complementary.

Note

This field will be presented only if the Complementary Skills field is set as Y, on the Definitions of Performance and Competency Evaluation window.

Skill

Skill code.

Grade

Grade assigned to the evaluated worker for a certain skill.

Ult. Note

Last grade assigned to the evaluated worker for a certain knowledge.

Note

This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) for not be presented.

Goal

Goal (assigned by the evaluator) to be accomplished by the evaluated worker for a certain knowledge.

Note

This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) for not be presented.

Últ. Goal

Last goal (assigned by the evaluator) to be accomplished by the evaluated worker for a certain knowledge.

Note

This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) for not be presented.

Certificate

This field indicates if the worker has or not certification on a particular skill. If this field is blank, it means that the worker does not have certification in the skill.

Note

This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General, Presents Certification field) for not be presented.

Validity Date

Date until which the worker certification on the skill is valid.

Average

Presents (on the right inferior corner of the grid) the arithmetic average of skills.

Note

This field will be presented only if the Present Average field is set as Y, (on the Performance and Competency Evaluation Definitions window).

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