Evaluation Settings

Configuration of the general options used in the Performance and Competence Assessments (Knowledge, Performance and Excellence) of the company's employees.

General

When in Miscellaneous> Assignments, Record tab, in the field Competency Management is set to 3-Activate without legacy, this tab only displays the following fields:

• Restriction Assessment
• Template Notes
• PDI Model
• Restrictions Annotations

Identifies Cycle

Identifies whether to display the cycle code field on the evaluation screens.

1. Yes: The field Cycle will appear on screens regarding the Performance and Competence evaluation.
2. Yes - Selected Cycle: It has the same behavior as option 1, but in the CSWEB, will enable the Active Cycle option.
3. No: You will not use Cycle in the Performance and Competency evaluations.

Items per focus evaluation

It identifies whether to differentiate the evaluation items according to the focus of the evaluation.
By checking this field as "S", the following screens will be enabled in the screens below that will allow the user to select, for example, if a certain skill or knowledge will be evaluated in Superior,

• Registration of Blocks of Technical Skills.
• Register of Personal Skills Blocks and Register of Technical Skills (folder
• Knowledge).
• Requirements by Location> Job title, Knowledge folder.
• Job Requirements, Knowledge folder.

Restriction Assessment

Define whether the system will use the access and change restrictions registered for each user, respecting the following options:

1. Yes - Considers scope: Allows access to the Notes folder respecting the scope registered for each user.

2. No - Do not restrict access> change the Notes folder.
3. Yes - Limited to Evaluator: Allows access to the Notes folder only for the evaluator of the respective evaluation, ie, any other user will not have access to the Notes folder, regardless of user scope and regardless of the user being the coordinator.Note

At the CSWEB: In Evaluations, Per Employee and By Item, the option to view evaluation history will respect the configuration of the field Restriction Assessment at where:

• It shows in the history the evaluations of all the evaluators that the active user has comprehensiveness.
• It does not allow access to the option evaluation or consultation of the WEB.
• Shows only active user ratings.

Present Family

In this field it is possible to define whether the name of the Knowledge family will be displayed next to the name of the same in the evaluations by CS WEB Item.

Present Development Plan

By means of this mark it is possible to determine if the system will present the field (Description) Development Plan in the Performance Evaluation and Competence screens (both in the WEB version and in the Client-server version).

Uses Final%

Inform if the user will use the weights of evaluations, in order to calculate the average of those evaluated in each one of them.

Weight Skills

Record the weight of knowledge assessments in the final grade of the evaluated.

Performance Weight

Record the weight of the performance evaluations in the final grade of the evaluated.

Weight Excellence

Record the weight of the evaluations of excellence in the final grade of the evaluated.

Improvement Weight

Record the weight of the evaluations of the improvement courses in the final grade of the evaluated.

Training Weight

Record the weight of the evaluations of the training courses in the final grade of the evaluated.

Clear Knowledge

Set whether on results calculation of the assessments, all the knowledge, or only the necessary, will be verified.

Model Evaluation

Define the report template that will be run in CS WEB.

Template Notes

Define the report template that will be run in the CS WEB to list the annotations assigned to one or more collaborators.

Knowledge Model

Define the report template that will be run on the CS WEB to list the knowledge evaluations made for one or more collaborators. The model CSAV018.HAB is available in the system copy, which is indicated to be defined in this button.

Performance Model

Define the report template that will be run on the CS WEB to list the performance evaluations made for one or more contributors. The model CSAV019.HAB is available in the system copy, which is indicated to be defined in this button.

Excellence Model

Define the report template that will run on the CS WEB to list the Excellence evaluations made for one or more contributors. The model CSAV020.HAB, which is indicated to be defined in this button, is available in the system copy.

PDI Model

Define the report template that will be executed in the CS WEB to list the information related to the POI.

Restrictions Annotations

This parameter controls access> change annotation screen information for evaluation (employee history) and annotation report, where:

1. Scope: allows to access> change the information of the Annotations Evaluation screen, respecting the scope (Company, Place, Cargo, etc ...) registered for the user, that is, user can include annotations only for employees of its scope and view the annotations of collaborators of its scope, regardless of who registered them, this also includes viewing the record search screen (F2) and collaborator search (F3).
2. Scope-Only generator: the user can include annotations only for collaborators of its scope and view the annotations of collaborators of its scope whose annotation was made by him, this also includes visualizing the search screen of records (F2) and search of collaborator (F3).
3. No Coverage: the user may include notes for all employees, regardless of their scope and view all annotations of employees of its scope or notes made by it (if it is a note made for a collaborator that is outside its scope), this also includes view the record search screen (F2) and collaborator search (F3).

Shows Average

Set whether to display the field Average performance and competence assessments. When informing the option "2-Arithmetic Average", the calculation of the average of the skills evaluated for Performance, Excellence and Knowledge evaluations will be automatically performed. It will display the average value in the field Average, in the grid footer of the items to be evaluated.

Complementary Skills

Define whether it will allow to indicate technical skills as essential or complementary. That is, by setting this field with 'S', it will be displayed on the screen Blocks of Technical Skills(Skills folder) the column Type where it will be possible to indicate if the technical skill is essential or complementary. At the moment of performing the performance evaluation will be presented the columns Consider and Type Skill which will allow the user to verify which block abilities are essential and which are complementary, and for the complementary ones it will be possible to set to consider according to each evaluation. It will also be possible to define the maximum amount of complementary skills that can be considered by evaluation through the field Max. Living room. Additional, in the Evaluations folder of this screen.

Presents Certification

Sets whether to display the "Certificate" field on the Performance Evaluation and Knowledge Evaluation screens. That is, by setting this field to 'N', on the Knowledge Evaluation screens (Notes folder) and Performance Evaluation (Notes folder) the Certificate column will be hidden.

Web

When in Miscellaneous> Assignments, Record tab, in the field Competency Management is set 3-Turn on without legacy, this tab is not displayed.

Evaluation Items

Define whether the description of the item to be evaluated will be shown on the WEB in a reduced or detailed way:

• Reduced description: Only the title of the item to be evaluated will be shown.
• Detailed description by link: It will show the title of the item and also a link where the user can click to see a more detailed description of it.
• Detailed description without link: In this option, the item name will not be displayed, instead the detailed description of the item will be shown.

Presents Evaluation Focus

Indicates whether clicking on the Evaluation menu> Evaluating CS WEB will show the Selection Spotlight selection screen or not. If not, clicking on the Evaluate system menu item will show the available evaluations, depending only on the 'Evaluation form' field.

Evaluation Form

• It will allow the user to choose whether to make the collaborator or by Item.
• It will only allow the user to make collaborator.
• It will only allow the user to make Item.
  

Narrow Your Results

Define if you want to allow the evaluator's comments to be viewed (in CSWEB performance and competence evaluations, field Comment) for other users who have ranges to view the evaluated. That is, if informed 'S' for this field, will present the comments that the evaluator has made in their evaluations, to other users (who are not involved in the evaluation) who can consult the evaluation due to comprehensiveness. If you inform 'N', the comments can only be viewed by the evaluator.

Display Photo Rated

Define whether to present the photo of the evaluated in the CSWEB performance and competence evaluation screens.

Settings and Customizations in the Web Jobs and Salaries Module

Focus of Evaluations

When in Miscellaneous> Assignments, Record tab, in the field Competency Management is set 3-Turn on without legacy, this tab is not displayed.

This screen allows you to define which Evaluation Focuses the company can use.

Evaluation Focus

Evaluation Focus Code that the company may use.

Description (Evaluation Focus)

Describes the code entered in the previous field.

Goal

Define whether or not the Meta field appears in certain foci of evaluations.

Individual Evaluator

Define if it will be allowed to register individual evaluators (CS: Skills> Evaluations> Register Evaluators> Individual Evaluators and TR: Development> Evaluations> Register Evaluators> Individual Evaluators) by focus of the evaluation. If the checkbox is unchecked for any of the types of evaluations (Self-Assessment, Higher, Subordinate, etc.), it will not be allowed to register individual evaluator for the evaluation type unmarked.

Reopens

Defines whether the evaluator user will be allowed to reopen his or her own performance and competency assessments (Knowledge, Performance, and Excellence).

Last Result

Defines whether the fields Last and Last Goal will be presented in the performance and competence evaluations (Knowledge, Performance and Excellence), for certain focus of the evaluations, as listed below:

• Last Note and Last Goal received by the evaluator for the same independent ability of the evaluator and the focus of the evaluation.Note

• Last Note and Last Goal of the evaluator for the same evaluated, regardless of the focus of the evaluation (consensus, superior, etc.), for the same skill.
• Last Note and Last Goal received by the evaluator for the same skill and same focus of the evaluation, independent of the evaluator.
• You will not display the Last Note and Last Goal.

Detail Evaluation

1. Yes - Allows you to change - this option influences the system on the following items:

On the evaluation screens, Notes folder: When the item has detailed evaluation, the fields "Note" and "Item comment"are editable and the"Detailed "is enabled.
The detailed evaluation screen does not display the "Item Commentary"

At the CS WEB:

When the item to be evaluated has a detailed evaluation:

• The evaluation screen displays the note search and detailed evaluation button;
• Allows you to change the note and comment of the item.
• It consists of the note typed according to the table of notes of the item.

The detailed evaluation screen does not display the "Item Commentary".

2. Yes - No change allowed - this option influences the system on the following items:

In CS and TR Client-server:

• On the evaluation screens, Notes folder: When the item has detailed evaluation, the field "Note"is disabled, the field"Item comment"is read-only and the"Detailed "is enabled.
• On the detailed evaluation screen, the "Item Comment" field is displayed for change. When you return to the Notes folder of the evaluation screen, the item comment
  
  is updated with the new values. At the CS WEB:

When the item to be evaluated has a detailed evaluation:

• On the evaluation screen does not display the note search button, only the detailed evaluation button;
• It does not allow changing the note and comment of the item.
• Does not consist of the grade that will come from the detailed evaluation (rule by process 223).

In the detailed evaluation screen the field "Item Commentary". When recording the detailed evaluation returns the comment to the main screen.

3. No - this option influences the system on the following items:

In CS and TR Client-server:

On the evaluation screens, Notes folder: When the item has detailed evaluation, the "Detailed"is disabled.

In CS WEB:

When the item to be evaluated has a detailed evaluation:

• On the evaluation screen it shows the notes search button;
• Allows you to change the note and comment of the item.
• It consists of the note informed according to the table of notes of the item.

Sampling

The field sampling limits the number of evaluations that will be generated. If you do not have to generate 100% of the evaluations, they will be generated randomly according to the defined percentage.

Minimum limit

Minimum threshold of evaluations to be generated in Skills> Evaluations> Register Evaluators> Generate.

Maximum limit

Maximum limit of evaluations to be generated in Skills> Evaluations> Register Evaluators> Generate.

PDI format

Defines for each evaluation focus whether to use Full POI or Training Reservation Only.

0. Do Not UseYou will not enable the button on the Performance and Skill evaluation screens.

1. Complete Will call through button PDI, from the Performance and Competency Evaluations screens, the Complete Individual Development Plan (which is compatible with the 5W2H methodology).

2. Training Reservation Only Will call through button PDI, from the Performance and Competency Evaluations screens, the POI only for Training Reservation.

PDI Source

Field used by the POI routine.

Max. Living room. Complement

It allows to define, by focus of the evaluation, the maximum amount of complementary skills that can be considered in the performance evaluations.

Coordinators

This screen allows to register which are the coordinators of the evaluation process of the company. Usually the coordinator would be an HR professional.

User

User code coordinator.

Name (User)

Name of the coordinating user.

Evaluation Result

This folder is only displayed when the screen is accessed through the path:> Skills> Result Evaluation> Definitions in the CS module.

Restriction Assessment

Defines the constraints of the result evaluations, being:

1. Without restriction: All users who have coverage on the evaluated will be able to access and change all the information.
2. Scope + Rated: All users that have coverage on the evaluated ones can access, including the collaborator evaluated. Since only the appraiser can give maintenance.
3. Scope - Rated: All users who have coverage on the evaluated will be able to access, except the evaluated employee. Since only the appraiser can give maintenance.
4. Evaluator: Only the user evaluator can access and maintain.

Appraiser Reopens

Defines, for outcome evaluations, whether or not the evaluator can reopen Completed or Canceled evaluations. If you are informed 'N' for this field, only COORDINATOR users will be able to reopen the evaluations.

Present Individual Development Plan

Through this signaling it is possible to determine if the system will present the field (Description) Development Plan in the Results Evaluation screens (both in the WEB version and in the Client-server version).

Origin PDI (Individual Development Plan)

Defines the source form of the POI to be related to the result evaluation:

0. By objective and evaluation - To access the POI screen, the POI button will be available in the Evaluation and Objectives folders;
1. By objective - To access the POI screen, the POI button will only be available in the Target folder;
2. By evaluation - To access the POI screen, the POI button will only be available in the Evaluation folder.

Model Evaluation Result

Inform the model that will be called by the button Report on the screen
Results Evaluation CS (Skills> Evaluations> Results> Define> Evaluate) and CSWEB (Evaluation> Result).

Evaluator information

Submit Company It aims to hide the Company field of the Evaluator, in the screen of Individual Evaluators of the CSWEB (Evaluation> Evaluators).

• It will present the "Appraiser Company" field in the register of individual evaluators of the CSWEB.
• You will not submit the "Appraiser Company" field in the CSWEB individual appraiser register. Only active company employees will be presented in the survey.

Submit Period Sets whether to display the period in the evaluator register when you are using the cycle. When you do not display the period, these fields are populated internally with the period of the active cycle or cycle chosen.

Default Setting Mutual

Sets the default fill of this field in the evaluator log. When a pattern is checked, this field will not appear on the evaluator register screen.

0. Should Inform: It will be necessary to inform if it uses mutual definition.
1. Always Owns: You will set YES internally and will not display the Mutual Definition field.
2. Never Owns: You will be set internally NOT and will not display the Mutual Definition field.

Restriction Individual Evaluators

Defines whether there should be approval of the register of individual evaluators, which may be:

0. Without restriction: You will not use the Appraiser Approval feature, that is, you will consider all individual appraiser registrations valid.
1. Needs Approval-Comprehensiveness:It will be presented all the registers of individual evaluators whose evaluated employees are part of the user range of the active user.
2. Need Approval: The table of boss or exception that is, all employees whose active user is the boss.
3. Requires Rule-Approval: It will be done by rule, through the system variable SQLStringRegra, where this variable must contain an SQL command with the records that should be presented.
4. Requires Approval-Rule (Consider evaluated): It will be done by rule, through the system variable SQLStringRegra, where this variable must contain an SQL command with the records that should be presented. Contrary to the previous option, it allows you to also display the appraised one himself, so that he can approve his appraisers.

Approval Rule

Rule used to load pending approvals and to consist of approved or rejected registrations. This rule is called in the following situations:

• When entering the Individual Appraiser Register screen, when the Restriction Individual Evaluators = 3-Need Rule-Approvalor = 4 - Requires approval-Rule (Consider evaluated), allowing the rule to define which employees must submit for approval;
• By clicking the To approve (independent of the field Restriction Individual Evaluators be set with option 1, 2, 3 or 4), from the Individual Evaluators Register screen, making it possible to send e-mail to those involved.