Excellence Evaluation - Personal Skills
When in Other > Indications, Information tab, in the Management per Competencies field it is defined “3 - Activate without legacy”, this window will not be displayed.
WEB ASSESSMENT PERMISSION
We have the following menus of the subject Evaluation in CS Web:
Evaluation
- Evaluators;
- of performance;
- of Result.
The screen permission that influences the "Evaluators" menu and at the same time in the "Result" menu, is defined in "Skills> Evaluations" in CS x-Windows.
The screen permission that influences the "Performance" menu is defined in "Miscellaneous> Special Screens> Web Screens> Evaluate." This permission causes the "Performance" item to be displayed or not.
For the "Evaluators" menu there is still another definition that indicates whether it is visible or not, which is the "Period Definition Evaluators" and also the "Approval Period Evaluators", informed in the Cycle Master. If you have been informed of a date range that has an end date that is earlier than today, the "Appraisers" menu is not displayed.
It is necessary to verify if the situation of the client fits in the following solutions:
- Check the type of evaluation that will be generated (performance or outcome?). When using the Performance evaluation and if the user has access to the Web-only evaluations, the Permission \ Ratings menu item permission can be withdrawn.
- Check if cycle is used and if period has been informed for definition and approval of evaluators. This way the "Appraisers" menu would only be available during this period.
Information referring to an Excellence Evaluation for a certain worker.
Finish and Reopen Buttons
With them, it is possible to conclude an evaluation or reopen one already concluded. These are enabled:
- Finish Button
To the evaluator and coordinator users. - Reopen Button
Only for coordinator users. - 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.
Through this button, you can generate the individual reserves of IDP courses. This button is in the Evaluation and Grades folder, as reported in the definitions of evaluations, in:
Trainings: Performance and Competency Evaluation > Definitions > General, Focus of Evaluations folder, IDP Format and IDP Origin; and
Jobs and Salaries: 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.
- 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.
Calls the model defined on the General Definitions window, General folder, in the Excellence Model field. The CSAV020.HAB is available in the system copy, which is indicated to be defined on this button.
Exclusion of skills in the Grades grid
Will allow the COORDINATOR user to perform exclusion CTRL and DEL) of skills from the Grades folder. However:
- 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.
Sequence of evaluation.
- The following rules per process are available for this window:
- 98-Inclusion of Assessment of Excellence
- 99-Amendment of Excellence Assessment
- 100-Exclusion of Evaluation of Excellence
- 345-Conclude Reviews
- 346-Reopen Ratings
- 616-Generation Ratings - Employee Upload
- For conceptual feedback on evaluations, click here.
Evaluation
Evaluation Focus of the evaluated worker.
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.
- The field Cycle Code will only be displayed if the "Identify Cycle" mark on the General Settings Settings screen 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.
Extension date to carry out the evaluation.
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.
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 restrictions (indication of the Evaluation General Definitions window), this change will not allowed only when the evaluations ate completed or when any grade has already been reported in the evaluation items.
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 restrictions (indication of the Evaluation General Definitions window), this change will not allowed only when the evaluations ate completed or when any grade has already been reported in the evaluation items.
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).
Space intended to register comments/notes about evaluation and/or evaluated.
Register a Development Plan for the evaluated.
Example:
The sequence of courses, the reading of a book, a traineeship, etc.
Notes
Only the evaluator user can perform changes in the Grades grid, when using Evaluation Restriction different from N - No.
Skill code.
Grade assigned to the evaluated worker for a certain skill.
Last grade assigned to the evaluated worker for a certain knowledge.
This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) to be presented or not.
Goal (assigned by the evaluator) to be accomplished by the evaluated worker for a certain knowledge.
This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) to be presented or not.
Last goal (assigned by the evaluator) to be accomplished by the evaluated worker for a certain knowledge.
This field can be configured (in Skills > Evaluations > Performance and Competency > Definitions > General) to be presented or not.
Average
Presents (on the right inferior corner of the grid) the arithmetic average of skills.
This field will be presented only if the Present Average field is set as Y, (on the Evaluation Definitions window).
Allows inserting a comment referring to the evaluated item.
More detailed description about a particular skill of the grid.
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