Adding a KPI
Appraisal Periods are configured by the Administrator and individuals select the relevant period from a drop-down list.
1. Absolute Scorecard:
KPI’s (with Targets, weightings, Source of Evidence and Score Definitions) are developed and approved by the relevant Manager. Job Profiles with KPI’s can save a lot of time & effort, and help with KPI alignment to the Manager. Managers can use the Manager’s Brief feature as a record of any discussions or requirements.
At the end of an appraisal period, individuals are reminded to score their KPI’s. Because the rating scale has pre-approved score definitions, all that is required is the actual result – epic accurately calculates the ratings and incorporates the weightings to produce the final score.
Score Definition Example
Documents can be added as a Portfolio of Evidence and a Training Needs Analysis can be completed as part of the appraisal. Manager signs off and KPI’s can be imported to set up the next period.
A comprehensive PDF report is produced of each individual appraisal (available to individuals and their Managers), and all results for the period can be exported to Microsoft Excel for HR’s records.
An Appraisal Report
Alternative options also available if required include:
2. Numeric scorecard:
This is subjective and requires an agreed rating once the individual and the manager have each completed their own independent rating.
3. Non-numeric scorecard:
Rating scales are categories
(Exceeded Expectations; Fully Met; Met Some; Not Met)