User guide for Mid-Year Review -...

User guide for Mid-Year Review

For Employee (Appraisee), Appraiser 1, 2 & Matrix Manager *Not applicable for Australia

Updated as at 1 Nov 2016

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Table of Contents

Topic Page

Mid-Year Review Cycle 3

Friendly Icons Used in Mid-Year Review 4

Process Workflow 5

Part 1: Employee – Mid-Year Review Process 6

Part 2: Appraiser 1, 2 & Matrix Manager – Mid-Year Review Process

- Appraiser 1’s Role & Process 12

- Appraiser 2 & Matrix Manager’s Roles & Process 18

Part 3: Process to edit goals (if required) 21

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Step 1: Goal Setting

Step 2: Interim

Review

Step 3: Year End

Review

Mid-Sept to Mid Oct

Mid-Year Review Cycle

Performance Management Cycle: Financial Year April to March

Note: New Hires who joined after 1st July are exempted from Mid-Year appraisal.

4

Friendly Icons in Mid-Year Assessment

3

This icon shows the items that are mandatory but incomplete

This icon shows the name of staff(s) involved at a particular stage ¡

Print

View

historical

PM forms Save

as

PDF

Save

form

Shows no. of attached

documents by employee

5

Interim Review Process Overview

Appraisee’s responsibilities for interim review process are highlighted in green below:

2nd Appraiser

(EM2)

Direct Manager

(1st Appraiser/

EM1)

Employee

(Appraisee)

HRG

Review Goals

[Note: Amend

if needed. Ee

to inform 1st

Appraiser to

Un-Approve

goals]

1st Appraiser

input

comments (2nd Appraiser/

Matrix Manager

input

comments, if

any) 1-1 mtg with

Employee

[Provide

interim

constructive

feedback on

performance

progress &

action plan]

Mid-

September

Launch of

Interim Review

Input year

to date

achieveme

nts

Un-Approve

Employee’s

Goals and

inform

Employee

when done

Update Goals

and submit to

1st Appraiser

to approve

Approve

Employee’s

Updated

Goals and

inform

Employee

when done

End-

October

If Employee Goals Needs To Be Edited

1st

Appraiser

edit

comments

(if needed)

& Submits

Form

Part 1: Employee – Mid-Year Review Process

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Step 1 : Employee receives email notification that Mid Year Assessment has started. To start, click

on URL link in the email to access the online mid year assessment form

.

Email Notification – Start Mid-Year Assessment

For Employee For Appraiser 1 For Matrix Manager For Appraiser 2

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Step 2 : At the login screen, enter username (example: [email protected]) and

password. Click on Log In button

.

Log In


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Step 3 : Review your goals set at beginning of Financial Year.

If changes are needed, approach your Appraiser 1 to Un-Approve Goals online

For instructions to edit goals, see “Part 3: Process to edit goals (if required)”

Mid-Year: Review your Goals


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Step 4 : If no changes to be made to your goals, you can proceed to input Mid-Year

Achievements for each goal. Provide overall comments for Mid-Year Competencies and

Achievements. Indicate On-Track or Off-Track.

Scroll to the end of the page and click Submit. Click Submit again to confirm email notification to

be sent to your Appraiser 1, Appraiser 2 & Matrix Manager (If applicable) . If you would like to

submit the form later, click Save and Close instead.

Input Mid-Year Achievements


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2 1

4

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Log Out

Step 5: After submitting, you will be brought to My Forms - Inbox.

Click on your name on top right hand and click Log out.


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Part 2: Appraiser 1’s Role & Process

12


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Step 1 : Once the employee submits the completed mid year self assessment, Appraiser 1 will

receive email notification that Employee’s Mid-Year Assessment requires action.

To proceed, click on URL link in the email to access the online Mid-Year Assessment form

.

Email Notification – Mid Year Assessment


NOTE:

Once employee submits the completed mid year self assessment, Appraiser 2 and Matrix Manager will receive

similar email notifications to input their comments, if they wish. This is an optional step.

Note that Appraiser 2 and Matrix Manager will not be able to complete and submit their comments if Appraiser 1

clicks on ‘submit’ button before their action.

.

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Step 2 : At the login screen, Appraiser 1 to enter username (example: [email protected])

and password. Click on Log In button

.

Log In


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Step 3b : Before the 1-1 discussion with employee, Appraiser 1 should complete his/her portion on

employee’s mid-year achievements: provide On-Track/ Off-Track assessment, Mid-Year comments and

what employee has ‘Done Well’ and ‘Can Do Better’.

Appraiser 1 should discuss employee’s performance with Appraiser 2 and Matrix Manager(if applicable).

Select Yes that you have discussed with Appraiser 2 and Matrix Manager. Click Save and Close.

Meet up with Employee on 1-1 basis to provide constructive feedback for year-to-date performance.

Mid-Year Assessment – Appraiser 1 (1/2)


1

4

2

3

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Step 3c : After 1-1 conversation with your employee, edit your comments (as necessary).

Click Submit. Click Submit again to confirm email notification to be sent to Employee, Appraiser 1, Appraiser

2 and Matrix Manager.

Mid-Year Assessment – Appraiser 1 (2/2)

Note : Ensure that Appraiser 2 & Matrix Manager comments are entered before Appraiser 1 submits the form.

Otherwise Appraiser 2 and Matrix Manager will not be able to put in comments.


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Log Out

Step 4: After submitting, you will be brought to My Forms – Inbox (shows no form pending for your action)

Click on your name on top right hand and click Log out.


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6

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Part 2: Appraiser 2 & Matrix Manager’s Role & Process


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Step 1 : Once the employee submits the completed mid year self assessment, Appraiser 2 &

Matrix Manager will receive email notification that Employee’s Mid-Year Assessment requires

action.

To proceed, click on URL link in the email to access the online Mid-Year Assessment form

.

Email Notification – Mid Year Assessment


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Once employee submits the completed mid year self assessment, Appraiser 2 and Matrix Manager will

receive similar email notifications to input their comments, if they wish. This is an optional step.

After discussion, access online form to provide Overall Mid-Year Comments. Click Save and Close.

Optional Step: Mid-Year Assessment - Appraiser 2 & Matrix Manager

Note : Ensure that your comments are entered before Appraiser 1 submits the form. Otherwise, you will not

be able to put in your comments.


1

2

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Part 3: Process to edit goals (if required)


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Step 1 : At the login screen, enter Manager username (example: [email protected]) and

password. Click on Log In button

.

General note: During Mid-Year Review, employees goals that were approved previously might

require amendments. Appraiser 1 needs to Un-Approve and subsequently Approve goals by

accessing the employee’s goal plan.

Note: Only Appraiser 1 have the rights to un-approve submitted goals

Appraiser 1: Un-Approve Goals via Goal Plan (1/4)


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Step 2 : At Home Page below, click HOME, then GOALS.

.

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1



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Step 3 : Check that you are looking at the correct Goal Plan for the correct year.

Step 4: Click drop down box to search for your employee’s name or type in the search bar. Click

on the name and you will be able to see the employee’s goals

.

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Step 5 : Click on Un-Approve and notify the employee. No automated email notification will be

sent when goals are un-approved.

Note : Ensure that the goals total weightage are maintained in accordance to the requirements.

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General note: Once your Appraiser 1 (EM1) has un-approved goals online, follow the steps

below to update goals and send back to Appraiser 1 for approval.

Step 1a : Employee Log in to system via URL:

https://performancemanager5.successfactors.eu/login?bplte_company=SMBC

From Home page, click on Home > Goal

Employee: Update Approved Goals (1/3)


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Step 1b : Ensure you are in the Correct FY Goal Plan. Click on Action icon beside the specific goal

to edit, view or delete it. Note : Ensure that overall weightages are maintained.

Save Changes as required. Submit your goals.

Inform your Appraiser 1 so he/she can access the system to approve the updated goals



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Ensure it’s the correct FY Goal 2

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Step 1c : After your Appraiser has approved your updated goals, you may proceed with mid year

assessment. Log in to the system, click on Mid-Year Self Assessment under To Do on the home

page.



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The End

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