{"id":12361,"date":"2021-06-19T15:52:00","date_gmt":"2021-06-19T20:52:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=12361"},"modified":"2023-11-15T14:11:27","modified_gmt":"2023-11-15T19:11:27","slug":"implementation-training-part-7","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=12361","title":{"rendered":"Implementation Training &#8211; Part 7"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>Select Coaching then Reviews from the left Menu<\/li>\n<\/ol>\n\n\n\n<p><strong>2.<\/strong> <strong>Performance Tab<\/strong><br>Select The employee you would like to Review and Select the Period for the Review<br><\/p>\n\n\n\n<p>You will now be on the Performance tab. <br>Here you can view their <strong>Performance Objective Trends<\/strong> based on their Objective Score and Role Average. You can&nbsp;also view any Objectives that have been set for the user. <br>Previous reviews for the user are archived below the Trend Chart and can be reviewed before conducting the user\u2019s new review.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<p><\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p><\/p>\n\n\n\n<p style=\"margin-left: .5in;\"><strong>NOTE:<\/strong><span style=\"mso-spacerun: yes;\">&nbsp;&nbsp; <\/span>At each step through the review process, you have the option to &#8220;Save Progress&#8221; so you can save where you are and pick it back up later.<\/p>\n<p style=\"margin-left: .5in;\">When you are ready to move forward with the review select Next to move to the Behaviors tab.<\/p>\n<p><strong>3 .&nbsp; Score your employees in Behaviors<\/strong><br>Behaviors Tab &#8211; Here you can view their PI documents (if selected in the user&#8217;s profile) as well as score their Role Behaviors.<\/p>\n<p><\/p>\n<p><\/p>\n\n\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p><strong>4.<\/strong> <strong>Score your employees in Values <\/strong><br \/>Values Tab &#8211; These are\u00a0the\u00a0questions\u00a0set in your organization\u2019s setup to ensure employees are aligned with organizational values. \u00a0The company values are pulled directly from Company Setup and are the same throughout an organization <br \/>Score your employee in Values<\/p>\n<p>When finished scoring Values, select Next to move to the Skills tab<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12369\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Reviews-5-1024x644.png\" alt=\"\" width=\"865\" height=\"544\" \/><\/figure>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\u00a0<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p><strong>5.<\/strong> <strong>Score your employees in Skills <\/strong><br \/>Skills Tab. Here you will find questions based on the employee\u2019s role; Use this to coach an employee on the skills needed to excel in their role Select \u201cNext\u201d to go to the; Alignment; tab\u00a0 \u00a0<\/p>\n<p>When finished scoring Skills select \u201cNext\u201d to go to the; Alignment tab\u00a0<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12372\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Review-6.png\" alt=\"\" width=\"876\" height=\"608\" \/><\/figure>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p><strong>6.<\/strong> <strong>Score your employees in Alignment <\/strong><br \/>Alignment<strong> Tab<\/strong> &#8211; Here you will find questions based on the employee\u2019s role; Use this to coach an employee on the skills needed to excel in their role.<\/p>\n<p>When finished scoring your employee in Alignment, select Next to move to the Actions tab.<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12373\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Reviews-7.png\" alt=\"\" width=\"876\" height=\"592\" \/><\/figure>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>7<strong>. Document Post Review Actions<\/strong><\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p><strong>Actions Tab<\/strong> &#8211; \u00a0On the Actions tab, management can set action items, which are key; items for the user to focus on through the next period. There is also a box where management can enter; their coaching plan, documenting what was discussed and suggestions for how the employee can improve over the next period\u00a0 \u00a0<br \/>You may also attach any files you like to further document your Coaching\/Action plans for the employee, just click Browse to attach your files.<\/p>\n<p>The \u201cAdd Performance Plan\u201d button will show a performance improvement plan section for serious conversations and coaching items, such as write-ups,\u00a0and allows for signed documentation to be attached, if required.\u00a0<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12375\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Review-7-1024x619.png\" alt=\"\" width=\"873\" height=\"527\" \/><\/figure>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>8<strong>. <\/strong> <strong>Complete Review<\/strong><\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<p>Once you are done, click the green <strong>Complete Review<\/strong>\u00a0button at the bottom of the last tab to save and submit the review<br \/><strong>WARNING<\/strong>: Once that review has been &#8220;completed&#8221; it can NOT be re-edited.<\/p>\n<p>\n\n<\/p>\n<p>\n\n<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12376\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Review-8-1024x602.png\" alt=\"\" width=\"888\" height=\"521\" \/><\/figure>\n<p>\n\n<\/p>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\"><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n","protected":false},"excerpt":{"rendered":"<p>2. Performance TabSelect The employee you would like to Review and Select the Period for the Review You will now be on the Performance tab. Here you can view their [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":12381,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[43],"tags":[27],"class_list":["post-12361","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-implementation","tag-implementation"],"wps_subtitle":"Performance Reviews","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12361"}],"version-history":[{"count":1,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12361\/revisions"}],"predecessor-version":[{"id":15154,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12361\/revisions\/15154"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}