Updated: Nov 16
A Steel Company in Jamshedpur, with both white collar and blue collar employees.
Company has a ready Paper/Excel based Performance Management System
Company wants to automate the same system with some changes
There will be 3 PMS Types, HODs, Officers and Associates
Goals for Officers will be set by Appraised and Approved by Reporting Manager and HOD in beginning of Year
Goals for Blue Collar workers will be preset by HR in beginning of the year
During course of Year Additional Assignments, Special Achievements and Training Requirements can be added to PMS Form
End of Year Appraisal is done with involvement of Employee, Reporting Manager, HOD and Management
Final Ratings, Promotions and Increments
Promotion and Increment Letter Generation
Acknowledgement of Promotion and Increment Letters by employee
System should be flexible to incorporate changes in new Appraisal Cycles
Probation Evaluation with Quarterly Reviews
Performance Improvement Plan Evaluation with Monthly Reviews
Promotion Evaluation for out of turn Promotion
Trainee Evaluation with Quarterly Reviews
Printed Booklet and Excel Based
Evaluations other than Appraisal were completely different paper based process
Deficiencies in Prior System
Lot of Paperwork
Monitoring and Follow ups
Data not available online
Multiple Processes requiring learning for HR Team and Employees
Employees did not have access to there past Evaluations
HRMates Solution for PMS
HRMates PMS was setup with 3 Templates.
Rules for mapping Templates with Employees were created.
Default Competencies and KRAs were created
Validation for KRA and KPI Counts along with Weightage distribution was setup
Calculators for Final Rating was setup
Beginning of Year Goal Setting Activity was kicked off for Officers.
Goal Setting for Blue Collar workers preset by HR with which worker has to accept.
Notifications and daily reminders were generated for Goal Setting
During the Year HR Managed Additional Assignments and Special Achievements
Appraisal Activity Kicked off at end of financial year.
HR Generated Talent Review Forms after end of Appraisal Activity
Management used Talent Review Form for Final Ratings
Charts created from Final Ratings for deciding Promotions and Increments
Promotion and Increment Letters issued generated automatically from HRMates and posted on Employee Portal
Employee Acknowledges Promotion and Increment Letter from System
HRMates reminds participants of pending actions by email on daily basis.
HR has a Management Dashboard to monitor the PMS Process
HRMates Solution for Additional Requirements
Using HRMates Generic People Evaluation System other Evaluations were setup for Probation, Trainee, Promotion and PIP
Letter Generation system was setup for above
Very little training was needed for above as it was very similar to PMS Process
The Evaluation process has run for 6 years.
Multiple changes were requested during this period and all changes successfully incorporated in very reasonable time frame