Performance Monitoring Form Report

Overview

This report generates a Performance Monitoring Form that includes the following information: Name, Job Title, Directorate / Section / Department (organization/institution), Key target areas for the month/year, Achievements and Shortfalls, Action Plan, and Employee and Manager signatures.

An example of the report is shown below.

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Definition of Report Fields

The Performance Monitoring Form Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Environment	The environment that the Performance Monitoring Form is being held in.
Filter	Filter Criteria as entered under the Performance Monitoring Report
Employee ID	Employee's unique identification code
Employee Name	Name of Employee or Civil Servant
Schedule Period	Name of starting period (e.g. 1st Half)
Period Start	Date it starts (e.g. Jan 1, 2008)
Position ID	Employee Position unique identification number
Position Title	Current Job Title of employee.
PA Start Date	Actual Start Date of Performance Appraisal.
PA End Date	Actual End Date of Performance Appraisal.
Main Responsibilities	Description of job responsibilities
Achievements	Information of Employee's Achievements.
Objective	Performance Appraisal objective name
Timeframe	The target date associated with the given performance appraisal objective
In Personal Learning Plan?	indication of an associated Personal Learning Plan
Status	Status of Performance appraisal.
Original Action Plan	Action plans, if any, for the given objective
Yardstick / Performance Measures:	General text on what will be measured
Action Plan / Appraiser Commentary	Action plan for this objective (what employee will deliver) and/or appraiser's comments.
Employee Name	Employee's name.
Employee Signature	Employee's Signature.
Appraiser's ID and Name	Appraiser's unique identification code
Appraiser's Signature	Signature of Appraiser(s)

Generation of the Report

Overview

This report generates a Performance Monitoring Form that includes the following information: Name, Job title, Directorate / Section / Department (organization/institution), Key target areas for the month/year, Achievements and shortfalls, Action plan and way forward to meet shortfalls, and Employee and manager signatures.

To GENERATE this report, follow the steps below:

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The Performance Monitoring Form Report includes the following filter criteria available for the report:

Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Institution unit. If selected, the report will include the selected Institution unit. Refer to Instituitons for more information.
Employee Position - Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit. Refer to Employee Position for more information.
Performance Appraisal Schedule Period - Performance Appraisal Schedule Period unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Performance Appraisal Schedule Period unit. If selected, the report will include the selected Performance Appraisal Schedule Period unit. Refer to Performance Appraisal Schedule for more information.

If all filter criteria are left blank, all Institutions, Employee Positions, and Performance Appraisal Schedule Periods will be included in the Report, as well as the Institutions, Employee Positions, and Performance Appraisal Schedule Periods allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.