Performance Appraisal Management
Job Evaluation Report
Overview
Job Evaluation Form is used to analyze the personnel requirements for a given Employee Position. This report shows the job position information for an Institution, as well as Degrees, Certificates, Skills, Financial Information and Salary Ranges.
An example of the report is shown below:
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Definition of Report Fields
The Job Evaluation Report includes the following fields:
Report Field | Description |
| Report Date | Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system. |
Report Time | Time of report generation. This is automatically generated by system. |
| User | User who generates the report. |
| Page | Page Number. |
| Posititon ID | Employee Position ID. Refer to Employee Position for more information. |
| Job Title | Description of the position. Refer to Employee Position for more information. |
| Reports To | The person that the employee will report to. Refer to Employee Position for more information. |
| Work Location ID | The location ID for the position. A position can have one or have no work location. Refer to Employee Position for more information. |
| Start Date | Start date of this Employee Position as entered under Employee Position. |
| End Date | End date of this Employee Position as entered under Employee Position. |
| Institution | The organization unit that the position belongs to. Refer to Employee Position for more information. |
| Work Location Name | The name of the work location for the position. Refer to Employee Position for more information. |
Description | Job description as entered under Employee Position. |
| Number of Years of Experience | Required number of years of experience as entered under Generic Position. |
| Salary Scale | Salary scale linked to this employee position as entered under Cost Item Scale Group. |
| Cost Item Scale | Cost Item Scale that is linked to this employee position as entered under Cost Item Scale. |
| Level | The level associated with the cost item scale. |
| Effective Date | This is the date the collective agreement was signed |
| Step | Cost Item Scale Step |
| Minimum Amount | The minimum monetary amount for the step |
| Maximum Amount | The maximum monetary amount for the step |
| Default Amount | The default amount for the step. |
| Degree Description | The description of all degrees linked to the employee position, as entered under Employee Position. |
| Certificate Description | The description of all certificates linked to the employee position, as entered under Employee Position. |
| Mandatory Certificates | The system will determine if a certificate is mandatory according to what is entered under Employee Position. |
| Skills Description | The description of all certificates linked to the employee position, as entered under Employee Position. |
| Mandatory Skills | The system will determine if a skills is mandatory according to what is entered under Employee Position. |
| Position Financial Coding Block | The Coding Block code linked to the employee position as entered under Employee Position. |
| Percentage | The percentage associated with the coding block code, as entered under Employee Position. When there is only 1 financial coding block, then the percentage is 100. When there are many lines of financial coding block, the sum of all the lines must add up to 100 percent. |
Generation of the Report
The Job Evaluation Form is used to analyze the personnel requirements for a given Employee Position.
To GENERATE a Job Description Report, follow the steps below:
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The Job Evaluation Report includes the following filter criteria available for the report:
- Employee Position - Generic Position (optional parameter) can be selected using the Lookup icon
, and Find icon 
to retrieve the Employee Position. Refer to Employee Position for more information. - Institution - institution can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. Refer to Institution for more information.
- Coding Block - coding block (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the coding block.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the 
, 
, 
, 
, and 
icons.
Target Setting Form Report
Overview
This report generates a Target Setting Form that includes information such as Name, Job title, Directorate, Section, Institution,Time frames, Key Deliverables, Targers for the Year, and Employee and Manager Signatures.
An example of the report is shown below.
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Definition of Report Fields
The Target Setting 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 |
| Employee ID | The identification number of the employee |
| Employee Name | The name of the employee associated to the identification number |
| Position ID | The identification number of the position |
| Position Title | Position description |
| Main Responsibilities | Brief description of the duties and responsibilities associated to the position of the employee |
| PA Start Date | The date that the performance appraisal process begins |
| PA End Date | The date that the performance appraisal process finishes |
| Objective | Provides the name of the objective of the performance appraisal |
| In Personal Learning Plan? | Indication of an associated Personal Learning Plan |
| Action Plan | Provides the Action Plan of the performance appraisal |
| Yardstick / Performance Measures | Provides a measurement criteria associated to the performance appraisal |
| Timeframe | Defines a target date for the performance appraisal |
| Employee Name | The name of the employee being critiqued |
| Employee Signature | The personal signature of the employee |
| Appraiser's ID and Name | The name and identification number of the appraiser |
| Appraiser's Signature | The personal signature of the appraiser |
| The e-mail address of the appraiser |
Generation of the Report
The Target Setting Form Report generates a Target Setting Form that includes information such as Name, Job title, Directorate, Section, Department, Time frames, Key Deliverables, Targets for the Year and Employee and manager signatures.
To GENERATE the Target Setting Form Report, follow the steps below:
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The Target Setting Form Report includes the following filter criteria available for the report:
- 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 and all Employee Positions reporting to the selected Employee Position. Refer to Employee Position for more information.
- Institution - Select Institution from available list.
If all filter criteria are left blank, all Institutions and Employee Positions will be included in the Report, as well as the Institutions and Employee Positions 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.
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.
Navigation 
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
To GENERATE this report, follow the steps below:
Navigation
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.