goal setting phase - pms end...go-live documentation & users’ guidelines. version: 1.0, issue...

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Go-live Documentation & Users’ Guidelines. Version: 1.0, Issue Date: 20.04.2020, Prepared by: ERP-HR Page 1 of 24 Go- Live Documentation & User Guideline: V1.0 Issue date: 20.04.2020 Goal Setting Phase: CONTENTS OILEP Appraisal Links Overview Work List Request Reporting Channel Change View Manager’s Goal Role Card View Goal Setting (Appraisee) Set KPI’s Goal Setting Approval (Reporting Authority) PDF Tabular View of KPI’s Maintain Critical Incident Diary Prepared by - ERP-HR

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Page 1: Goal Setting Phase - PMS End...Go-live Documentation & Users’ Guidelines. Version: 1.0, Issue Date: 20.04.2020, Prepared by: ERP-HR Page 6 of 24 Goal Setting (Appraisee) – Set

Go-live Documentation & Users’ Guidelines. Version: 1.0, Issue Date: 20.04.2020, Prepared by: ERP-HR Page 1 of 24

Go- Live Documentation & User Guideline: V1.0

Issue date: 20.04.2020

Goal Setting Phase:

CONTENTS

OILEP Appraisal Links

Overview Work List

Request Reporting Channel Change

View Manager’s Goal

Role Card View

Goal Setting (Appraisee) – Set KPI’s

Goal Setting Approval (Reporting Authority)

PDF Tabular View of KPI’s

Maintain Critical Incident Diary

Prepared by - ERP-HR

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OILEP Appraisal Links

Log in to OILEP with your user id and password.

Go to Employee Self Service Click on to expand ‘My Services’ Tile

Then click on ‘Appraisal’ Tab. Appraisal Applications are available here.

Back To Contents

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Overview Work List

Select the line item containing the current PMS cycle and then click on ‘Authority

Details’ to view your Reporting channels.

The reporting channels are displayed. If there is any correction to be made, select the

line item of the concerned Authority which needs to be corrected and then click on

‘Make Corrections’ button

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Page 4: Goal Setting Phase - PMS End...Go-live Documentation & Users’ Guidelines. Version: 1.0, Issue Date: 20.04.2020, Prepared by: ERP-HR Page 6 of 24 Goal Setting (Appraisee) – Set

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Request Reporting Channel Change

Type the salary code of the correct Authority and click on ‘Send for Approval’. A

system generated email shall be triggered to Personnel Department. Once Personnel

Department approves your request, you will receive a confirmation email and the

correct reporting channel will be reflected.

Note: You can work on drafting the Annual Work-plan only after approval of your request, if any, by Personnel

Department.

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View Manager’s Goal

Reporting Authority’s annual work plan can be viewed by selecting the line item of the

concerned performance cycle and then clicking on ‘Manager Goal’ button.

The Reporting Authority’s annual work plan (If available) will be displayed as a PDF

view.

Back To Contents

Page 6: Goal Setting Phase - PMS End...Go-live Documentation & Users’ Guidelines. Version: 1.0, Issue Date: 20.04.2020, Prepared by: ERP-HR Page 6 of 24 Goal Setting (Appraisee) – Set

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Goal Setting (Appraisee) – Set KPI’s

For goal setting, select the line item of current performance cycle with Substatus –

‘Goal setting-Appraisee’ and then click on ‘Edit’ button.

In the resultant screen, different steps in the entire PMS cycle are displayed and the

stage at which it is at present is prefixed with a yellow icon. The explanation of terms

like MoU measures, Competencies, KRAs, etc are also given here and a brief

guideline on how to set your KRAs and KPIs is also given on the left hand side of the

screen.

Back To Contents

Brief guidelines

Current stage prefixed in yellow icon

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Your role card (If mapped in ERP) can also be viewed by clicking on ‘Role card’ button.

To set your KRA/KPI, click on ‘KRA/KPI tab.

For selecting KPI from library click on ‘Add Appraisal element’ icon of ‘KPI Library’

button.

(Library is not available this year)

Please note that there can be a total of maximum of 12 KPIs and a minimum of 5

KPIs.

Back To Contents

Add Appraisal

element’ icon

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If KPI’s are mapped to your position, A library will be displayed. Click on arrow to

expand the library.

A list of KPIs will be displayed.

Back To Contents

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Select one or multiple KPIs from library and then click on ‘Ok’ button to add it.

The KPI (s) will be added accordingly.

Back To Contents

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You can enter your own KPIs, if KPIs from library is not available to your role. For that

click on ‘Add Appraisal element’ icon of ‘Free KPI’ button.

Click on it to create required numbers of KPI. For example, in the example given you

can click on the ‘Add Appraisal element’ icon of ‘Free KPI’ button five times to create

five KPIs. Similarly you can click on ‘Delete’ icon to delete any KPI.

Back To Contents

Delete icon

Add Appraisal

element’ icon

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Click on ‘Expand’ button and then select the ‘All’ option to expand the various fields in

the screen for your convenience. Or, expand fields against each KPIs by clicking the

expand arrow against the KPI.

All fields expanded

Back To Contents

Expand Arrow

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Except action plan, all other fields are mandatory. KPI and target has to be written

within 150 and 30 characters respectively. Weightage can be given only as 5%, 10%,

15% or 20%.

Fill up relevant fields for each KPI.

Expand Text option can also be used to expand the text box.

Back To Contents

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You can note down a date, if any discussion has taken place between you and your

Reporting Authority, for record purpose under “Planning Discussion Date – Appraisee’.

Please note that this field is not mandatory.

You can save the document as draft by clicking on ‘Save’ button at any point of time.

You can also save and exit the document by selecting on ‘Save and Exit Document’

radio button and then clicking on ‘Continue’ button.

Back To Contents

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After Saving and Before submitting, you can view the KPIs set by you in the form of

PDF output by clicking on ‘PDF Table View’ button.

The PDF view would be displayed as follows:

Back To Contents

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Once all the KPIs are set and ready to be submitted, you can select the radio button

‘Submit to Reporting Authority’ and then click on ‘Continue button to submit your

Annual work plan.

Then you will be directed towards the overview screen wherein the sub status will

change to ‘Review Goal Setting’ meaning that the document has gone to Reporting

Authority and is pending with him/her. You will not be able to edit this document now

as it has gone to the Reporting Authority. You can only view this document by selecting

the document and clicking on ‘Display’ button.

Back To Contents

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A mail will also be triggered to the appraise and appraiser as shown below.

Back To Contents

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Critical Incidents Diary

You also can also list down and submit Critical Incidents (if any) encountered during

the year by clicking on ‘Critical Incident Diary’ button.

You can write down the same as per the fields given below and click on ‘Submit’ button

to submit the same. Reporting Authority gets a mail on submit.

Back To Contents

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Goal Setting Approval

A mail will be triggered to the Reporting Authority once Appraisee has submitted

his/her Annual work plan, as shown below.

Link ‘Appraisal Documents – Appraiser’ is available as shown earlier in “OILEP

Appraisal Links”

Select the appraisal document of the Appraisee which you want to process and then

click on ‘Edit’ button.

Back To Contents

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View the Goal Setting by the Appraisee in the form of PDF output by clicking on ‘PDF

Table View’ button on the template for convenience.

The annual work plan of the Appraisee would be visible in the PDF view as shown

below.

Back To Contents

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You can also click on ‘Expand’ button and then select the ‘All’ option to expand the

KPIs set by the Appraisee in the screen for your convenience.

You can view the KPIs set by the Appraisee along with the targets, action plan,

weightages, etc by scrolling up/down vertically.

Back To Contents

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The annual work plan then can be approved by selecting the radio button ‘Approve

Goal Setting – KRA/KPI’ and then clicking on ‘Continue’ button.

However, if you want to return the document to the Appraisee for any corrections, you

have to select the radio button ‘Return to Appraisee’ and then click on ‘Continue’

button.

Back To Contents

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But if you want to return the document, you have to give reasons for the same as

system won’t allow you to return the same without specifying the reasons for it.

So specify the reasons for returning the document for corrections by writing the same

in ‘Return for Correction’ field.

Back To Contents

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Once the reason has been specified you can return the document by selecting the radio button ‘Return to Appraisee’ and clicking on ‘Continue’ button. A mail will be triggered to Appraisee on the same.

You can note down a date, if any discussion has taken place between you and your

Appraisee, for record purpose in under “Planning Disucssion Date – RP Auth’. Please

note that this field is not mandatory.

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Once the annual work plan has been approved, you will be directed towards the

overview screen wherein the concerned appraisal document will not be visible in your

overview screen as Goal setting process has been completed

A mail will also be triggered to the Appraisee as shown below on approval of Annual

work plan..

Back To Contents

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