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5.HR PMS

  • A Performance Management System (PMS) is a used by HR teams to measure and analyze employee performance.
  • Organizations use this system to help their workforce enhance productivity by improving their performance over time.
  • Performance management systems typically cover performance appraisals and employee development.

    Dashboard

    Steps:
  • Go to the Menu List.
  • Click on HR Module
  • Then Go to the PMS tab.
  • HR PMS Dashboard will be shown as below:-





    5.1.To Review Tab:
  • To review tab displays the employee's data whose appraisal is pending.
  • The history tab displays the employee's data that has been reviewed.
    Steps
  • Click on HR Module Tab
  • After that, show a menu with drop-down options, and select HR PMS
  • Then go to the To Review tab




  • On click of the Start Review icon, Users can view the Performance Question Review and then the Submit Review.





    5.2.KPI Rule Tab:
  • We can add new template in KPI Rule tab
  • In KPI Rule tab, we can allocate staff
    Steps
  • Click on HR Module Tab
  • After that, show a menu with drop-down options, and select HR PMS
  • Then go to the KPI Rule Tab





    5.2.1. New Template:
  • When User click on template button, add new Template shown as below image:-





    Steps:
  • Go to the KPI Rule Tab.
  • then click on Templates button.
  • then click on New Template button.
  • Add New template by default display form will get open as per the below image.




  • Enter all required details.
    1.Title: Enter the Title new template name.
    2.Category: Select the Category from the dropdown menu.
    3.Frequency: Select the Frequency from the dropdown menu.
    4.Tags: Enter the tags.
    5.Description: Enter the Description.
  • After filling all the mandatory fields click on the Submit button. On click of submit, Reports will be added successfully.





    5.2.2. Add Question List:
  • When user click on Template button, the new template add question list will then open.
    Steps:
  • Go to the KPI Rule Tab.
  • then click on Templates button.
  • then click on New Template button.
  • Add Question list icon by default display form will get open as per the below image.




  • Create Question List button by default display form will get open as per the below image.




  • Click on Adding Question List button by default display form will get open as per the below image.




  • Enter all required details.
    1.Title: Enter the Title new question
    2.Category: Select the Category from the dropdown menu.
    5.Description: Enter the Description.
    4.Ref Link: Enter the Ref Link.
    4.Tags: Enter the tags.
  • After filling all the mandatory fields click on the Submit button. On click of submit, Reports will be added successfully.




    5.3.Staff History Tab:

  • The staff history tab displays staff members PMS ratings, performance, and potential by name.
    Steps:
  • Go to the HR Module.
  • then click onHR PMS tab.
  • then click on Staff History tab
  • PMS Rating Performance which are closed will get stored in the Staff History tab.




  • On click of the Staff History icon, users can view Performance Staff Summary.





    5.4. Overview Tab:

  • The overview tab displays a department-specific perspective of the PMS Rating 9 box analysis.
    Steps
  • Click on HR Module Tab
  • After that, show a menu with drop-down options, and select HR PMS tab
  • Then go to the Overview tab




    5.5. History Tab:

  • History tab gives the view of all Performance Review Records that are already existing.
    Steps
  • Click on HR Module Tab
  • After that, show a menu with drop-down options, and select HR PMS tab
  • Then go to the History tab




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