MyHR QRG 360 Evaluations Tracking and Reports

Quick Reference Guide 360 Evaluations Tracking and Reports

Transcript

1. © 2015 1 © 2015 18  August  2015 MyHR Quick  Reference  Guide 360⁰ Evaluation  Tracking  and  Reports
2. © 2015 2 What’s  in  this  Quick  Reference  Guide? 1.  Overview  of  360⁰  process 3.  Viewing  final  rating  report 360⁰  Evaluations 4.  Support 2.  Viewing  rating  progress
3. © 2015 3 18  August  2015 1.  Overview  of  360⁰  process
4. © 2015 4 1.  Overview  of  360⁰  process 360⁰  Evaluations Employee  selects   Raters  on  the   system Manager   approves   selected  Raters   on  the  system System   generated  Email   sent  to   approved  Raters   with   instructions Raters  Complete   ratings.  Ratings   can  be  viewed  on   the  system  * HR  and  Finance   process  kicks  off 360⁰   Complete *  includes  employee  self  rating 1 2 3 4 A  360⁰  performance  rating  provides  an  employee  with  the  opportunity  to  obtain  valuable  feedback   on  their  performance  from  multiplesources.  As  an  employee  you  will  rate  yourself  as  well  as  ask   your  managers,  clients  and  colleagues  to  provide  you  with  feedback.  This  feedback  is  used  to  gain  a   better  understanding  of  your  strengths  and  development  areas  and  should  give  you  a  holistic  view   of  how  you  are  viewed  by  your  Raters.
5. © 2015 5 18  August  2015 3.  Viewing  rating  report  – all  employees
6. © 2015 6 3.  Viewing  rating  report  – all  employees 360⁰  Evaluations Enter  your  Username,  Password  and  click  on   the  “Log  In”  button. Click  on  “Home”  at  the  top  left  of  your   landing  page  and  then  click  on   “Performance”. 1 1 2 2
7. © 2015 7 3.  Viewing  rating  report  – all  employees 360⁰  Evaluations On  the  left  of  your  screen,  under  “All  Forms”,   click  on  “Completed”. Under  the  “Form  Title”  field,  click  on  “My   360  Review  for  <your  name>.” 3 3 4 4 NOTE: As  a  manager  you  will  be  able  to  view   the  completed  360⁰ Reviews  for  your   employees  in  the  same  manner.
8. © 2015 8 3.  Viewing  rating  report  – all  employees 360⁰  Evaluations On  the  next  screen,  you  will  see  a  summary  of  the  360⁰  Review.  This  includes  an  “Evaluation   Summary”  of  who  has  completed  the  ratings.  Note  that  you  will  not  be  able  to  see  the  names  of   Raters,  but  you  will  see  the  category  of  your  Raters  (i.e.  peers,  self  etc.) Click  on  “Detailed  360  Report”. 5 5
9. © 2015 9 3.  Viewing  rating  report    – all  employees 360⁰  Evaluations On  the  new  window  that  opens,  you  will  see  a  Summary  Report  for  your  360⁰  Evaluation.  You  can   view  three  types  of  reports,  namely  a  Graphical  Summary  View,  a  Gap  Analysis  View  and  a  Rank   view.  Each  type  of  report  view  will  be  explained  in  detail.
10. © 2015 10 3.  Viewing  rating  report– Graphical  Summary  View 360⁰  Evaluations At  the  top  of  the  page,  click  on  “Graphical   Summary  View”. 1 1 The  colour-­‐legend  for  this  report  can  be  seen  on  the  top  right  of  the  page.   Note  that  you  can  also  filter  the  report  according  to  the  category  of   respondents.
11. © 2015 11 3.  Viewing  rating  report– Graphical  Summary  View 360⁰  Evaluations The  first  rating  is  the  Overall  Rating. This  shows  the  AVERAGE  SCORE  by  category   of  rater  –thus,  the  average  from  scores  given   by  the  direct  manager  or  a  peer  etc. In  the  Section  Comments  – Overall,  you  can   see  comments  by  all  the  Raters  on  the  overall   performance.  These  will  be  anonymous.
12. © 2015 12 3.  Viewing  rating  report  – Graphical  Summary  View 360⁰  Evaluations Scrolling  down  you  will  see  the  rating  PER  COMPETENCY.   This  will  include  the  criteria used  to  rate  the  competency,  the  ratingper  category  of  rater  (as  per   the  colour-­‐coded  legend)  as  well  as  the  anonymous  comments  made  for  this  specific   competency.   Continue  scrolling  down  to  view  the  rating  for  each  competency.
13. © 2015 13 3.  Viewing  rating  report  – Gap  Analysis  View 360⁰  Evaluations At  the  top  of  the  page,  click  on  “Gap  Analysis   View”. 2 2 This  report  enables  you  to  COMPARE  any  two  rater’s  ratings  with  each  other. You  can  thus  choose  to  view  the  difference  between  one  person’s  rating  of  a  competency  versus   what  another  person  rated  on  that  competency.
14. © 2015 14 3.  Viewing  rating  report  – Gap  Analysis  View 360⁰  Evaluations First  select  the  category  of  rater  you  wish  to   perform  the  Gap  Analysis  on.  You  can  only   select  two  categories  of  Raters  at  a  time. The  first  line  will  indicate  the  gap  between   the  overall  rating  (average)  from  each   category.  In  this  instance,  Jane  Doe’s  overall   rating  for  herself  was  7.00  and  her  manager’s   overall  rating  of  her  was  7.22.  The  gap  is  thus   0.22. 3 3
15. © 2015 15 3.  Viewing  rating  report  – Gap  Analysis  View 360⁰  Evaluations Scrolling  down  you  will  now  see  the  gap  analysis  PER  COMPETENCY.   This  will  include  the  criteria used  to  rate  the  competency,  the  ratingsof  the  categories  you  have   selected  for  comparison  as  well  as  the  gap.   Continue  scrolling  down  to  view  the  gap  analysis  for  each  competency.
16. © 2015 16 3.  Viewing  rating  report  – Rank  View 360⁰  Evaluations At  the  top  of  the  page,  click  on  “Rank  View”. 4 4 This  report  enables  you  to  view  your  competencies  RANKED  from  highest  to  lowest  based  on  the   received  ratings. You  can  choose  the  category  of  rater  in  the  legend.
17. © 2015 17 3.  Viewing  rating  report  – Rank  View 360⁰  Evaluations Scrolling  down  you  will  see  the  ratings  PER  RANKING  (from  highest  to  lowest).   This  will  include  the  criteria used  to  rate  the  competency  as  well  as  the  ratings  for  that   competency. Continue  scrolling  down  to  view  each  of  your  ratings  according  to  their  ranking.
18. © 2015 18 3.  Viewing  rating  report  – Printing 360⁰  Evaluations You  can  print  any  of  the  three  reports   available  by  clicking  on  “Print”  or  “PDF  Print”.   Remember  that  the  report  will  print  based   on  which  view  you  selected  and  is  currently   displayed  on  your  screen. 5 5
19. © 2015 19 18  August  2015 2.  Viewing  rating  progress  – manager
20. © 2015 20 2.  Viewing  rating  progress  – manager 360⁰  Evaluations Enter  your  Username,  Password  and  click  on   the  “Log  In”  button. Click  on  “Home”  at  the  top  left  of  your   landing  page  and  then  click  on   “Performance”. 1 1 2 2
21. © 2015 21 2.  Viewing  rating  progress  – manager 360⁰  Evaluations At  the  top  left  of  the  page,  click  on  “All   Forms”. You  will  now  see  your  own  360⁰  evaluation   form,  as  well  as  your  direct  reports’  forms   and  any  evaluations  you  have  been   nominated  to  complete. Click  on  the  form  for  the  employee  whose   360⁰  evaluation  progress  you  wish  to  view.  In   this  case,  “My  360  Review  for  Jane  Doe”. 3 4 3 4
22. © 2015 22 2.  Viewing  rating  progress  – manager 360⁰  Evaluations On  the  new  page  that  opens,  you  will  now  see  a  summary  of  the  review  for  the  selected   employee.  This  includes  which  Raters  have  completed  the  evaluation  as  well  as  the  *average   rating  per  Rater. *
23. © 2015 23 2.  Viewing  rating  progress  – manager 360⁰  Evaluations In  the  Evaluation  Summary,  you  can  view  the  status  of  the  various  360⁰  evaluations  that  were  sent   out.     NOTE that  you  will  only  be  able  to  view  the  Category  of  each  selected  Rater  as  their  names  will  be   anonymous.  This  is  to  ensure  that  feedback  cannot  be  linked  to  a  particular  person. 5 5
24. © 2015 24 2.  Viewing  rating  progress  – manager 360⁰  Evaluations As  the  manager,  you  may  choose  to  “Add  New  Participants”  which  will  allow  you  to  select  more   Raters  for  the  particular  employee. 6 6 NOTE: Do  not  use  the  “Remove  Selected  Participants”   functionality.  No  feedback  should  be  deleted  from   the  360⁰  evaluation  and  Raters  are  anonymous.
25. © 2015 25 2.  Viewing  rating  progress  – manager 360⁰  Evaluations In  addition,  you  can  select  to  “Send  Reminder  to  All  Participants”  to  complete  the  evaluation.  Note   that  this  option  is  most  suitable  when  no  responses  have  been  receive. You  may  also  choose  to  “Send  Reminder”  to  certain  individual  Raters.  Note  that  you  will  not  be   able  to  see  the  name  of  the  rater,  but  only  the  category  of  rater. 7 8 7 8
26. © 2015 26 2.  Viewing  rating  progress  – manager 360⁰  Evaluations On  the  same  page,  you  can  select  to  “Recall”  your  evaluation  of  the  particular  employee.  This  will   give  you  the  opportunity  to  redo  the  rating. Finally,  you  can  select  to  “Send  Back”  the  rating  to  any  rater  for  additional  information.  A  comment   box  will  open  which  allows  you  the  opportunity  to  specify  what  additional  information  (eg.   Comments)  you  need. 9 9 10 10
27. © 2015 27 18  August  2015 4.  Support
28. © 2015 28 4.  Support ..EISH I  DON’T  REMEMBER Read  the  fabulous   manual…or  Quick   reference  guide  (QRC) Sorted AWESOMENESS Not  sorted Contact  your  Divisional   MyHR  owner Not  sorted Contact  system  admin Sorted AWESOMENESS Sorted AWESOMENESS I  CANT… Do  something  that  the   training  or  QRG  said  I   could Re-­‐read  the  fabulous   manual…or  Quick   reference  guide  (QRC) Sorted AWESOMENESS Not  sorted Contact  your  system   admin Sorted AWESOMENESS THE  SYSTEM  WON’T …she  is  broken Contact  your  system   admin Sorted AWESOMENESS 360⁰  Evaluations
29. © 2015 29 For  any  support  related  to  access,  username  or  password  issues  contact  support  at   MyHRSupport@britehouse.co.za 4.  Support Please  contact  your  HR  representative  for  any  other  issues.   360⁰  Evaluations
30. © 2015 30 N      t  the  end,  only  the  end  of  the   beginning.
31. © 2015 31 18  August  2015 Thank  You! Questions