Performance
Plan is the process of planning an
employee's future work goals and objectives within the wider context of an
organisation. A Performance Plan includes an assessment of the progress of an
employee towards predetermined goals and any subsequent actions that may be
required such as training.
Performance Plan workflow is as
follows:
-
Create a Performance
Plan
-
Maintain the plan and
update measures
-
Review and Close
Reports
-
Performance Plan
Maintaining Performance Plan:
-
Performance Plan. see figure 1
-
Code - system assigned
-
Employee
-
Plan
Date
-
Review
Date
-
Completion
Date
-
Performance - Enter the current performance
score of the employee
-
Potential - Enter the potential score of the
employee
-
Status
-
Notes
-
Void
- Measure - Enter the KPI's to be addressed in the
performance plan.
- KPI Code
- Measure - Select the
measures or weights achieved by the employee
- Notes
- Development
Plan - Enter the courses the
employee needs to complete the performance plan.
- Course Code
- Notes
- Action
Plan - Enter the objective of goals to
achieve in the performance plan
- Goals
- Evidence - Enter
details of how the goal is weighed or observed
- Evidence Date - Enter the
date of accomplishment for the above
- Notes
- Additional Fields, Notes, Attachments and
Tasks
Figure 1:
Performance
Plan