performance management system
Contents
1. resource allocation 1 KPIs for staff for 2012 correctly entered in the system Performance by 5th April 2012 et 2 Mid Year appraisals carried out by july 15th 2012 3 Meets Expectations Financial and Statutory Reporting amp compliance The report show all your details and what you have score It also shows your final rating The appraisee is given a grace period of 14 days when he she can edit the appraisal before submitting it to the supervisor ADDING NOTES At the bottom of the report the appraisee can indicate training needs and recommendations as a note TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 9 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL DRIVE FOR Understands their objectives priorities have a clear plan to deliver them RESULTS Takes responsibility for delivering their contribution to the business goals Seeks immediate help advice if targets are at risk of not being met Views achievements of objectives as a must amp Meets Expectations Is open to new ideas Shares problems with others in order to find the best solution Comes up with practical ideas for ongoing problems Suggests creative ways to simplify processes Recognizes that even the most basic tasks can be improved Seeks to understand the need for change 5 CREATIVITY Meets Expectations Total KCA score 500 Rating 30 30 Points Final Rating 100 Notes Training Needs Recommendations Actions2. HLINE MANAGEMENT CONSULTANTS LIMITED Page 4 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL 2 Enter the new password 3 Click change password button 4 Ifyou don t want to change click cancel CONDUCTING SELF APPRAISAL To conduct an appraisal click on the new appraisal button the following window opens NORTHERN RANGELANDS COMPANY LTD gr Performance Management System f Dashboard Z KPA s New Appraisal g Appraisals History 4 Search Logout Back You are Logged in as Andrew Lelias Lentoijoni Change Password SELECT EMPLOYEE SELECT PERIOD AND EMPLOYEE TO APPRAISE Period 2012 v Appraisal Time End Year v Employee Select Employee v Appraise Cancel Touch Perf v2 0 2012 Touchline Management Consultants Ltd 1 Select period Click on the down arrow next to period and select the right period 2 Select duration Click on the down arrow next to quarter and select the right appraisal time 3 Select Employee Click on the down arrow next to employee and select your name TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 5 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL Performance Management System RANGELANDS COMPANY LTD ia I Dashboard KPA s Q New Appraisal Appraisals History Search Logout Back You are Logged in as Andrew Lelias Lentoijoni Change Password SELECT EMPLOYEE Mid Year E Emp
3. OF TERMS PMS performance Management System KPA Key Performance Area KPI Key Performance Indicator TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 2 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 20 12 MANUAL LOADING THE SYSTEM Open up your browser preferably Mozilla firefox and type http 192 168 0 7 8083 in the address bar The screen below will appear NORTHERN RANGELANDS COMPANY LTD Performance Management System Dashboard Sf User Login Admin Back Company Information Administration Community Research amp ane ae ee Ce Monitoring Mission Vision Strategic Ensure the conservation management and sustainable use of Enterprise Special Finance amp Objectives the natural resources within the Trust Area Development Programmes Administration Promote and develop tourism and all other environmentally sustainable income generating projects within the Trust Area Promote culture education and sports of the residents of the Trust Area Security Promote better health of the residents of the Trust Area through the provision of better health services and facilities Alleviate poverty of the inhabitants of the Trust Area through improved social services provision of employment and establishment of community based enterprises Promote and support trusts corporations NGOs and other charitable organisations with similar objects to those of the Trust In this screen one is able to s
4. Save Submit to Supervisor SAVING THE APPRAISAL Save If you are Satisfied with the appraisal report you can save it by clicking the save button _Save EDITING THE APPRAISAL If you are not satisfied with the appraisal or you made a mistake during appraisal you can edit the appraisal with the 14 days before you submit it to your supervisor TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 10 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 20 12 MANUAL To edit the appraisal click on the edit appraisal link the following window opens Dashboard KPA s New Appraisal Appraisals History Search E Logout Back You are Logged in as Andrew Lelias Lentoijoni Change Password Editing Lentoijoni Andrew Lelias s Appraisal for the Mid Year appraisal of 2012 APPRAISAL KPA s DETAILS APPRAISING AN EMPLOYEE WITH REGARD TO THE KPA s SET KEY RESPOSIBILITIES Finance amp Admin Manager Show Hide ao sa 2 A nnn OR NTT 1 Internal control High level adherence to NRCL financial Marginal Performance i procedures ipolicies and regulations Rolo Piijoetstens Properly designed Finance Hygiene P work plan e Meets Expectations Proper Financial systems in place O Exceeds Expectations Outstanding Next gt gt PP It shows that your editing your appraisal of that period you can change the score and comment and then save it SUBMITTING TO SUPERVISOR If you are s
5. Touchline Management Consultants Ltd The Mall Westlands 2nd Floor P O Box 38813 00623 Nairobi Kenya PERFORMANCE MANAGEMENT SYSTEM User Manual NORTHERN RANGELANDS COMPANY LID NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL Table of Contents Ps GT GT ad TERM EEE ce eh ee Se 2 LOADING THE SYSTEM o Error Bookmark not defined EOG IN e E A E Error Bookmark not defined CHANGING PASSWORD iiirirrvrvrvrrrverrvereesrneseresesesenenenererereserererersrersereseseen Error Bookmark not defined CONDUGTING SELF APPRAISAL uvenn 5 APPRAD ING ee i ee ee ee eee 7 SELF APPRAISAL REPORT sissociessccessccscstscssesesccctavewsssxcastcvuanssiused watctavaeitscisseeesnisevsoveedsteusedeastaativesadecltiadseesestieenssaes 9 ADDING NOTES orreri oE EE E a encase dee ead gees OEST ETE RAET E E OOE ANOEIE 9 SAVING THE PPM 10 EDITING THE APPRAISAL heated b dinigeenoiniesasdue 10 SUBMITTING TO SUPERVISOR ssssisicecoacescsetescctscerrmnetrnseseeconiensiand ited nrnieeeiaimmesdneisioan 11 AUTO SUBMITING TO SUPERVISOR irnrsenerevevnenenrverernenerevensenensveverseneneveveeneneresersenenerssensesenererseseneneversenenenensene 11 VIEWING YOUR APPRAISAL HISTORY rrvrrnrnorevvnenenevervenenererersenenerereenenererensenensvesevsenererereesesererersesenererersenenessnsene 12 TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 1 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 20 12 MANUAL DESCRIPTION
6. atisfied with the appraisal report you can submit it to your supervisor immediately by Submit to Supervisor clicking at the submit to supervisor button AUTO SUBMITING TO SUPERVISOR If the appraisal is not submitted within the 14 days it automatically submit itself to your supervisor on the expiry of the 14 days N B When the appraisal is submitted to the supervisor no more changes can be done to it TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 11 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL VIEWING YOUR APPRAISAL HISTORY Click at the History menu the window below opens No appraisal Date Period Time Employee Self Score Supervisor Score Agreed Score 1 2012 03 22 2012 Mid Year Andrew Lelias Lentoijoni 100 Points Not Yet appraised Not Yet Agreed Viewing 1 to 1 of 1 Appraisals AS 2012 Performance History 110 100 88 66 44 22 m Mid Vear2012 Self Score ww Touch Perf v2 0 2012 Touchline Management Consultants Ltd It shows all the appraisal you have ever carried out and a graph You can filter the appraisal by any or all of the following e Employee e Department e Period e Time e Job title The filtering options are of importance to the supervisor if many appraisals have been carried out TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 12
7. ee e Northern Rangelands Company Mission Vision and Strategic Objectives e All the departments e User and Admin login menu LOGIN User login Every employee in Northern Rangelands Company can login to the system using his or her employee number name and a preset password 123456 TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 3 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 20 12 MANUAL USER LOGIN Payroll Number 0100 Password Login I Reset A Performance Management System Dashboard Z KPA s E New Appraisal Appraisals History 4 Search Logout Back You are Logged in as Andrew Lelias Lentoijoni Change Password Employee Andrew Lelias Lentoi v Department Select Department v Title Select Title v Period 2012 v Submit Employees Having KPAs Employees Lacking KPAs Employees Not Eligible for KPAs No KPIs found for your criteria Change the options above and try again Touch Perf v2 0 2012 Touchline Management Consultants Ltd After login the system shows you who you are logged in as and gives you an option to change the password CHANGING PASSWORD Password is used to restrict access to the system and therefore it should be confidential Its important to have a strong and unique password However it should be easy to remember To change the password 1 Click at the change password link the following window appears New Password Change password Cancel TOUC
8. eseseesessesssssssesessesseseesessesessesseseseessesee d sessesessesessesseseesessesessesessessesseseseessesesessessesseseesessesesseseseesseseesesseseesessesessesseseessssesessesessd ene Touch Perf v2 0 2012 Touchline Management Consultants Ltd After appraising against the set KPAs the system automatically fetches the set key competencies to appraise against Dashboard AZ KPA s New Appraisal Appraisals History 4 Search Logout You are Logged in as Andrew Lelias Lentoijoni Change Password Appraising Lentoijoni Andrew Lelias for the Mid Year appraisal of 2012 APPRAISAL Soft Skills DETAILS APPRAISING AN EMPLOYEE WITH REGARD TO THE KEY COMPETENCY AREAS Soft Skills No IKCA SCORE amp DESCRIPTION COMMENTS gt Below Expectations Puts own interests before those of the team Shows lack of respect for other team members i Acts as an individual not as a team player Fails to share information that may be useful for the rest of the team Meets Expectations Demonstrates open honest two way communication with others Respects team decisions Contributes to team s success by doing their assigned task effectively and on time __ Fulfills commitments made to others Will adapt their own actions for the benefit of the team overall O Exceeds Expectations Plays a key role in motivating the rest of the team Proactively goes out of their way to give help and support to other team members i Alway
9. loyee Andrew Lelias Lentoijoni Appraise Cancel SELECT PERIOD AND EMPLOYEE TO APPRAISE Appraisal Time Period 2012 Touch Perf v2 0 2012 Touchline Management Consultants Ltd 4 Click the appraise button Page 6 TOUCHLINE MANAGEMENT CONSULTANTS LIMITED NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 20 12 MANUAL APPRAISING After clicking the appraise button the following windows load Dashboard Z KPA s New Appraisal Appraisals History Search E Logout Back You are Logged in as Andrew Lelias Lentoijoni Change Password Appraising Lentoijoni Andrew Lelias for the Mid Year appraisal of 2012 APPRAISAL KPA s DETAILS APPRAISING AN EMPLOYEE WITH REGARD TO THE KPA s SET KEY RESPOSIBILITIES Finance amp Admin Manager Show Hide No KPA Pt SCORE COMMENTS re 1 Internal control i High level adherence to NRCL financial Marginal Performance i procedures policies and regulations i ke attire l Properly designed Finance Hygiene P work plan Meets Expectations Proper Financial systems in place O Exceeds Expectations Outstanding Next gt gt er aiid The KPA and activities were set by your supervisor Depending with how you have performed the set activities select the right score option by clicking at the options provided Then you can type a comment to support the score you award yourself Click Next to move to the next KPA and selec
10. s able to see and understand the wider team perspective ils viewed by other team members as a role model for excellent team work Supports the development of their team colleagues TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 8 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL SELF APPRAISAL REPORT The moment you click save your appraisal report appears as shown below Andrew s self Appraisal Report Export to Word Appraisee s Details You have 14 days remaining to Edit this Appraisal Names Andrew Lelias Lentoijoni Department Finance amp Administration Supervisor Edward Meaby Appraiser Self Appraisal Appraisal Date Thursday 22nd March 2012 Score 100 Appraisal Results KPA s No KPA KPIs Weight Performance Comments High level adherence to NRCL financial policies and 1 Internal control regulations 3 TE Exnoctalons procedures Properly designed Finance Hygiene work plan P Proper Financial systems in place Consistent preparation and issuance of timely accurate and reliable management and financial reports including thorough financial analysis to inform decision making Timely submission of reports and other information to 3 Meets Expectations relevant authorities Prompt advice to Management on potential financial exposures Improved planning process and timely production of 3 Planning and Budgeting budgets that are well justified 3 Meets Expectations Proper
11. t the right score and type in the comment Depending with how many KPA were set click Next until u get to the last one where you will have an option to save your work as shown below TOUCHLINE MANAGEMENT CONSULTANTS LIMITED Page 7 NORTHERN RANGELANDS COMPANY PERFORMANCE MANAGEMENT SYSTEM USER 2 0 12 MANUAL You are Logged in as Andrew Lelias Lentoijoni Ch Password Appraising Lentoijoni Andrew Lelias for the Mid Year appraisal of 2012 APPRAISAL KPA s DETAILS APPRAISING AN EMPLOYEE WITH REGARD TO THE KPA s SET KEY RESPOSIBILITIES Finance amp Admin Manager Show Hide i KP mnie SCORE te COMMENTS nnn 4 Performance 1 KPIs for staff for 2012 correctly entered Marginal Performance Management jin the system by Sth April 2012 Below Expectations 2 Mid Year appraisals carried out by july _ l 45th 2012 Meets Expectations 3 End Year Appraisals carried out by Exceeds Expectations 16th December 2012 Outstanding E E E ausuuunnaseuenaenssseneeessenenaassenenasssennneasenneeassennanssannnenssnnnnessennnnessennensssnnneessennnnnssaetenennassennenasenenaassnnnasssenenenaannneasaeenanssennnensssennnaasenanasseanenasssnnansssennenasenennassennnenssenneneeen ten Ateeeeneeeteaneneneneeneneneeseesseeaneeeneneneeeeeeeeeesenen snes ee esee esseseesessessessesesessesseseseessessssesseseseesseseesessesessessesesseseesessessesesssseseesseseesessesessesessessessed seneneseseeeesseeeesesseeeseneseseeeeessssenesesesesessese
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