How i create planner and Schedules events?

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1

Let me know how I create a planner that showcases the activities planned for this month, which will be visible to all employees.??? please guide me about planner and scheduled feature

2

Roster is not supported yet, but will be implemented later.

3

in upcoming features Performance management is accessible for the users??

4

Sorry, what do you mean?

5

I want to ask when performance management module is available for HR.my users?

6

I see. Not sure yet, but it’s planned.

7

Please plan performance management after shift roaster because it’s the backbone of the HRIS software. (it’s Suggestion)

8

Haha, sorry, I think my plan is the reverse order. I will likely implement Roster first, as the design is more or less complete due to many user feedback.

For Performance Management, I don’t get much feedback now, it’s hard to start my work.

9

It probably depends on the organization how they perform appraisals, like some organizations conduct performance review of their employees quarterly, some of them conduct biannually, and some of annualy But in the IT industry, the majority of companies conduct quarterly so that’s why i gave you suggestion

10

Well, the frequency of performance appraisal does not really help much in designing how the performance module should work.

If you would like to tell me more about how you conduct performance appraisal in detail, you may write to me support@hr.my

11

Ok i will give you brief detail regarding this module

12

I think you misunderstood my meaning, I don’t need brief detail, I need details.

If you are not able to share it’s OK, as I am still busy with other features, such as the upcoming Roster.

13

My mean is that i give you full detail how to perform this module here’s the detail

Steps to Follow for the Process

1. Define Objectives and Key Performance Indicators (KPIs):

  • Identify the specific KPIs for each role in your organization.
  • Include both quantitative (e.g., sales targets, code quality) and qualitative (e.g., teamwork, attitude) metrics.

2. Design the Performance Evaluation Process:

  • Employee Self-Evaluation: Allow employees to reflect on their performance.
  • Manager Evaluation: The manager provides feedback and ratings based on the KPIs.
  • 360-Degree Feedback (Optional): Gather feedback from peers and subordinates for a holistic view.

3. Develop Performance Rating Criteria:

  • Use a rating scale (e.g., 1 to 5 or 1 to 10) with clear definitions for each score.
  • Define weightage for each KPI (e.g., 50% for technical skills, 30% for teamwork, 20% for punctuality).

4. Create Evaluation Forms:

  • Include sections for each KPI, employee self-evaluation, manager ratings, and comments.

5. Automate Data Collection and Analysis in Excel:

  • Create automated forms and dashboards for data entry, aggregation, and reporting.
  • Use Excel formulas to calculate weighted scores and generate performance summaries.

6. Conduct Performance Review Meetings:

  • Discuss the evaluation results with employees.
  • Set goals for the next quarter and identify training or support needs.

7. Document Outcomes and Action Plans:

  • Record the final scores and feedback.
  • Define improvement plans or reward mechanisms based on performance.

8. Monitor and Improve:

  • Continuously refine the process based on feedback and organizational needs.

Key Elements for the System

  1. KPI Template: Standardized metrics for each department or role.
  2. Evaluation Form Design:
  • Separate sheets for self-evaluation, manager evaluation, and peer feedback.
  1. Dashboard for Consolidation:
  • Overview of performance scores, department-level summaries, and trends.
  1. Feedback Mechanism:
  • Capture qualitative comments for context.

Excel Sheet Structure

  • Sheet 1: Employee Details
    • Columns: Employee ID, Name, Department, Designation, Manager, etc.
  • Sheet 2: KPI Input
    • Columns: KPI Name, Weightage, Target, Achieved, Rating, Weighted Score.
  • Sheet 3: Self-Evaluation
    • Automated form with dropdowns for KPI selection and score entry.
  • Sheet 4: Manager Evaluation
    • Similar structure as self-evaluation with a separate score input section.
  • Sheet 5: Summary Dashboard
    • Include visualizations (charts, graphs) for overall performance trends.

Automation with Excel Formulas

  1. Weighted Score Calculation:

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Weighted Score = Achieved/Target * Weightage

Formula in Excel: = (B2/C2) * D2 (for columns B=Achieved, C=Target, D=Weightage)

  1. Average Score:

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Average Score = SUM(Weighted Scores) / Total Weightage

Formula in Excel: =SUM(E2:E6)/SUM(D2:D6)

  1. Conditional Formatting:
  • Highlight low scores in red and high scores in green for quick insights.
  1. Dashboard Visualizations:
  • Use pivot tables and charts to show department-wise and organization-wide performance trends.
14

I want to ask related to cloud storage which cloud they used to store documents.

15

Is this from ChatGPT? :sweat_smile:

16

Yes But i’ll put my process; they make detailed one

17

@kapchew Can you tell me some companies offer their employees to get loans, then how we managed in HR.my?

18

Sorry, I am not able to do that, that’s completely beyond my support scope.

19

I am asking you about this feature of loan management.