PMS

PMS Appraisals Reference

Add Appraisal reference

  • Step 1: Click on PMS.
  • Step 2: Click on Appraisals.
  • Step 3: Click on Add button.
  • Step 4:
  1. Appraisal reference: Enter the appraisal reference.
  2. From: Select from the calendar the starting period for the appraisal.
  3. To: Select from the calendar the ending period for the appraisal.
  4. Remarks: Enter a remark concerning the appraisal.
  5. Add objectives by models: Mark appropriate box if objectives are to be added by models.
  6. Active: The flag is set active automatically.
  7. Weightage Type: Select the weightage type by clicking on the arrow.

Nb:

  • The mandatory fields are indicated by the * symbol.
  • You have also the possibility to copy from an existing PMS reference Predecessor Reference.
  1. Appraisal reference: Click on the arrow and select from the drop-down list the reference you wish to copy.
  2. Score: Mark if you want the score to be same as the selected reference.
  3. Families/Items: Mark if you wish to copy the Families/Items.
  4. Mapping: Mark if you wish to copy the Mapping.
  • Step 5: Click on the Save button to save all your entries.

Edit Appraisal reference

  • Step 1: Click on PMS.
  • Step 2: Click on Appraisals.
  • Step 3: Select the Appraisal reference you want to edit.
  • Step 4: Click on Edit button.
  • Step 5: Select the relevant field and make necessary changes.
  • Step 6: Click on the Save button to save all your changes.

Delete Appraisal reference

  • Step 1: Click on PMS.
  • Step 2: Click on Appraisals.
  • Step 3: Select the Appraisal Reference you want to delete.
  • Step 4: Click on Delete button.

Nb: You will be prompted for confirmation since this process is irreversible.

  • Step 5: Click Ok to continue.
  • Step 6: When deleting process completed click Ok in the message box in order to return to menu.

Re-open Appraisal reference

  • Step 1: Click on PMS.
  • Step 2: Click on Appraisals.
  • Step 3: Select Closed Appraisals.
  • Step 4: Select the Appraisal Reference you wish to re-open.
  • Step 5: Click on Re-open Reference button.
  • Step 6: Click on Ok to confirm message of re-opening the selected reference.
  • Step 7: Click Ok to return to menu.

PMS Scoring

Add PMS Scoring

  • Step 1: Click on PMS.
  • Step 2: Click on Scoring.
  • Step 3: Click on Add button.
  • Step 4:
  1. Scoring Description: Enter a short description for the scoring.
  2. Remarks: Enter your remarks for the scoring.
  3. From: Enter a start value.
  4. To: Enter an end value.
  5. Default Value: Enter a default scoring value.

Nb: The mandatory fields are indicated by the * symbol.

Edit PMS Scoring

  • Step 1: Click on PMS.
  • Step 2: Click on Scoring.
  • Step 3: Select the scoring reference you wish to edit.
  • Step 4: Click on Edit button.
  • Step 5: Enter necessary changes
  • Step 6: Click on the Save button to save all your changes.

Delete PMS Scoring

  • Step 1: Click on PMS.
  • Step 2: Click on Scoring.
  • Step 3: Select the Scoring Reference you want to delete.
  • Step 4: Click on Delete button.

Nb: You will be prompted for confirmation since this process is irreversible.

  • Step 5: Click Yes to continue.
  • Step 6: When deleting process completed click Ok in the message box in order to return to menu.

PMS Assessment Scoring

This feature determines another scoring value depending on a range of scores. Follow same procedures as PMS Scoring above for adding, editing or deleting.


PMS Families/Items

Add Family

Edit Families

Delete Families

Family Scoring Remarks


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