Company: Link Technologies
Case No: L12548 Project: 13.20: LinkSOFT version 13.20
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 02 Sep 2021 12:22PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 21.25 (Weight: 6.00)
Version: 13.20.1215
Assigned To: Development Queue (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Development Queue, Sanjay
Resolve By: 30 Nov 2021 [297 days since logged date]
Status: Closed
Subject: Performance management Enhancement to Scoring - Manager / Supervisor Default Scoring
Summary:    

Objectives:

The objectives of Manager/Supervisor Default Scoring are below:

  1. Speed up the process and time-consuming in doing appraisal assessment for individual employees

  2. Does not give a hard time for the Manager/Supervisor to enter a score for each KPI in each appraisal

Description:

HCM Team is seeking to have an option when Managers log into ESS to do appraisal assessment, the system already inputs the score for them.

  1. The same score that was entered by the employee to be the default score in the Manager/Supervisor score field. 
  2. Manager/Supervisor will only have to verify those scores and amend only the ones they would like to amend, insert comments then click on the save and submit button. This is because normally there are only a few KPIs that Manager/Supervisor score will be different from the employee, the rest will be the same. 
  3. Therefore, it will be a double job for the Manager/Supervisor to enter the same score for the agreed KPIs score with the employee. 
  4. The Proposed solution will improve and speed up the process of appraisal assessment and does not give Manager/Supervisors a hard time doing assessments for their respective employees.

Figure 1 - Default Scoring

Field

Description

Reference

Manager/Supervisor Default Scoring

  1. When the Manager/Supervisor logs into the system to do an assessment, the default score is already available.

  2. The manager/Supervisor default score will be the employee’s score.

  3. The manager/Supervisor will have to verify those scores and can make updates to the score value and insert comments.

  4. Once done then click on save and submit an appraisal.


Table  - Test Plan: 

No.

Test Area

Status

1

Manager/Supervisor logs - the default score should be available

 

2

Manager/Supervisor default score will be the employee’s score

 

3

The manager/Supervisor can update the score value

 

4

Manager/Supervisor can insert a comment(s)

 

5

Manager/Supervisor can save 

 

6

Manager/Supervisor can submit an appraisal

 


Audit Notes:Edited by sanjay on 16/12/21 10:15. Edited by sanjay on 16/12/21 09:49. Edited by sanjay on 16/12/21 09:45. Edited by sanjay on 26/11/21 10:29. Edited by sanjay on 16/11/21 07:55. Edited by sanjay on 29/10/21 10:00. Edited by sanjay on 21/10/21 08:28. Edited by sanjay on 06/10/21 08:08. Edited by aarti on 03/10/21 15:43. 
02 Sep 202101:11PM Comment 1 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 02/09/2021 Time Taken: 1.00 Comment Cost: 120.00

Development meeting: Sanjeet, Alvis, Sanjay

Agreed to add a Rule on "Performance Management ~> KPI Appraisal Template" named "Default Manager Score to Employee Score". The default value is "Yes"

Effort: 4 hrs


03 Oct 202103:43PM Comment 2 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
03 Oct 202103:43PM Comment 3 by Aarti Pooja Gayaneshwar (Link Business Solutions) ETC was changed from 03/09/2021 to 06/10/2021
04 Oct 202107:40AM Comment 4 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
06 Oct 202108:38AM Comment 5 by Sanjay (Link Technologies) This comment has been removed
06 Oct 202102:22PM Comment 6 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
20 Oct 202103:29PM Comment 7 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
21 Oct 202108:06AM Comment 8 by Sanjay (Link Technologies) Case L12548 added to project 13.20
21 Oct 202108:10AM Comment 9 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:16AM Comment 10 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:28AM Comment 11 by Sanjay (Link Technologies) ETC was changed from 15/11/2021 to 15/11/2021
16 Nov 202107:55AM Comment 12 by Sanjay (Link Technologies) This comment has been removed
16 Nov 202107:55AM Comment 13 by Sanjay (Link Technologies) ETC was changed from 15/11/2021 to 30/11/2021
22 Nov 202102:38PM Comment 14 by Sanjay (Link Technologies) Assigned To: Development Queue (Link Technologies) Follow up Date: 30/11/2021 Time Taken: 7.00 Comment Cost: 840.00 Notes: ETC extended from: 30/11/2021 to 30/11/2021
PART A - Development work for this case has been completed.

1. The change will be available in version:13.20.1122

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Added a new button named "Load Employee Entered Score" at the bottom of the Appraisal Grid form to allow managers to "COPY EMPLOYEE SCORE"
    1. This button will only be enabled when
      1. Employee score is entered and appraisal submitted
      2. The manager is logged in to enter the score
      3. The manager has access to enter the score
  2. Once the Employee score is copied, the grid will refresh to show the copied score
  3. NOTE: If a manager has entered a score, the score will not be OVERRIDDEN if the manager applies the "COPY EMPLOYEE SCORE" again

3. Affected Areas:

  1. Appraisal Score entry - Batch Entry and Individual entry

4. The issue was caused by:

  1. Change request

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


Figure 1 - Copy Employee Score button


26 Nov 202110:29AM Comment 15 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 30/11/2021
10 Dec 202110:23AM Comment 16 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Queue (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 1.00 Comment Cost: 120.00

Hi Sanjay, 

During my test, the button "Load Employee Entered Score" did not enable although I had the following enabled:

  1. This button will only be enabled when
    1. Employee score is entered and appraisal submitted
    2. The manager is logged in to enter the score
    3. The manager has access to enter the score

UAT details are below:

  1. Appraisal code: APPR000043
  2. Employee E022 has submitted the appraisal

  3. Manager details login: allison, password: allison

10 Dec 202103:42PM Comment 17 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Queue (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 2.00 Comment Cost: 240.00

Discussion with Aarti and Sanjay. Teams @ 3pm AEST

  1. The term "Manager/supervisor" refers to the approver and excludes HR1 and HR2.
  2. The approver is determined by the Performance Appraisal Workflow. 
  3. Only the "Manager/supervisor" can copy the employee score

14 Dec 202109:54AM Comment 18 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 1.00 Comment Cost: 120.00

Discussion with Sanjay and Aarti

Can we change the “Copy Employee Score” to work as follows?

  1. The users in the approval workflow should be able to “Copy Employee Score”
  2. If the Manager copies employee score, the Manager score will be updated
  3. If the HR1/HR2 copies employee score, the HR1/ HR2 score will be updated

14 Dec 202101:38PM Comment 19 by Sanjay (Link Technologies) Assigned To: Development Queue (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 4.00 Comment Cost: 480.00
I have made the changes requested. Also, note the validations required during score entry will be applied and the  Event Log will have any issues with score entry.

14 Dec 202102:23PM Comment 20 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Queue (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 2.00 Comment Cost: 240.00

Testing performed by Aarti & Sanjay: - all requirements, in this case, have been passed.


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12548 in the subject line of all emails regarding this issue.

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