Company: Link Technologies
Case No: L12549 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 12:40PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 26.25 (Weight: 28.00)
Version: 13.20.1215
Assigned To: Development (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Development, Sanjay
Resolve By: 30 Nov 2021 [140 days since logged date]
Status: Closed
Subject: Performance Management Enhancement - CEO/HR2 Appraisal Assessment Form
Summary:    

Objectives:

The objectives of the CEO/HR2 Appraisal Assessment page:

  1. Is to overview all employees that have been appraised by their respective managers

  2. Show all assessments that the CEO needs to review

  3. Since the CEO will be assessing all employees, the CEO will have to look into the Quarters Average score and Total average score of the Year for each employee and to make amendments and insert overall comments for each employee.

  4. Fast-track assessment and eliminate workload

Table 1 - Requirements

Field

Description

Reference

CEO Appraisal Assessment

  1. When the CEO logs in to do an assessment, there will be a separate page for CEO Appraisal Assessment.

  2. CEO Appraisal Assessment will be in a tabular format where he can view/update/edit appraisal scores.

  3. Once the appraisal score is updated, the average score automatically recalculates or the CEO can directly update the average score.

  4. In all appraisals updated the comment is mandatory for the CEO to input in order to save changes.

  5. Once the assessment is completed, the CEO will have to select an appraisal and submit it to close selected appraisals. 

  6. sort the list by cost-centre and average score (highest to lowest for all cost-centre).
  7. If the configuration is for half-yearly, the form in figure 1 should have 2 red columns, labelled "1st Half" and "2nd Half"

  8. If the configuration is Quarterly, the form will be as shown below. Refer to case: L12551

  9. If the configuration is for "Yearly", we will display 1 column


The proposed solution is to eliminate workload and to fast-track CEO appraisal assessment in order to close appraisal for a particular year.


Figure 1: CEO Appraisal Assessment Form. In this form, the CEO will only have access to the column highlighted in red. CEO will only be able to update or edit appraisal overall score and insert comment/reason of update.

Appraisals that will appear in this form are the appraisal that is pending for CEO assessment only. i.e., all appraisals that have been assessed by 2nd approver and submitted for 3rd approver assessment.


Test Plan:

No.

Test Area

Status

1

When the CEO logs in to do an assessment, there will be a separate page for CEO Appraisal Assessment. Refer to Figure 6.

 

2

CEO Appraisal Assessment will be in tabular format. Refer to Figure 6.

 

3

The information displayed should be based on the "Number of Appraisal Per Group", eg: Quarter or half-yearly

 

4

CEO should be able to view the appraisal score

 

5

CEO should be able to update the appraisal score

 

6

In-Line edit should be available

 

7

Once the appraisal score is updated, the average score is automatically recalculated 

 

8

Or CEO can directly update the average score

 

9

In all appraisal updated (by KPI or average score)-  the comment is mandatory for the CEO to input in order to save changes

 

10

The system should prompt to enter a comment if any changes made on the scores

 

11

Once the assessment is completed, the CEO will have to select an appraisal and submit it to close selected appraisals

 

12

CEO should be able to select multiple appraisals

 

13

CEO should be able to select submit multiple appraisals

 


Audit Notes:Edited by sanjay on 16/12/21 10:15. Edited by sanjay on 16/12/21 09:51. Edited by sanjay on 26/11/21 10:29. 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 09:11 Admin Lock Enabled.. Edited by sanjay on 06/10/21 08:55. Edited by sanjay on 06/10/21 07:24. Edited by aarti on 03/10/21 15:41. Edited by aarti on 02/09/21 12:40. Edited by aarti on 02/09/21 12:34. 
02 Sep 202101:15PM Comment 1 by Sanjay (Link Technologies) This comment has been removed
03 Oct 202103:39PM Comment 2 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 04/10/2021 Time Taken: 0.50 Notes: Edited by sanjay on 06/10/21 08:58. Edited by aarti on 04/10/21 07:35. 

Additional Condition for the CEO Appraisal Assessment Form

  1. The fields in the red & blue columns will be auto-populated once the CEO accesses the form, except for the “CEO – Reason of Change/Update” field which will be blank. The CEO will update this
  2. CEO will have the option to edit the overall average score on each appraisal and insert the reason for editing with this, the CEO can also edit the appraisal score (by group) (Quarter or Bi-Annual).
  3. The “Reason of Change/Update” should be mandatory when the overall average score or the appraisal score (by group)(Quarter or Bi-Annual) is edited
  4. The total average score will be auto recalculated based on the edit average score on each appraisal (by group) (Quarter or Bi-Annual)
  5. The form should have the autosave feature

03 Oct 202103:41PM Comment 3 by Aarti Pooja Gayaneshwar (Link Business Solutions) ETC was changed from 03/09/2021 to 06/10/2021
04 Oct 202107:39AM Comment 4 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 04/10/2021 Time Taken: 0.50

Bula Sanjay

There are some additional requirements \ conditions raised for this case. The case is now made up of requirements from the case header + additional (comment 2).

Kindly requesting if you can review and provide a costing.

Regards
Aarti


06 Oct 202109:09AM Comment 5 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 08/10/2021 Time Taken: 1.00 Notes: ETC extended from: 06/10/2021 to 08/10/2021

Teams meeting with Aarti @ 8am aest

We have updated the case header with numbering and removed duplicate requirements.

We discussed the following:

  1. The requirements in the case header have been reviewed and can be developed
  2. To allow the CEO to override the Average score, we will need to store the "override" score in a separate field (for each appraisal group) so the employee and manager scores will not be affected
  3. Comment 2, Item 5 - Cannot AutoSave as the average scores depend on the entered amounts
  4. We can use Batch Edit to allow editing the RED columns
  5. We will add a "Start Date" that will be used to determine the Quarters
  6. Add the option to select Multiple rows and submit

Effort: 28 hrs



06 Oct 202109:11AM Comment 6 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 06/10/2021
Report changes are not specified and therefore is not currently included in the chanegs.

20 Oct 202103:30PM 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 L12549 added to project 13.20
21 Oct 202108:11AM Comment 9 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 15/11/2021 Notes: ETC extended from: 08/10/2021 to 15/11/2021

Hi Aarti, we will need to include this in the next release as the current build is in release testing.

As advised earlier, given we are at the end of the year, it will be difficult to rush this through. I will have a release date after 13.11 is published.


21 Oct 202108:20AM 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 202107:56AM Comment 12 by Sanjay (Link Technologies) This comment has been removed
26 Nov 202110:29AM Comment 13 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 30/11/2021
01 Dec 202102:46PM Comment 14 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 01/12/2021
HI Aarti, in this case, when you refer to CEO, is this referring to HR2 in LinkSOFT or is this a separate user that can override the Average score separate from Manager, HR1 and HR2?

01 Dec 202103:40PM Comment 15 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 01/12/2021 Time Taken: 2.00 Notes: Edited by sanjay on 01/12/21 15:42. 

Hi Aarti, I cannot dynamically change the columns on the FORM based on the Half Yearly and Yearly, the columns will need to be 4 columns - one for each quarter.

The reason is that the form has Edit capability and therefore cannot be changed dynamically. 

The report can be changed based on the configuration but not the form - this has already been completed.

Can you discuss this and get back to me if this will be an issue and if this case is to proceed?


01 Dec 202103:42PM Comment 16 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
02 Dec 202101:05PM Comment 17 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 02/12/2021 Time Taken: 12.00

As discussed, we cannot have a dynamic column-based edit form.

Therefore the request to have Dynamically formed editors cannot be completed.

We have agreed to add a "Batch Edit" entry form that will allow the user to Override the Overall Score using Batch mode.

If there are 4 quarters, there will be 4 override score rows per employee. See figure 1 below.

This form has a batch editor and all changes can be done once and saved at the end.

The following changes have been completed:

  1. Added a new menu item called "Appraisal Score"
  2. This new form will allow the user to edit scores in Batch mode. Only the "Score" column will be editable. 
  3. When the score is changed, the user will be required to put an "Override Score Reason"
  4. Users can group the items by "Employee" so that they can clearly see which appraisals are available for score override
  5. This design will work for any Appraisal Period Breakdown, Monthly, Quarterly, yearly etc
  6. I have also added a detail level where the batch entry can be done for each KPI.
  7. All relevant security policies apply to "Appraisal" and "Appraisal Score" forms
Figure 1 - Appraisal Score Entry


10 Dec 202103:46PM Comment 18 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 1.00

Hi Sanjay

Refer below, status has information missing:


11 Dec 202102:12PM Comment 19 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 13/12/2021 Time Taken: 3.00
Hi Aarti, I have resolved the issue with the Status display on the "Appraisal Score" form. The update will be applied in LinkSOFT Demo for UAT.

11 Dec 202102:15PM Comment 20 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 13/12/2021 Time Taken: 1.00
Change applied to DEMO-LinkSOFT for UAT

14 Dec 202107:22AM Comment 21 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 1.00

Hi Sanjay

Issue resolved:



14 Dec 202102:23PM Comment 22 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 2.00
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: L12549 in the subject line of all emails regarding this issue.

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