The objective of providing categories in the performance management system is to organize and structure employee goals and performance improvement plan (PIP) questions. This ensures clear focus areas for evaluation, aligns individual goals with organizational objectives, and allows for targeted assessments of skills, behaviors, and competencies. By categorizing performance data, it enhances consistency, simplifies analysis, and supports the creation of focused development plans for employee growth and improvement.

How To Navigate

The navigation to record a category in a performance system typically involves the following steps:

• Click on the main navigation icon: The main navigation icon may be located in the top right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the performance system.
• Click on the Employees section: The Employees section is located under the right section of the screen; clicking on this section will display a list of employee-related masters.
• Click on the category: Click on the category section, which is located under the employees section, will redirect you to the category listing page

Listing Screen

In the Category Listing Screen, users can view a comprehensive list of categories that have been previously added manually. 

Recording & Updates

The user will be able to add or update the category by entering the following information:

• Category Name*: Captures the name of the category (e.g., Communication Skills, Leadership, Technical Competency).
• Description: Captures a brief explanation of the category, outlining its purpose and relevance in the performance evaluation process.

The user can perform the following actions in this section:

• Submit: This option allows the user to publish the transaction information. If the system has an approval flow, the maker will submit the information, and it will be sent to the approval authority or checker for approval.
• Discard: This option allows the user to discard the transaction before saving it.