1.0 Overview
Assessment per Appraisal Campaign Historical report This report contains data for performance and talent management, between 2018 and 2020. The datasource for this report is the You tool. You can find in this report, not only detailed information of Appraisal Campaign but also data to do the follow up of individual objectives and feedback culture. Note: For 2021 performance and talent reports are being developed in Success Factors report centre There is 1 report available for the following stakeholders:
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Key user profiles: HR - HR People services team Managers |
Target Users: HR and managers |
VERSION | DATE | MODIFIED BY | DESCRIPTION |
0.01 | 25.09.2023 | Emma Glasson | Initial draft |
| 0.02 | 25.10.2023 | Emma Glasson | First Version |
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2.0 Business Process
Every year, employees have to meet objectives that they have registered themselves in collaboration with their managers. These objectives are then used to carry out their end-of-year assessment. Once this assessment has been completed, management assigns them a performance grade ranging from 1 to 5.
To help them improve, company employees can also ask their colleagues for feedback on their work, and send feedback to colleagues who have asked for it.
All these actions took place between 2018 and 2020 in a tool called YOU. It was an HR tool, helping to monitor performance and assist talent management. It also contained information on employee mobility willingness, such as geographical changes or changes of position within the company.
Since 2021, the tool has been decommissioned and the same actions are carried out on the Success Factor tool.
An employee can request at anytime his data link to his performance during the time he was in Solvay. This query main purpose it to store the data and make it available for any request from an employee.
This report is not the data source for any dashboard application.
3.0 Application Feature Overview
| Reports | Definition | Prompts | BW Workbook Query | Query Technical Name |
|---|---|---|---|---|
| Assessment per Appraisal Campaign | Having YOU tool as datasource, you can find in this report, not only detailed information of Appraisal Campaign but also data to do the follow up of individual objectives and feedback culture | Campaign Functional roles
| n.a | BW_QRY_CPHRAPCAMP_0001 |
4.0 Functional Specification
4.1 General Data/Calculations
Please find bellow general dimension, commun to all BW HR reports:
| Dimension | Definition |
Company Code | Company code to which an employee belongs on the time period selected in the report |
Country of the company | Country of company where the employee has his employment contract |
Calendar | Time dimensions available: Day, Month, Year, Year/Month |
Division (Entity) | Division (former entity) to which an employee belongs on the time period selected in the report |
Employee NR (NS) Employee PERN | Employee payroll number |
Employee status | Active, Active Leave, Inactive Leave Dormant, reported No Show Terminated, Inactive |
Employment status | Valid for historical data - the period before 1 November 2020. Equivalent to the current dimension Employee status |
Employee sub-group grouping (Gr) | Identification of employee by:
The employee sub-group grouping is a grouping definition of the employment type. |
Location Grp (Site) | Employee’s site |
Person ID | Unique identifier code for an employee. EC number. (person name available in the text option for this dimension) |
User Name | User account name (to access system/tool) |
4.2 Process Detail
4.2.1. Report/Process Definition
| Domain | Human Resources (HR) |
|---|---|
| Application | BW Appraisal Query |
| Provider | CPHRAPCAMP |
| Existing Documentation |
4.2.2. KPI's/Calculations/Indicators
Indicators available:
Indicatores/KPI's | Definition | Calculation/Extraction of data |
|---|---|---|
Nb of Assessments | Number of assessments that need to be performed. It's one assessment per employee. | count() |
Nb of performed assessments | Number of assessments completed. It's one assessment per employee. | count() |
| Nb of Score 1 | Number of employee that were assess with a Score 1. | count() |
| Nb of Score 2 | Number of employee that were assess with a Score 2. | count() |
| Nb of Score 3 | Number of employee that were assess with a Score 3. | count() |
| Nb of Score 4 | Number of employee that were assess with a Score 4. | count() |
| Nb of Score 5 | Number of employee that were assess with a Score 5. | count() |
| % Score 1 | % of employee that were assess with a Score 1. | avg in % |
| % Score 2 | % of employee that were assess with a Score 2. | avg in % |
| % Score 3 | % of employee that were assess with a Score 3. | avg in % |
| % Score 4 | % of employee that were assess with a Score 4. | avg in % |
| % Score 5 | % of employee that were assess with a Score 5. | avg in % |
Number of profiles | Each employee as a YOU profile within the application. | count() |
Number of Employees (active in YOU) | Number of employee with an active profile on YOU tool. | count() |
Number of disclaimer with profile published only for HR | An employee can decide if they want to make their YOU profile visible to HR team. If they decide to make it visible it means that the profile is tag as "published". | count() |
Number of Objectives | Number of objectif set. An employee can set multiple objectives. | count() |
Number of Objectives completed | Number of objective completed by an employee. | count() |
Number of Objectives in progress | Number of objective in progress per employee. | count() |
Nb of feedback given | Number of feedback given/send by en employee to another. | count() |
Nb of feedback received | Number of feedback received per employee. | count() |
Nb of feedback requests | Number of feedback requested per employee. | count() |
Nb of Geographical Mobility | An employee can indicate if he or she has the willingness of moving to another country to carry out his or her work in the next stage of his or her career. They can enter one or more zones/countries of interest. For reasons of string length, the KPI in this query BW counts the number of different zones/countries entered by the employee in his/her profile. | count() |
Nb of Functional Mobility | An employee can indicate if he or she is interested in a change of function/position in the next stage of his or her career. Several options are available on the platform, such as Finance, Marketing, Legal... For reasons of string length, the KPI in this query BW counts the number of different Fonction / position entered by the employee in his/her profile. | count() |
5.0 Non-functional Descriptions
5.1 Usability
as per standards
5.2 Regulatory Compliance
GDPR compliant. Report that contain confidential data but no sensitive data.
5.3 Security
- Only authorised Users be able to access data.
- Data are not yet split between SCO or ECO. The report contains both companies data.
5.4 Performance
as per standards
5.5 Reliability
as per standards
5.6 Scalability
Historical report, no small enhancements will be performed and no new access except for new joiners in HR domain.
5.7 Compatibility
as per standards
5.8 Availability
as per standards
5.9 Refresh of the Data
N.A
Historical data loaded from YOU tool as datasource, you can find in this report historical information of Appraisal Campaign (2018-2020).
Note: For 2021 performance and talent reports are being developed in Success Factors report centre