PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Collapse]Personnel
    [Collapse]Employee files
     [Collapse]Toolbar (taskbar)
       Export to Excel
       Import from Excel
      [Collapse]Wizards
        Wizzard upon employee leaving
         Fill In Hours in Summary for the Period for All Employees
        Birthday Cards
        Convert Occupations in SKP-08
        Transfer Employee between Companies
       [Expand]Add New Position of Employment
        Merge Employee Data
        Copy password for employees
        Add to contacts
        Add to users
        Organizational Chart
       [Expand]Copy Evaluation
        Estimated Retirement Date
        Copy Custom Field Values
        Copy Pay Slip Types
        Delete Pay Slip Types
        Copy Additional general Relief ZDoh-2A
        Copy Account for VSPI
        Change active paid off Loans to inactive
        Copy Loans
        Copy Functional Knowledge
        Copy Leave Formula
        Copy Examination
        Copy HSW Qualifications
        Delete Last Years Unused Leave
        Delete Documents
        Hours-actual -> Hours-transfer
        Hours-valid --> Hours-transfer
        Recalculation - Valid Total
        Copy consent for Personnel
      [Expand]Reports
     [Expand]Header
     [Expand]General
     [Expand]Position/Salary
     [Expand]Education
     [Expand]State of Health
     [Expand]Absence
     [Expand]Health and Safety at Work
     [Expand]Documents
      Rewards / Disciplinary Sanctions
     [Expand]Working Hours
      Utilization
      Real Estate
      Vehicles
      Note
      Consent
      Requests
     [Expand]Messages of the Employee Files
     [Expand]Register of Personal Information
    [Expand]Calendars
    [Expand]Travel Management
    [Expand]Payroll
    [Expand]Health and safety at work
    [Expand]Forms
    [Expand]Employment
    [Expand]Summary Reports
    [Expand]Accounting Dashboard
    [Expand]ZEUS Personnel
     Pop-up okno
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
   [Expand]Old products
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
  [Expand]Old products Archive
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
  [Expand]Old products Archive
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

Load Time: 985.195 ms
"
   7833 | 8309 | 341526 | Updated
Label

Copy Evaluation

Copy Evaluation

010381.gif010411.gif010382.gif010383.gif

Periodic evaluation is intended for evaluation based on pre-set employee evaluation criteria.  By using the Copy Evaluation wizard available under Employee Files | Personal Rating we can transfer the evaluation in the Employee files | Evaluation panel.

 

WARNING

The Copy Evaluation wizard in taskbar is available only in the Evaluation panel of the Employee files l Position/Salary.

The description of form fields is divided into 3 main parts:

Table of contents

  1. Header section
  2. Center section
  3. Bottom section

After choosing Copy Evaluation a new window opens, where we set the criteria for transfer:


1. Header section

In the header of the Employee Evaluation by Positions form there are the following fields to define. By these criteria the program will transfer evaluation to the employee files:

 

Period from/to

In this field you can select from the lookup list the period of the evaluation. You can select only among periods that are entered in the register of average salaries.

Superior

In this field you can select the person that is the superior to the employee and will evaluate the efficiency.

Employee

In this field you can select from the multiselect lookup list the employee to whom you would like to copy the evaluation. If you have selected only this criterion, the program will copy evaluation only to the selected employee.

Department

In this field you can select from the mulitselect lookup list the department to which the position belongs.

Position

In this field you can select from the multiselect lookup list the position of the employee. If you have selected only this criterion, the program will copy evaluation to all employees at this position.

Calculate

In this field you can select in which Payroll preparation you will use this evaluation.

Formula

In this field you can enter the formula to calculate the evaluation.

If you click on the Prepare New Data button, program will set data in the center and at the bottom table

If you click Take over old data the program will transfer data to the table in the center and at the bottom of the form.

 

WARNING
In this form you can enter or select tables only in the following fields: - Description, - Rating. Other fields cannot be edited. You can only access their registers with double click on fields.

2. Center section

The center of the form has the following columns:

Employee

The program will according to selected criteria enter the employee.

Position

The program will according to selected criteria enter the employee's position.

Period

The program will according to selected criteria enter the period for which you would like to copy evaluation.

 Points/Percentage

 The program will according to selected criteria enter to an individual employee the sum of points from the Points column from the table at the bottom of the form. Of course, the Points field must below in the form must be defined.

Performance Bonus Amount

In this field the program will transfer the sum from the variable from the field Formula.

Description

In this field you can enter the description of your evaluation.

3. Bottom section

At the bottom of the form there are the following columns:

Name

The program will display only names of evaluation and for positions which you have entered in the Positions of Employment register in the Evaluation panel.

Rating

In this field you can select active raitings from the lookup list the value of the rating from the register of evaluation types to which you can access with a double click on this field.

Weight

The program will draw this information from the register of evaluation types from the Evaluation panel of the Positions of Employment register. 

Points/Percentage

 The program will calculate a proportional share of the rating. This proportion presents the rating in the Points column of the table in the center of the form.

Note

In this field program will transfer entered notes.

Evaluator's Note

In this field program will transfer entered notes from Evaluator.  The limit for input in this field is up to 8000 characters.

Evaluator

The program will transfer the name of evaluator. If evaluation type is raited by superion than evaluator would be employee's superior. Evaluator is defined in Evaluation type or in Position register for each position.

The program will send e-mail to the address set in the Employee Files.


 

Once you click on the Save button, the program will transfer evaluation data to Employee files | Position/Salary | Evaluation panel.

 

 

WARNING

If the variable #MUSPEH# for monthly evaluation has been used in the current salary calculation despite the calculatation for the current month hasn't been finished, then at the press of Save button the error pops up.

After removing the calculation records, the program will let you continue.

 

Related topics:

  Personal Rating

  Evaluation

 


 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!