Performance Appraisal Specification
Our company are looking for a fully automated and secure online performance appraisal that can be accessed from any PC with an internet connection. We are looking for significant automation in the form, including the ability to upload information that will auto populate fields linked to an employee number. The appraisal should also be able to produce automated reports. The form should be intuitive and easy to use.
The report should have the ability to upload relevant data linked to employees – including:
2. Last name
4. Sub department
5. Job Title
6. Supervisors Name
7. Employee ID
It should also populate with the following data:
1. Current FY KPIs
2. Current FY KPI results
3. Next FY KPI targets
4. Success questions (assessment questions) i.e. strategy and planning, quality and safety, people and culture
The appraisal should also have the ability to change the assessment questions based on the seniority/ job level of the employee.
The appraisal must have the capability to insert key job tasks based on the job title.
The portal must offer a unique username and password for each user.
The Appraisal must allow a manager to see the employee completed appraisal of all of his/ her direct reports
It must allow the manager to go through each of his/her employees completed appraisals – and complete the managers section with the same appraisal form.
The form must allow for digital acceptance of the appraisals.
The form must print neatly on A4 paper.
The portal must allow for the bulk (displayed individually) download of all appraisals in PDF format.
The form must allow for a status report of completed appraisals across the business.
It must allow for the bulk extraction of data into a CSV/ Excel file.
The portal must allow for super user access.
The form must allow the forms to be amended.
The form should allow for a number of data input types – including free text in some areas, and survey style tick Responses.
The appraisal should not allow user to enter data outside of the form parameters.
Needs to be complete and fully tested and delivered by 1 May 2017.
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