Performance Management - Glossary

Definitions of Performance Management can vary. At Myhrtoolkit we use define Performance Management as:

Using employee / employer interactions to improve productivity and employee engagement

Terminology used in myhrtoolkit's Performance Management module

• Meeting type: the variety of meeting for a particular schedule (e.g. annual appraisal, quarterly review)
• Employee guidance: A number of documents to aid the employee for a meeting (e.g. what to think about before the meeting). Managers and employees can see this
• Manager guidance: A number of documents to aid the performance manager for a meeting. Only managers can see this
• Templates: A number of documents that are meant to be filled in and a copy of which added as a completion doc to a meeting. Both managers and employees can see this

• Performance manager: the manager responsible for filling out meetings (adding completion docs, notes, grades, and marking as complete) for a particular meeting schedule
• Meeting schedule:
• The configuration for regular performance meetings for an employee. This will include the performance manager(s), meeting type, repetition and reminders
• The page in Management where you can view incomplete meetings and their schedules

• (Performance) meeting: a specific performance meeting created from (and attached to) a meeting schedule
  • Employee documents: to be uploaded by the employee from myhome. Visible to the employee and managers
  • Managers’ documents: to be uploaded by the Performance Manager. Visible only to managers
• Due date: when the meeting should take place and be completed by
• Completion documents (optional): a number of documents uploaded in relation to completing this meeting

• Completion notes (optional):
• Employee notes: to be added by the employee from myhome. Visible to both employee and managers
• Managers’ notes: to be added by the performance manager. Visible to both employee and managers

• Grade (optional): a star rating the Performance Manager gives to the employee or the meeting. Between 0-5
• Complete (action): Marking a meeting as complete prompts the system to move the meeting to the Previous meeting records page

• Meeting record: All information relating to a specific meeting, including completion notes/docs, grade, completion date
• Previous meeting records: The page that shows information relating to completed meetings. Including documents, notes, and grade