PMS User Guide - v1 (User Role)

12/20/2019 User Guide (User Role)
Panasonic Performance Management System
Catherine
GBI SOLUTIONS & SERVICES SDN BHD
Version 2.0 Created By GBI

1 User Guide of Panasonic Performance Management System
Table of Contents
1. Login to PMS System .......................................................................................................................... 2
2. User Access & Permission .................................................................................................................. 3
3. Management -> KPI Module (Subordinate) ...................................................................................... 4
4. Management -> Mid-Year Assessment Module (Subordinate) ........................................................ 7
5. Management -> Year End Assessment Module (Subordinate) ......................................................... 8
6. Management -> Superior Approval Module ................................................................................... 11
7. Director Approval Module (Year End Assessment) ......................................................................... 21
8. Management -> History View .......................................................................................................... 23
9. Management -> Completion Status ................................................................................................. 24
10. Report ............................................................................................................................................. 25
1|Page
Copyright 2019 © GBI Solutions & Services Sdn Bhd. All Rights Reserved.
1. Login to PMS System

 To login to PMS system, Enter employee ID & Password and click on “Sign In” button.
 Successful login will access to the respective screens based on user role (Login As:
Subordinate/ Supervisor/ Administrator). Every user role will have own main menu and sub
menu access.
1.1 Subordinate Role Screen & Fields
1.2 Supervisor Role Screen & Fields
2|Page
2. User Access & Permission

2.1 User Role Definition
No User Group/Role Permission
1 Subordinate Subordinate Menu
- KPI, Mid-Year Assessment
Module, Year End Assessment,
History View, Completion
2 Superior Subordinate Menu

- KPI, Mid-Year Assessment
Module, Year End Assessment,
History View, Completion
Superior Menu
- History View, Completion Status,
Superior Approval
2.2 Company Access Permission

No Company Permission
1 All Access both Companies (Papamy &
PAPARADMY)
2 Papamy Access Papamy
3 PAPARADMY Access PAPARADMY
3|Page
3. Management -> KPI Module (Subordinate)

3.1 KPI
Form will show four rows as default for Subordinate to input
Field Name/ Function Field Data Type/ Definition

Add o Add new row
o Button will lock after submitted
Save o Once "Save" the data will save in table
Next Next to page Year End – Section B: PGC
KPI Text
Measurement Text
Action Plan Text
Weightage 1 decimal point, zero not allow
Target [Base/ Stretch/ Text
Excel]
Company Vision Text , Not editable ( Administrator set when create KPI period type)
Department Text
Objective(s)
System Check Fields cannot be empty:-
Weightage (%) not meet condition:-
4|Page
3.2 KPI -> Section B: PGC
Input Weightage and Save & Submit

Back Back to KPI page
Submit o Once "Submit" all the data will be locked (refer red highlighted) and
wait for superior for approval action by trigger email.
Weightage 1 decimal point, zero not allow
Trigger Mail o Approval email will send accordingly to superior and subordinate for
notification.
o Refer image 9.2.1 for email format
System Check Weightage (%) cannot be empty & Weightage (%) not meet condition:-
This page will close together with KPI once period over (Control period
under KPI)
5|Page
Subject: PMS - KPI Approval 2019 Notification
3.2.1 Approval Email Format (KPI, Mid Year & Year End are in same format)
6|Page
4. Management -> Mid-Year Assessment Module (Subordinate)

Add o Add new row
Progress Result Text
Department Text
Objective(s)
7|Page
5. Management -> Year End Assessment Module (Subordinate)

5.1 SECTION A: KPI

Final Result Text
Department Text
Objective(s)
5.2 Section B: PGC
8|Page
Back Back to Section A: KPI

Next Next to Section C: CDP page
Department Text
Objective(s)
Weightage 1 decimal point
Employee Self Rating Selection from 1 to 5
5.3 Section C: CAREER DEVELOPMENT PLAN (CDP)

Back Back to Section B: PGC page
Next Next to Section D: COMMENTS page
Department Text
Objective(s)
Options Selection from master page
Remarks Text (Optional filed)
9|Page
5.4 Section D: COMMENTS

Back Back to Section C: CDP page
Department Text
Objective(s)
Submit o Once "Submit" all the data will be locked (refer red highlighted) and
wait for superior for approval action by trigger email.
Comments Text
10 | P a g e
6. Management -> Superior Approval Module
Select Subordinate for Approval action. Filter Selection refer item 6.1
6.1 KPI Module (Approval)
Approve/ Reject action and input comment for rejected

1. Click on ‘Approval/Reject’ button
2. Click on ‘Approve’ button to approve or click on ‘Reject’ button to reject. Key in reject reason in
Approval Comment (mandatory field) if ‘Reject’
3. If ‘Reject’, Repeat the cycle again as Subordinate will proceed for Submission and Superior will
proceed for approval once submission done.
11 | P a g e
Print it out after approved
Drag the pdf file in and ensure it is correct file chosen before ‘Close’ button clicked

Approval o Prompt for Approve/ Reject action and input comment for rejected.
If rejected, subordinate needs to re-do and re-submit. Subordinate
will be informed by trigger email.
o Button will lock after approval action
Print o After approved, Print button will enable for print and upload.
o Refer image 12.1.1 for printing format
o Button will lock after period closed
Upload o Upload the printing in hard copy
o Ensure it is correct file chosen before ‘Close’ button clicked
Department Text (Update in optional)
Objective(s)
Trigger Mail o Approved/ Rejected email will send accordingly to subordinate and
cc to superior for notification.
o Email will send if repeat the cycle for reject action
o Refer image 12.1.2 & 12.1.3 for email formats
12 | P a g e
6.1.1 Printing Format
Subject: PMS - KPI Approved 2019 Notification
6.1.2 Approved Email Format (KPI, Mid Year & Year End are in same format)
13 | P a g e
Subject: PMS - KPI Rejected 2019 Notification
6.1.3 Rejected Email Format (KPI, Mid Year & Year End are in same format)
6.2 Mid Year Assessment Module (Approval)

2. Click on ‘Approve’ button to approve or click on ‘Reject’ button to reject. Key in reject
reason in Approval Comment (mandatory field) if ‘Reject’
3. If ‘Reject’, Repeat the cycle again as Subordinate will proceed for Submission and Superior
will proceed for approval once submission done.

Approval o Prompt for Approve/ Reject action. If rejected, subordinate needs to re-
do and re-submit. Subordinate will be informed by trigger email.
o All data will lock (refer red highlighted) after approval action
Print o After approved, Print button will enable for print and upload.
o Refer image 12.2.1 for printing format
Upload o Upload the printing in hard copy
Progress Target Selection from master page
Superior’s Comments Text (Optional filed)
14 | P a g e
6.2.1 Printing Format
6.3 Year End Assessment Module (Approval)

6.3.1 Section A: KPI

2. Click on ‘Approve’ button to approve or click on ‘Reject’ button to reject. Key in reject reason in
Approval Comment (mandatory field) if ‘Reject’
3. If ‘Reject’, Repeat the cycle again as Subordinate will proceed for Submission and Superior will
proceed for approval once submission done.
15 | P a g e
Field Name/ Field Data Type/ Definition

Function
do and re-submit this page. Subordinate will be informed by trigger email if
rejected.
Next o Button will enable to proceed to Next once approved
o Next to Section B: PGC page
Achievement Target Selection from master page
6.3.2 Section B: PGC

Field Name/ Field Data Type/ Definition
Function
Back Back to Section A: KPI page
do and re-submit this page. Subordinate will be informed by trigger email
if rejected.
o Next to Section C: CDP page
16 | P a g e
Superior Selection from 1 to 5

6.3.3 Section C: CDP

Name/ Function Field Data Type/ Definition

Back Back to Section B: PGC page
do and re-submit this page. Subordinate will be informed by trigger email
if rejected.
o Next to Section D: COMMENTS page
Superior’s Comments Text
17 | P a g e
6.3.4 Section D: COMMENTS


Back Back to Section C: CDP page
Submit o Once "Submit" all the data will be saved & locked (refer red highlighted)
Print o After approved and submitted, superior waits for director approval. Print
button will enable after director approved for print and upload.
o Refer image 12.3.4.1 for printing format
o It will link with Director Approval workflow, details please refer as below.
(For comments please refer to excel sent
[Director_approval_flow_year_end_assmt])
Upload o After approved and submitted, superior waits for director approval.
Upload button will enable after director approved to upload the printing in
hard copy.
o It will link with Director Approval workflow, details please refer as below.
(For comments please refer to excel sent
[Director_approval_flow_year_end_assmt])
Superior’s Comments Text
Final Grading Final Grading will appear once Director approved
Trigger Email Refer image 12.3.4.2 to 12.3.4.4 for email formats, it will slightly different
with KPI & Mid Year email format.
18 | P a g e
19 | P a g e
6.3.4.1 Printing Format (Section A to D in one pdf but break accordingly in single page)
6.3.4.2 Approved Email Format, different in red highlighted
6.3.4.3 Rejected Email Format, will specify rejected at which form
20 | P a g e
7. Director Approval Module (Year End Assessment)

Report -> Grading Report (Director & Administrator access)

Year End Assessment View subordinate Year End Assessment (New column)
Action o Approve – Once “Approve” final grading will appear at Year End
Assessment form
o Reject – Once “Reject” a message box will prompt for Director to input
content, email will trigger accordingly. Superior role need to modify
rating, save and re-submit assessment.
Note: Director may call HR for action [reverse] if need changes from
Subordinate side. Subordinate need to modify, save and re-submit. Same
for superior role to approve and re-submit.
Trigger Mail o Superior Approved at Year End – Director will receive email to inform to
review subordinate KPI & final grading approval. Refer 15.2.1 for email
format.
o Approve – Approved mail will send to inform superior that director has
approved for subordinate final grading and proceed to print & upload. Refer
15.2.2 for email format.
o Reject – Review email will send to superior to inform him/her to review &
adjust for subordinate score for final grading. Refer 15.2.3 for email format.
Superior Superior has to modify through Year End Assessment for “modify & save”
only.
Report Access Director & Admin only can view this report.
Subject: PMS - Director Approval 2019 Notification
7.1 Director Approval Email Format
Subject: PMS - Director Approved 2019 Notification
21 | P a g e
7.2 Director Approved Email Format
Subject: PMS - Director Rejected 2019 Notification
7.3 Director Rejected Email Format
22 | P a g e
8. Management -> History View
Filter Selection refer item 6.1
Role Access Definition

Administrator View View all employees’ records including Superior & Subordinate
Superior View View downline records
Subordinate View View own record
23 | P a g e
9. Management -> Completion Status
Filter Selection refer item 6.1
Role Access Definition

Administrator View View all employees’ completion status of each level including Superior &
Subordinate
Superior View View downline completion status of each level
Subordinate View View own completion status of each level
24 | P a g e
10. Report
10.1 Report -> Career Development Plan (Superior, Director & Admin access)

CDP Selection Job Rotation, Job Enlargement, Job Enrichment
Report Access Superior, Director & Admin can view this report.
10.2 Report -> Grading Report (Director & Administrator access)

Year End Assessment View subordinate Year End Assessment (New column)
Action o Approve – Once “Approve” final grading will appear at Year End
Assessment form
o Reject – Once “Reject” a message box will prompt for Director to input
content, email will trigger accordingly. Superior role need to modify
rating, save and re-submit assessment.
Note: Director may call HR for action [reverse] if need changes from
Subordinate side. Subordinate need to modify, save and re-submit. Same
for superior role to approve and re-submit.
25 | P a g e
Trigger Mail o Superior Approved at Year End – Director will receive email to inform to
review subordinate KPI & final grading approval. Refer 15.2.1 for email
format.
o Approve – Approved mail will send to inform superior that director has
approved for subordinate final grading and proceed to print & upload. Refer
15.2.2 for email format.
o Reject – Review email will send to superior to inform him/her to review &
adjust for subordinate score for final grading. Refer 15.2.3 for email format.
Superior Superior has to modify through Year End Assessment for “modify & save”
only.
Report Access Director & Admin only can view this report.
Subject: PMS - Director Approval 2019 Notification
10.2.1 Director Approval Email Format
Subject: PMS - Director Approved 2019 Notification
10.2.2 Director Approved Email Format
26 | P a g e
Subject: PMS - Director Rejected 2019 Notification
10.2.3 Director Rejected Email Format
10.3 Report -> Employee Promotion History (All access)
Definition
o 2 places to view Employee Promotion History
o From Report > Employee Promotion History
o From General > Maintain Employee > View > Promotion
o Data populated from master file (First time pump all data)
o Second time onwards pump particular year only
o Delete data must come from master file
o Subordinate, Superior, Director & Admin can view this report.
27 | P a g e

PMS User Guide - v1 (User Role)

Uploaded by

Copyright:

Available Formats

PMS User Guide - v1 (User Role)

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

PMS User Guide - v1 (User Role)

Uploaded by

Copyright:

Available Formats

12/20/2019 User Guide (User Role)

Panasonic Performance Management System

Version 2.0 Created By GBI

1. Login to PMS System

1.1 Subordinate Role Screen & Fields

1.2 Supervisor Role Screen & Fields

2. User Access & Permission

2 Superior Subordinate Menu

2.2 Company Access Permission

3. Management -> KPI Module (Subordinate)

Form will show four rows as default for Subordinate to input

Field Name/ Function Field Data Type/ Definition

Weightage (%) not meet condition:-

3.2 KPI -> Section B: PGC

Input Weightage and Save & Submit

Field Name/ Function Field Data Type/ Definition

Subject: PMS - KPI Approval 2019 Notification

4. Management -> Mid-Year Assessment Module (Subordinate)

Field Name/ Function Field Data Type/ Definition

5. Management -> Year End Assessment Module (Subordinate)

Field Name/ Function Field Data Type/ Definition

5.2 Section B: PGC

Field Name/ Function Field Data Type/ Definition

Back Back to Section A: KPI

5.3 Section C: CAREER DEVELOPMENT PLAN (CDP)

Field Name/ Function Field Data Type/ Definition

5.4 Section D: COMMENTS

Field Name/ Function Field Data Type/ Definition

6. Management -> Superior Approval Module

6.1 KPI Module (Approval)

Approve/ Reject action and input comment for rejected

Print it out after approved

Field Name/ Function Field Data Type/ Definition

6.1.1 Printing Format

Subject: PMS - KPI Approved 2019 Notification

Subject: PMS - KPI Rejected 2019 Notification

6.2 Mid Year Assessment Module (Approval)

1. Click on ‘Approval/Reject’ button

Field Name/ Function Field Data Type/ Definition

6.2.1 Printing Format

6.3 Year End Assessment Module (Approval)

1. Click on ‘Approval/Reject’ button

Field Name/ Field Data Type/ Definition

6.3.2 Section B: PGC

1. Click on ‘Approval/Reject’ button

Superior Selection from 1 to 5

6.3.3 Section C: CDP

1. Click on ‘Approval/Reject’ button

Name/ Function Field Data Type/ Definition

6.3.4 Section D: COMMENTS

1. Click on ‘Approval/Reject’ button

Field Name/ Function Field Data Type/ Definition

6.3.4.2 Approved Email Format, different in red highlighted

6.3.4.3 Rejected Email Format, will specify rejected at which form

7. Director Approval Module (Year End Assessment)

Field Name/ Function Field Data Type/ Definition

Subject: PMS - Director Approval 2019 Notification

7.1 Director Approval Email Format

Subject: PMS - Director Approved 2019 Notification