PMS User Guide - v1 (User Role)
PMS User Guide - v1 (User Role)
PMS User Guide - v1 (User Role)
Catherine
GBI SOLUTIONS & SERVICES SDN BHD
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
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This page will close together with KPI once period over (Control period
under KPI)
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3.2.1 Approval Email Format (KPI, Mid Year & Year End are in same format)
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Select Subordinate for Approval action. Filter Selection refer item 6.1
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Drag the pdf file in and ensure it is correct file chosen before ‘Close’ button clicked
Company Vision Text , Not editable ( Administrator set when create KPI period type)
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
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6.1.2 Approved Email Format (KPI, Mid Year & Year End are in same format)
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6.1.3 Rejected Email Format (KPI, Mid Year & Year End are in same format)
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6.3.4.1 Printing Format (Section A to D in one pdf but break accordingly in single page)
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10. Report
10.1 Report -> Career Development Plan (Superior, Director & Admin access)
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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.
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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.
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