Instructions:
Demo - Client ID:1234567 >
1. Login or Create an Account: - If you already have an account, log in using your credentials. - If you're new, create an account to access the system.
2. Employee List: - Enter the employee's details, including their ID number and the ID number of their manager. - Ensure accurate information is provided for proper organization and management.
3. Company Goals, Objectives, etc.: - Enter company-wide objectives that apply to all employees, such as On-Time Delivery (OTD), Performance, Quality, Financial Awareness, etc. - These goals can be further detailed into specific metrics. For example, under OTD, a sub-goal for the shipping department could be to optimize the layout of the shipping room to improve the flow of goods. - Create at least one sub-goal for each top-level goal to ensure comprehensive goal-setting.
4. Employee Ratings: - Provide employee ratings and evaluations here. - Make observations and assess performance based on predefined criteria. - Ensure fair and objective evaluations to promote employee growth and development.
5. Bonus/Merit Allocation: - Navigate to the bonus/merit section to rank job titles. - The bonus awarded will be determined by the combination of job rank and performance rating. - Experiment with this feature to better understand its functionality.
6. Charts and Analysis: - Click on the engageAlign logo to access charts and analysis tools. - Explore various charts and data analysis features to gain insights into employee performance, company metrics, and more.
7. Training Records and Sign-in Sheets: - Training records are intricately linked to the module training sign-in sheets. - Utilize the same client ID number when creating training sign-in sheets to reference back to training records in the performance management application. - This linkage facilitates efficient tracking and Pareto analysis of training records through the utilization of the training sign-in sheet. - Employees must use the same ID assigned to them within the performance management application for seamless integration and accurate record-keeping.
Note: Two weeks of inactivity will result in the automatic closure of the account, and all associated data will be permanently deleted from the system.