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Suzlon Energy Ltd. 1 Suzlon wind farm in Utah, USA PMS 17-18 User Guide

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Page 1: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

1

Suzlon wind farm in Utah, USAPMS 17-18User Guide

Page 2: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

2

Employee

Immediate Manager

Matrix Manager

Fill

Goal Sheet

Discuss & Agree

Change & Accept

Accept & GS is

freezed

Change & Accept

Goal SettingProcess Flow

Page 3: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Goal Setting 17-18Employee

Appraisee logs into the ePMS portal and completes the goal setting, online.

Enters domain ID, Password and select FY 17-18

Initiate Goal setting by clicking on “Create”

Page 4: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Click to Add Goal

Goal Setting 17-18Employee

Choose measurement of the goal from drop down, Enter Target %, Start and End date of the Goal and its put its weightage

Start entering Goals for 17-18

Page 5: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

To add more goals, “click to Add goal”

Save the Goal and then Submit

Goal Setting 17-18Employee

If the goals are “Saved’, then one may Edit it later

Page 6: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Once the Appraisee completes the goal setting and “submits”, the Action Status

changes into “View”

Goal Setting 17-18Employee

Page 7: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Goal Setting 17-18Matrix Manager Review

In case of Matrix reporting, Matrix Manager logs into the ePMS portal to review, Edit and endorses Appraisee’ s 17-18 goals, online.

Matrix Manager can Edit / Change Appraisee’ s Goal(s)

Incase if the Appraisee has non-matrix structure, the Immediate Manager shall complete the Goal settingProcess as per discussion with the employee

Incase of Matrix Structure, the Matrix Manager and Immediate Manager shall complete the assessment inconsultation with the employee as per the below process

Page 8: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Post changes Matrix Manager need to “Add” to Save the changes

Goal Setting 17-18Matrix Manager Review

By clicking on “Submit”, the Status changes to View and the Goal setting

process moves to Immediate Manager level

Page 9: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Goal Setting 17-18Immediate Manager Review

Immediate Manager logs into the ePMS portal to review, Edit and endorses Appraisee’ s goals, online.

Immediate Manager reviews the goals of Appraisee and can Edit

the Goal(s)

Page 10: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Goal Setting 17-18

Once the Immediate Manager submitsgoals, the action status changes into “View”Mode, and the process flows into MatrixManager for his review/comments

This process continues, till the time theMatrix Manager and Immediate Managercomes to agreement, online

Employee

Immediate Manager

Matrix Manager

Fill

Goal Sheet

Discuss &

Agree

Change & Accept

Accept & GS is

freezed

Change & Accept

Once the Mutual consent is arrived betweenMatrix Manager & Immediate Manager, bothMatrix Manager and Immediate Managersubmit the goal setting process.

The employee after viewing the changesmade by his Managers, submits the goalsetting process and the Goal sheet isfreezed.

Page 11: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Moderator

Reviewer

Manager’s Manager

Matrix Manager

ImmediateManager

Appraisee

Process shall not move to next level until and unless the IM and MM comes to mutual agreement, Online

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Performance Assessment 17-18Process Flow

Self Assessment:• Goal sheet• Assessment

Dimensions• TNI

IM will give his assessment

scores based on discussion

with MM

MM will review the self

assessment and give his

remarks

Second Level Assessment

by Manager’s Manager

Calibration

Moderation by EG

Competencies

The Appraiser’s Manager Assesses the employee performance and gives his marks on Goals & Behavioral Competencies

Review will happen grade wise. Reviewer can change the marks +/- 5 to change the rating

Incase of non-matrix structure, MM& IM will be same person

Page 12: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Appraisee

Goal sheet

- Behavioral Competency

- Training Need Identification

During Self Assessment, employee logs-into theePMS portal and start the self assessmentagainst the set goals for the year.

He assess himself on the Set goals (max 120marks) & Behavioral competencies (based onhis grade) and identify the Training Needs.

He then submits the Self assessment.

Incase if the Appraisee has non-matrix reportingstructure, the process flows into his ImmediateManager and then to Assessor (Manager’sManager)

If the Appraisee has Matrix Reporting structure,the process flow into his Matrix Manager andImmediate Manager, as shown in subsequentslides

Page 13: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Matrix Manager (MM)

Once the Appraisee completes his Self assessment and submits, the Matrix Manager Logs-Into the ePMS portal

MM clicks on “Review” to viewand endorse the selfassessment.

He can give his remarks / inputin the “Remark” column.

He then “Accept” theAssessment form

Page 14: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Matrix Manager (MM)

Once the MM “Accepts” the Self assessment of the Appraisee, the status changes into “View” mode and the Process flows into Immediate Manager of the employee

Page 15: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Immediate Manager(IM)

The IM of the Appraisee Logs-into the ePMS portal and clicks on“Review” to start the AppraisalProcess.

He reviews the Self Assessmentscore given by the employeeand puts his assessment score,as per the discussion with MMand Appraisee

Page 16: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Immediate Manager(IM)

He also gives input on IdentifiedTraining needs for the Appraiseeand puts his overall remarks inthe remark field

Page 17: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Immediate Manager(IM) & Matrix Manager

Once the Immediate Managersubmits the Assessment, it goesback to Matrix Manager for hisagreement

The Matrix Manager Reviewsthe Assessment by IM and if inagreement, clicks on “Agree”and submits.

This process continues, till the time both MM and IM comes to mutual agreement online.Incase if the loop continues more than twice, communication shall also be triggered to BU HR for intervention to resolve the issue.

The Process will move to Immediate Manager’s Manager (Assessor) for further Review

Page 18: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

Performance Assessment 17-18Assessor Review (IM’s Manager)

The Assessor Logs into theePMS portal and startsreviewing the Assessment givenby Appraisee and Appraiser.

He then, based on his discussionwith Appraiser, gives his marksagainst each target andcompetency parameters

He then “Accepts” theassessment which then goes toCalibration and Moderation

Page 19: PMS 17-18 SCREENSHOTS · Immediate Manager(IM) & Matrix Manager Once the Immediate Manager submits the Assessment, it goes back to Matrix Manager for his agreement The Matrix Manager

Suzlon Energy Ltd.

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