Employee is not able to View his PMS form  ( PMS form is not coming in lookup).

 

Employee can view the PMS form in Lookup only if the KRA Upload is done by the HR / ADMIN


To upload KRA , please go to below path:

HRMS >> System >> Bulk Data Upload >> PMS Goals >> Download template

  • Fill the data as required and copy data excluding header and then paste in the white space

  • Select PMS year from the list and click on slect column and then click on “Upload” button.


Points to be considered while uploading KRA :

  • Special characters should be avoided eg (, &, - etc)

  • Please keep Year column as blank

  • If error occurred as KRA does not Match For Employee No then you have to go to PMS Setup screen from the below path

 Configuration >> HRMS >> PMS Setup >> Select latest reference

 from the lookup

 

  • Copy the KRA Definition and paste as it is in the KRA column

  • If error occurred as PERIOD does Not Match For Employee No then you have to go to PMS Periods screen from the below path

  •  Configuration >> HRMS >> PMS Periods >> Select latest reference

 from the lookup


  • Copy Description under Define sub-period and pate as it is in the Period Order column