1)PMS Periods :
To configure PMS initially you have add PMS Periods,
Please follow below steps
Go to: Configuration >> HRMS >> PMS Periods >> click on ADD button
Provide period description eg . Fin 2015-2016
Provide used for from the list.
Provide Start and End date from the calendar.
Provide Number of sub period eg . if it is quarterly basis the set as 4 and if it is half yearly basis set as 2 else yearly basis then set as 1.
Define Sub Periods:
Provide description as same as period description
Provide begin on and Ends on from the calendar.
Provide Goal Start Date and Goal End Date from the calendar.
Provide Review Start Date and Review End Date from the calendar.
Select Period Order from the drop down as same as Number of sub period.
2)PMS Set Up:
To add PMS Setup, Please follow below steps
Go to: Configuration >> HRMS >> PMS Setup >> click on Add
PMS Setup Details:
Select PMS Period from the drop down list as same as Period Description defined in PMS Period
Select KRA Rating from list as required eg . Grader, Rating etc
Select Maintain KRA For from list as required eg department, designation etc.
Select Skill Rating Master from the list eg . Grader, Rating etc
Provide Remarks as required
PMS Setup Validation:
Mark the checkbox Validate KRA Weightage if you want sum of all KRA Weightage should be 100.
If you mark below listed checkbox then system will allow to enter KRA, skill and competency multiple times
- Allow Repetition in KRA
- Allow Repetition in Skill
- Allow Repetition in Competency
Select KRA For from the list.
Provide KRA description
Click on “+” symbol to add more KRA and “x” symbol to delete KRA and then click on save.