Managing Panels and Bonus Results - some common scenarios

It is necessary to change a panel indicators or weights from now on - without affecting previous months results. What should be done?

• Make sure panel Period is in an editable step, "In preparation" or "In review"

- Click on the panel period step and select Elaboration or Review

• Edit Block Period

- Click on the pencil icon

- Change the end month as desired

• Create a new block considering desired changes

- Click on the "Set period" button and define the period for the new block

- Define name and weight for the new block

- Add Indicators applying filters and save it

- Set weights for the Indicators added

• Sending Period/Block thought Approval process

- Click on the period step and send it to Approval

A employee leaves his role at the company. What should be done?

• Change Period stage in order to edit

- On panel of the user who left his role, make sure his last Period is on Review or Elaboration stage

- Click on the pencil icon, change the end month to the the last month the employee was on his role

• Inactivate user if employee is no longer with the company (available only for Administrator and Super-user)

- Menu Settings > Users

- Search for user andd click on it

- Click on "Deactivate user"

Obs.: If somebody is going to take on this role, you should define a Immediate Leader for this other employee to preserve panel hierarchy

 
How to generate a Bonus Result file?
Administrators and Super-users only

- Settings > Management Plan

- Desired year > Result Program

- Calculation tab > Calculate

- Select Calculation period

- Through Unit, Position and Employee filters, select employees for Bonus file and click on "Calculate"

- Wait for the progress to be completed, then Bonus File will be available on the list presented

How to access a HR Bonus Result File or an old Panel?
Administrators and Super-users only

- Settings > Management Plan

- Desired year > Result Program

- Calculation tab > Click on the desired period in the calculation list

A new screen will open with a list of all users that were counted. To see the "picture" of a specific user's panel, click on the user name and an image of the moment of calculation will be opened.

If you want to generate excel with the HR bonus result file, select the desired users and click on “export”.

More information regarding Individual Performance and Results Program is available in the following articles:

Result Program:
https://support.stratws.com/hc/en-us/articles/4417247517719-Flow-of-contracting-and-approval-of-the-Results-Program#h_01FR13BBNYTC8WYGY2F0JGC70D

Flow of contracting and approval of Results Program:
https://support.stratws.com/hc/en-us/articles/4417247517719-Flow-of-contracting-and-approval-of-the-Results-Program#h_01FR13BBNYTC8WYGY2F0JGC70D