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    Performance Module - Audit Trail Enhancement

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    OrangeHRM Administrator
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    Companies use various methods to measure the performance of an employee.  However, it is difficult for a  manager to exactly define what method of performance is to be used as it mainly depends on the nature of the job, workload, intensity of the workload, commitment and etc. It is also important for both HR professionals and managers to realize that employees can manipulate performance to a certain extent. Therefore it is important for both these parties to track down such activities. The biggest concern which HR professionals and managers have is to track such situations. With the extended functionality provided by the audit trail feature, HR professionals and managers can now track down these anomalies. 

    The audit trail now captures the full spectrum of actions in the performance module. This helps the admins to troubleshoot if there is an issue with the appraisals. Below are the sections and actions tracked.

    1. Appraisal Configuration

    This section tracks the actions of an admin in the master configuration section that affect the performance module as a whole.

    Below table explains the 'Actions' for Appraisal Configuration  in 'Filter Audit Trail' screen

            Action

                                                   Description

    Add Header Template

    Adding a header template to the header list.

    Add question

    Adding a question to the questions list.

    Change Section Weight

    Change the Section weight ratio between goals and competencies (Need to add the link once the article is published).

    Delete Header template

    Deleting a header template from the header list.

    Delete Question

    Deleting a question from the questions list.

    Update Evaluator Groups

    Update the evaluators included in the appraisals.

    Update Header Template

    Updating a header template in the header list.

    Update Question

    Updating a question in the questions list.

    Copy Appraisal Template

    Duplicating an appraisal template.

    Add Appraisal Template

    Create an appraisal template.

    Add Section to Appraisal Template Form

    The user can add a section to the appraisal template form. The user can include: competencies, goals and questions for the section and also the user can include weight to the section.

    Delete Appraisal Template

    Deleting the previously created templates.

    Delete Section from Appraisal Template Form

     Deleting the previously created sections for a template. 

    Update Appraisal Template

     Updating an appraisal template in the appraisal list.

    Update Appraisal Template Section

     Updating a certain section(s) in the previously created appraisal.
    Update Evaluator Groups  Updating the evaluator groups
    Update Header Template  Updating a header template for a template chosen from the header list
    Update Question  Updating a question from the question list.

     

    1.  Appraisal Cycle

    This section tracks the changes made for a specific Appraisal Cycle by the admin user.

     

    Below table explains the 'Actions' for Appraisal Cycle in 'Filter Audit Trail' screen

     

    Action

    Description

    Activate Appraisals via Cycle

    Activating the pre-created Appraisals in the cycle.

    Add appraisal Cycle

    Creating an appraisal cycle.

    Add employees to Appraisal Cycle

    Adding Employee(s) to the appraisal cycle.

    Assign Main Evaluator

    Assigning a main evaluator to the appraisal cycle.

    Create Appraisal Via Cycle

    Creating appraisals for the selected employees in the cycle.

    Delete Appraisal cycle

    Deleting the previously created appraisal cycle.

    Remove Employees from Appraisal Cycle

    Removing the employee(s) already added to the cycle.

    Remove Main Evaluator

    Removing the main evaluator from the appraisal cycle.

    Update Appraisal Cycle

    Updating the appraisal cycle.

     

    1. Appraisal List

    This section tracks  'Actions' and the updates in the Appraisal List. 



    Below table explains the 'Actions' for Appraisal List  in 'Filter Audit Trail' screen

    Note

    These actions are applicable only if you have a custom workflow configured.

    These actions are applicable only if you have e-signature enabled.

     

    Action

    Description

    Acknowledge review*

    Acknowledging the final review.

    Activate Appraisal

    Activating appraisal (Appear in the system for users and notification sent to the evaluators).

    Add new Competency to the appraisal form

    Adding new competency to the created appraisal form.

    Add new Question to the appraisal form

    Adding new questions to the created appraisal form.

    Add Section to the appraisal Form

    Adding a new section to the created appraisal form.

    Approve Review*

    Approving the final review.

    Create Appraisal

    Creating the Appraisal.

    Delete Appraisal

    Deleting the appraisal.

    Delete Competency added to the appraisal form

    Deleting a competency from an already created appraisal.

    Delete Questions in the Appraisal form

    Deleting a question from an already created appraisal.

    Delete sections from appraisal

    Deleting a competency from an already created appraisal

    Reject Review

    Rejecting a review.

    Save Review

    Saving a review.

    Sign Review**

    The signing of the review using e-signature.

    Submit Review

    Submitting the review by an evaluator.

    Update appraisal Details

    Updating the appraisal details.

    Update Appraisal Section

    Updating a section in an already created appraisal.

    Update Competency added to the appraisal form

    Updating a competency in an already created appraisal.

    Update Evaluators

    Updating evaluators in an already created appraisal.

    Update Questions in the Appraisal form

    Updating a question in an already created appraisal.

     

    1. Competency Mapping

     

    This section tracks the mapping of the competencies to different employee groups.



    Below table explains the 'Actions' for Competency Mapping under 'Filter Audit Trail'

    Action

    Description

    Add competency Mapping

    Creating a competency mapping.

    Delete Competency Mapping

    Deleting an existing competency mapping.

    Update Competency Mapping

    Updating a competency mapping.

     

    1. Goals

    This section tracks all the changes to the Goals of any user.



    Below table explains the 'Actions' relating to a Goal  under 'Filter Audit Trail'

     

    Action

    Description

    Add Goal

    Adding a goal for an employee.

    Add Goal to Library

    Adding a goal to the library.

    Bulk Assign Goal

    Assign a goal to multiple employees.

    Delete comment

    Deleting a comment in the goal screen.

    Add Comment

    Adding a comment to a goal in the goal  screen

    Delete Goal

    Deleting a created goal

    Delete Goal from Library

    Deleting a goal from the library.

    Update Goal

    Updating a Goal.

    Add Objective with Key Result

    Adding an Objective with Key Result  (OKR).

    Approve Goal

    Approving a created goal.

    Delete Objective with Key Result

    Deleting an Objective with Key Result (OKR)

    Reject Goal

    Rejecting a goal.

    Save Goal

    Saving a goal.

    Submit Goal

    Submitting a goal after defining the goal.

    Update Objective with Key Result

    Updating an Objective with Key Result.   

     

    Common actions that can be performed for all the above-mentioned sections in the performance module :

    The user can click 'EXPORT' or 'SEARCH' after defining the 'Actions' for each section of the performance

     

     

     

     

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