Getting started Record Management and Appraisal

One2onetracker has 4 sections; These two are operational content.

Records Management

1. Having received their user name and initial password from administration employees should change the password to one known only by them; and validate the About me data; this is a duplicate of the record in the Administration section.

2. Objectives; line managers, team leaders and team members can then begin by clicking on the New Objective tab to start setting up their Permanent and Timed objectives. Milestones and the Actions necessary to achieve them can be added to each timed objective. When objectives are complete they can be archived.

3. A Notes facility exists throughout the system that can capture information that associated with various objectives within individual files. They are stored in active and archived files.

4. Once all objectives have been agreed, using the one2one drop down an agenda can produced for the first meeting. The record of every one2one review and agenda can found on this one2one logo

5. If you are a line manager or team member by using the Team Members drop down you can access your team member records. Here you can set new objects; draft agendas and work on the appraisal.

6. The status of one2one reviews, overdue objectives and appraisals can me found on the M.I. Management Information, drop down.

7. Options allows for change of password

Appraisals

• one2onetracker provides the framework where performance against mutually agreed objectives can be measured and recorded progressively throughout the year.

• An one2onetracker appraisal brings all the permanent and timed objectives into one document for a discussion about performance in the round. It also provides an opportunity to revisit objectives that may have been set concerning behaviour, attitude, relationship skills technical competence and personal development.

• Every organisation can include their key values within the appraisal agenda and discuss individual performance against this common goal. Perhaps a values statement like

  
  We will :-
  strive to achieve customer delight in all we do.
  appreciate the diversity of people and their views, and value everyone as an individual.
  act with integrity, honesty and openness.
  show respect, care and consideration towards each other, and trust each other to act in all our best interests.

  These key values can be entered in the Record Administration section under Organisation…..Key Values; and will appear in all employees appraisals.

• Every organisation can include bespoke questions within the appraisal process to ensure consistency of discussion topics. In addition to Permanent and Timed objectives questions such as the following can be asked of all employees.
  
  
  1. What has been you most important achievement this year
  2. What parts of your job do you find most difficult
  3. What parts of your job interest you the most, and least.
     

  These bespoke questions can be entered in the Record Administration section under Appraisal …..New Discussion Point; and will appear in all employees appraisals.

• one2onetracker provides the opportunity for both Team Member and Line Manager to score performance against all objectives and questions independently and write narrative as required. The system allows both parties to complete the document progressively over a period of time with the option of ether showing or not showing the other party the incomplete content. When both parties have completed and are content with their record the record is closed and sent out with an agenda for the meeting.

• At the appraisal meeting an assessment for the year is recorded and personal development plan agreed