Performance Management System Pre-Sales
Overview
The Performance Management System in Onfinity is designed to help organizations efficiently manage and track employee goals, milestones, and appraisals. This course provides a detailed walkthrough of how users can utilize Onfinity’s goal tracker, dashboards, My Actions section, and appraisal integration features. Through this session, learners will understand how to create, assign, review, and evaluate performance goals in alignment with organizational objectives.
The system emphasizes transparency, collaboration, and real-time progress tracking, enabling both employees and reviewers to stay connected through direct messaging and comments. Participants will gain hands-on experience navigating Onfinity’s key modules — from goal creation to final appraisal reports.
Course Objectives
- Understand the structure and functionality of the Onfinity Performance Management System.
- Navigate the dashboard to access goal trackers and performance views.
- Create and assign individual, departmental, and organizational goals with defined priorities and timelines.
- Configure and manage key results and milestones for measurable performance tracking.
- Use the My Actions section to update progress, upload documents, and communicate in real-time.
- Review and evaluate employee performance as a reviewer using the Reviewer View.
- Integrate goals with appraisal plans, including skills and competency mapping.
- Generate and interpret performance appraisal reports within Onfinity.
Course Content
- Overview of the system and dashboard navigation.
- Using Reviewee and Reviewer views to track and manage milestones.
- Viewing and filtering individual, departmental, and organizational goals.
- Steps to create, assign, and prioritize goals.
- Setting key results, measure types, and generating milestones.
- Adding comments, messaging, and sharing documents.
- Linking goals to appraisal plans and managing evaluations.
- Hands-on demonstration of the entire performance cycle.
