I N T H I S I S S U E
New dashboard makes performance management easier, more transparent
‘It’s very straightforward and visual. I really like the way the data get exported, and that it’s the right kind of information for me’
Director of Training and Staff
A new dashboard in Performance Management is making it easier for users to access and report on performance review data.
“All of this relevant, useful information is right there in front of you, so you don’t have to go digging around,” said Jennifer Derry, director of training and staff development at Villanova University in Pennsylvania. “I love that it’s the first thing I see because it reminds me that I need to be checking in on how things are moving along.”
Released for general availability earlier this month, the dashboard’s simplicity and time-saving features have already made a positive impression on Jennifer and other beta testers.
“I tend to get a lot of phone calls during an open cycle from managers asking how their employees are doing. By the time they call, it’s because people are overdue,” Jennifer said. “What I like about this dashboard is right from the moment I log in, it allows me to see which reporting organization or department is struggling, so I can reach out ahead of time.”
Jennifer is also grateful for the ability to more easily run and export reports.
“Before the dashboard, I would have to go in and run a report, which always took a little time to populate,” Jennifer said. “Now, it’s very straightforward and visual. I really like the way the data get exported, and that it’s the right kind of information for me.”
Emily Wilson, professional development coordinator at Appalachian State University in Boone, North Carolina, also appreciates Performance Management’s enhanced reporting capabilities.
“One of the first searches I did involved looking at employee anniversary dates. Part of our policy for SHRA [Subject to the Human Resources Act] employees is that anyone who has been with us for less than six months doesn’t get a formal review,” Emily said. “I’m able to go in and exclude anyone who meets that criteria so their supervisor doesn’t get all the way to an appraisal. I found people I had missed within seconds. Before, I wouldn’t have caught that until the end of the cycle.”
Behind the scenes: Building and adapting Performance Management to address top challenges
‘We really do focus on the big picture and little nuances that improve the user experience’
Customer Success Consultant for Delivery Services, PeopleAdmin
PeopleAdmin’s Performance Management solution empowers colleges and universities to automate the most cumbersome, time-consuming performance review tasks … and because designing an effective performance review process is a difficult and highly customized task, it takes precision, deep expertise, and ongoing adaptations to ensure the software solution is ready for every challenge.
“It’s my job to get an in-depth understanding of each campus in a short amount of time,” said Russ Guild, customer success consultant for delivery services at PeopleAdmin. Russ ensures Performance Management meets the unique needs of each customer during implementation by “really getting to know their team, what they’re trying to do, and when they’re trying to do it.”
To partner with colleges and universities making strategic adjustments to Performance Management’s setup and workflows, Russ takes a forward-thinking approach.
“With Performance Management, we want to look at what we’re dealing with now, but also what the future holds,” Russ said. “How’s the process going to look next year when you kick off another evaluation? Will it include the same people?”
In some cases, the future circumstances he considers involve planned changes, such as shifting institutional goals or resources. In others, however, they’re simply a matter of natural progression.
“We look at the campus’s growth, for example. If they’re getting big enough, I suggest saving some time now by looking at the bigger picture and angling things in that direction to accommodate a larger scale.”
And because of the time Russ and others on his team spend learning about what higher education institutions are looking for in their performance management processes and solution, their observations and insights have already led to improvements in Performance Management.
“The ability to reopen a task exists because of customer feedback. There was a time when accidentally closing a task meant that evaluation stayed wrong for the entire year or the entire evaluation process had to restart,” Russ explained. “Since we’ve released that enhancement, HR has a lot more control.
“There’s also the dashboard, which is huge,” Russ added. “It has a lot of options for viewing different data and reports, and it’s very visual. Users can look at it and quickly get the information they need.”
But the updates aren’t always major product overhauls.
“Sometimes the enhancements we suggest are small, behind-the-scenes tweaks, such as making sure the screen doesn’t scroll to the top when you save,” Russ said. “We really do focus on the big picture and little nuances that improve the user experience.”