PERFORMANCE MANAGEMENT SYSTEM

• US 20090307064A1
• Filed: 08/03/2009
• Published: 12/10/2009
• Est. Priority Date: 06/15/2001
• Status: Active Grant

• Current Assignee: Keith Neville Allpress, Leanne Helen Markus
• Original Assignee: Keith Neville Allpress, Leanne Helen Markus
• Inventors: ALLPRESS, Keith Neville, MARKUS, Leanne Helen
• Granted Patent: US 8,554,597 B2
• Time in Patent Office: Days
• US Class Current: 705/11
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A computerised method of managing the performance of an employee or a group of employees of an organisation, the method comprising the steps of: a) creating a job description containing job description data for an employee or group of employees, b) creating an objectives file containing objectives data relating to objectives to be achieved by the employee or group of employees in the performance of their job description, c) processing of the job description data and the objectives data to obtain defined performance expectation data for employee or group of employees, d) receiving performance data obtained from the organisation relating to the performance of employee or group of employees, e) comparing the performance data with the defined performance expectations data and f) creating and/or modifying a development plan for the employee or group of employees.

Claims

1. A computerized integrated measurement and management system for the management of human resources, comprising:

personal computers or user terminal devices equipped with client software that are of sufficient interactivity for users to effect the necessary selections and choices in order to select and perform functions delivered by the system, in combination with sub-systems of;

1) performance definition,

2) performance monitoring, and

3) performance development,

wherein the performance definition subsystem includes a job description module, a job analysis module and an objective-setting function, the performance definition subsystem having a tool selection module which provides links from individual job descriptions to suitable assessment instruments for selecting candidates best suited to the job description, the job description module creating job descriptions and identifying competencies for each job or role, such competencies being used to produce person specifications for each job or role, the job descriptions and person specifications being created using organizational and employee data, competency dimensions and the responsibilities and tasks for that job, and the job description module automatically generating job descriptions of both new and existing positions.

2. The system according to claim 1, wherein the job description module allows different users different levels of function depending on the role of the user.

3. The system according to claim 2, wherein the job description module provides means for linking individual employees to job descriptions and person specifications and means for removing them.

4. The system according to claim 1, wherein the job description module provides means for searching for job descriptions already in the system.

5. The system according to claim 1, wherein the job description module includes an editing function.

6. The system according to claim 1, wherein the job description module uses status and version control to control the proliferation, quality and use of the job descriptions.

7. The system according to claim 1, wherein the job analysis module includes task analysis, competency analysis and job evaluation functions.

8. The system according to claim 7, wherein the task analysis function enables identification, categorization, recording and display of key responsibilities and tasks in a role, prior to creation of a formal job description.

9. The system according to claim 7, wherein the competency analysis function includes a survey function which enables identification recording and display of educational qualifications, training, knowledge, abilities, and other personal attributes and skills, actions and behaviors required for particular job role;

set of responsibilities tasks and expected outcomes.

10. The system according to claim 7, wherein the job evaluation component is a survey which gathers and analyzes data needed for decisions on compensation for jobs and positions, according to multiple criteria.

11. The system according to claim 1, wherein the objective-setting function records agreement of individual, team and organizational objectives.

12. The system according to claim 1, wherein the objective-setting function enables the viewing, drafting, editing, recording, display and approval of objectives at various levels.

13. The system according to claim 1, wherein the objective-setting function links objectives to responsibilities in the job description and to objectives of the parent organizational unit.

14. The system according to claim 1, wherein the objective-setting function prioritizes and weighs objectives.

15. The system according to claim 1, wherein the performance definition sub-system uses status and version control for records entering the database.

16. The system according to claim 1, wherein the performance monitoring sub-system consists in a performance database comprising a performance diary, a survey module with survey construction, distribution and response functions, and an analysis and reporting function.

17. The system according to claim 16, wherein the performance diary captures and displays information, clearly showing its direct relationship to all performance expectations of employees or groups of employees.

18. The system according to claim 17, wherein the information is obtained from external corporate databases by direct entry from within the organization by employees and managers, and from survey data.

19. The system according to claim 16, wherein the survey module enables the construction and distribution of 360-degree survey instruments.

20. The system according to claim 16, wherein the survey module enables viewing, selecting, editing and creating of library survey instruments, from survey items and response scales, to gain feedback on particular responsibilities, tasks, objectives and competencies for individual employees or groups of employees within the organization.