Computer-aided system and method for evaluating employees

• US 6,754,874 B1
• Filed: 05/31/2002
• Issued: 06/22/2004
• Est. Priority Date: 05/31/2002
• Status: Expired due to Fees

• Current Assignee: Deloitte Development LLC
• Original Assignee: Deloitte Development LLC
• Inventors: Richman, Ira S.
• Primary Examiner(s): Shah, Sanjiv
• Application Number:
  US10/159,822
• Time in Patent Office: 753 Days
• Field of Search: 715/507, 715/506, 715/505, 434/350, 434/353, 705/7
• US Class Current: 715/205
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G09B 7/00 Electrically-operated teaching apparatus or devices working with questions and answers mechanically operated G09B3/00; computing arrangements G06F

Abstract

A computer-aided method of evaluating personnel performance. The method includes the steps of making available to a user an electronic evaluation form, inputting a first set of data into the electronic form corresponding to the user, submitting the form including the first set of data for review to a second user and inputting a second set of data into the electronic form corresponding to the second user. The method is implemented with a user friendly and easily navigable computer system that includes a display device for presenting the electronic forms for personnel evaluation and includes a tool for customizing the electronic forms. In a preferred embodiment, the system presents users with electronic forms and controls access to and editing of the electronic forms based on the user'"'"'s role (e.g., Feedback Receiver, Feedback Provider, Second Level Reviewer, Career Counselor). All evaluation data is stored in at least one database for future access and report generation.

Claims

1. A computer-aided method of evaluating personnel performance comprising the steps of making available to a first user a first electronic form, inputting a first set of data into the electronic form corresponding to the evaluation of an employee, submitting the form including the first set of data for review to a second user, and inputting a second set of data into the electronic form corresponding to the second user'"'"'s review of the employee.

2. The method of claim 1 further comprising the steps of making available to the first user a second electronic form and inputting a third set of data into the second electronic form corresponding to the employee'"'"'s performance goals.

3. The method of claim 2 further comprising the step of making the second electronic form and third set of data available to at least one of the second user and a third user.

4. The method of claim 2 further comprising the steps of making the second electronic form and third set of data available to a third user for follow up between the first user and the third user.

5. The method of claim 1 further comprising the step of electronically notifying the first user that the first electronic form must be completed.

6. The method of claim 5 wherein the first user is notified based on one of a prescribed number of hours billed on a task, a prescribed time period and completion of a project.

7. The method of claim 1 wherein the first electronic form is initiated upon completion of project.

8. The method of claim 1 further comprising the step of electronically notifying the second user that the first electronic form is available for review.

9. The method of claim 1 wherein after the first user submits the first electronic form for review the first user is prevented from at least one of accessing the electronic form and editing the electronic form.

10. The method of claim 1 wherein the first electronic form includes at least one of a pull-down menu and a text box for inputting data.

11. The method of claim 1 wherein the first set of data and the second set of data are displayed on the first electronic form for comparison.

12. The method of claim 1 further comprising the step of making the first electronic form and the first set of data and the second set of data available to a third user for additional review.

13. The method of claim 1 further comprising the step of linking data between the first electronic form and the second electronic form.

14. A computer-aided method of evaluating personnel performance comprising the steps of making available to a first user a first electronic form, inputting a first set of data into the first electronic form corresponding to the an employee'"'"'s self evaluation, submitting the form including the first set of data for review to a first reviewer, inputting a second set of data into the first electronic form corresponding to the first reviewer'"'"'s review of the employee, making available to a second reviewer the first electronic form including the first set of data and second set of data, and making available to the first user a second electronic form for inputting a third set of data.

15. The method of claim 14 further comprising the steps of electronically notifying the first reviewer when the first electronic form is available for review and notifying the second reviewer when the first electronic form is available for review.

16. The method of claim 14 further comprising the steps of endorsing the first electronic form with an electronic signature associated with the second reviewer.

17. The method of claim 14 wherein the third set of data corresponds to the employee'"'"'s performance goals.

18. The method of claim 17 further comprising the step of making the second electronic form and the third set of data available to a counselor for follow up between the employee and the counselor.

19. The method of claim 14 comprising the step of populating at least one of the first electronic form and the second electronic form with data retrieved from a database.

20. The method of claim 14 wherein the first set of data is not displayed to the first reviewer until the first reviewer has entered the second set of data.

21. In a computer system having access to a database of employee-related information, a method of evaluating an employee comprising the steps of accessing the system to display an electronic evaluation form, inputting a first set of data corresponding to an employee'"'"'s self evaluation, storing the first set of data, making the electronic evaluation form available to a first reviewer including the first set of data, inputting a second set of data corresponding to the first reviewer'"'"'s review of the employee, and making the electronic evaluation form and first set of data and second set of data available to a second reviewer.

22. The method of claim 21 further comprising the step of accessing the system to display the electronic evaluation form including the stored first set of data.

23. The method of claim 21 wherein the electronic evaluation form including the first set of data is made available to a user based on the user'"'"'s preassigned role.

24. The method of claim 21 wherein an identification code associated with the user controls access to the system.

25. The method of claim 21 further comprising the step of electronically endorsing the electronic evaluation form.

26. The method of claim 21 wherein the electronic evaluation form includes at least one of fill-in boxes and pull down menus to input data.

27. The method of claim 21 further comprising the step of retrieving from the database data on at least one of the employee and the first reviewer to populate the electronic evaluation form.

28. The method of claim 21 further comprising the step of sending the employee an email requesting that the employee initiate an electronic evaluation form.

29. The method of claim 21 further comprising the step of having the employee initiate an electronic evaluation form based upon at least one of completion of a task, after a specified period of time and after a specified number of hours billed to a task.

30. The method of claim 21 wherein the electronic evaluation form is initiated by one of a career counselor and a human resources employee.

31. The method of claim 21 wherein after the electronic evaluation form is made available to the first reviewer the employee can not access the form until after the reviewer has submitted the electronic evaluation form.

32. The method of claim 21 wherein data stored on the database is accessible for generating reports including at least one of a summary of an employee'"'"'s evaluation data, a summary of the evaluation data for a group of employees associated with a reviewer and the status of the reviewer'"'"'s review.

33. The method of claim 21 further comprising the step of making the electronic evaluation form and the first and second set of data accessible to a second reviewer.

34. The method of claim 21 further comprising the steps of accessing the system to display a second electronic form and inputting a third set of data corresponding to the employee'"'"'s performance goals.

35. In a computer system in communication with at least one database and including display means for displaying a plurality of interfaces for inputting data and means for controlling access to the system based on a user'"'"'s role, a method of evaluating work-related performance of an individual comprising the steps of presenting to a first user a first interface for inputting a first set of performance evaluation data, presenting the first interface and first set of data to a second user for inputting a second set of performance evaluation data, presenting to the first user a second interface for inputting a third set of performance data, and presenting to one of the second user and a third user the second interface and third set of performance data.

36. The method of claim 35 wherein the first user is an employee to be evaluated, the first interface is an electronic evaluation form and the first set of data is self evaluation data input by the employee.

37. The method of claim 36 wherein the second user is reviewing the work related performance of the employee and the second set of data is input by the second user.

38. The method of claim 35 wherein the first user inputs the first set of data and in further step submits the first set of data for presentation to the second user.

39. The method of claim 38 further comprising the step of notifying the second user that the first interface and the first set of data are available for review.

40. The method of claim 35 wherein the second interface is an electronic form for receiving inputs on employment goals of the first user.

41. The method of claim 40 wherein the third user is a career counselor.

42. The method of claim 35 further comprising the step of presenting the one of the second user and the third user with a third interface for inputting a fourth set of data.

43. An employee evaluation system comprising at least one database, display means for displaying a plurality of interfaces for inputting data, means for inputting data, means for accessing and presenting to a first user a first interface for inputting a first set of performance evaluation data, means for presenting the first interface and first set of data to a second user for inputting a second set of performance evaluation data, means for presenting to the first user a second interface for inputting a third set of performance data, and means for presenting to one of the second user and a third user the second interface and third set of performance data.

44. The system of claim 43 further comprising computer readable program code embodied on a program storage device for customizing at least one of the first interface and the second interface.

45. The system of claim 43 further comprising means for controlling access to the system based on a user'"'"'s role and login information.

46. The system of claim 43 further comprising means for electronically signing at least one of the first interface and the second interface.

47. The system of claim 43 further comprising means for generating reports based on searches of the at least one database.

48. The system of claim 43 further comprising means for generating a list of overdue performance evaluation data by one of the first user and the second user.

49. The system of claim 48 further comprising means for electronically notifying users who are delinquent in inputting evaluation information.