Employee performance management method and system

• US 20040088177A1
• Filed: 11/04/2002
• Published: 05/06/2004
• Est. Priority Date: 11/04/2002
• Status: Abandoned Application

• Current Assignee: Hewlett-Packard Development Company, L.P. (HP Inc.)
• Original Assignee: Electronic Data Systems Corporation (Perspecta, Inc.)
• Inventors: Travis, Karma S., Bourdette, Jay Russell, Varjian, Samantha A., Eves, Edward Thomas III
• Application Number:
  US10/287,147
• Publication Number:
  US 20040088177A1
• Time in Patent Office: Days
• US Class Current: 705/1
• 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
• CPC Class Codes: G06Q 10/105 Human resources

Abstract

A performance management system for identifying, differentiating, and rewarding performance of an employee, comprising: means for communicating performance status to the employee; means for communicating to the employee differences between the communicated performance status and a performance standard associated with the employee; and means for developing a prescriptive path for the employee to adjust the communicated performance status in response to said performance standard.

Claims

1. A method for managing organization personnel through automated performance documentation, comprising the steps of:

a. generating a template-based evaluation record for documenting personnel performance over defined intervals of a performance evaluation period;

b. generating a template-based future performance plan with reference to said template-based evaluation record, said template-based future performance plan comprising a plurality of objectives relating to personnel performance standards;

c. reviewing personnel performance at approximately the end of said defined intervals referring to said template-based future performance plan; and

d. repeating steps a. through c.;

above, through successive performance evaluation periods referring to any existing prior ones of said template-based evaluation records and said template-based future performance plans.

2. The method of claim 1, further comprising the step of drawing personnel data for completing said template-based evaluation record from a pre-existing corporate directory service.

3. The method of claim 2, wherein said pre-existing corporate directory service comprises instructions written in a first computer language and said template-based evaluation record comprises instructions written in a second computer language, and further wherein said first computer language differs from said second computer language.

19. The method of claim 1, further comprising the step of grouping the performances a subset of individuals of the personnel of an organization according to a predetermined set of criteria.

20. The method of claim 19, further comprising the step of recommending compensation adjustments for each of a subset of individuals within the organization personnel according to the grouping of said subset of individuals.

4. A method for managing organizational personnel though a single integrated interface using automated performance documentation, comprising the steps of:

generating a template-based evaluation records comprising a predetermined set of evaluation records for documenting personnel performance over defined intervals of a performance period, wherein each of said predetermine set of evaluation records relates to a subset of individuals of said organizational personnel

generating a template-based future performance plan with reference to any existing prior ones of said predetermined set of evaluation records for said a subset of individuals, said template-based future performance plan comprising a plurality of objectives relating to personnel performance standards; and

reviewing at approximately the end of said defined intervals of said performance period the progress of selected ones of said at least a subset of individuals referring to said template-based future performance plan.

5. A method for generating a template-based evaluation record for managing the performance of an individual within the personnel of an organization, comprising the steps of:

generating an evaluation record comprising the individual, said evaluation record comprising initially the individual name, organization and identification designation, organization, and location data;

assessing the performance of said subset of individuals using a template-based menu for assessing competencies and skills of said individuals.

6. The method of claim 5, further comprising the step of erecting an individual performance plan for said subject of said individuals using a template-based menu of objectives.

7. The method of claim 6, wherein said objectives derive from a template-based menu of business objectives.

8. The method of claim 6, wherein said objectives derive from a template-based menu of learning objectives.

9. The method of claim 5, further comprising the step of assessing the performance of said subset of individuals according to observed performance strengths of said subset of individuals.

10. The method of claim 5, further comprising the step of saving said evaluation record as a template for future use in generating additional evaluation records.

11. The method of claim 5, further comprising the step of soliciting assessment information from peers of the individual within the organization.

12. The method of claim 5, further comprising the step of soliciting assessment information from customers of the individual from outside the organization.

13. The method of claim 5, further comprising the step of soliciting assessment information from team members of teams within which the individual has performed.

14. The method of claim 5, further comprising the step of tracking the progress of the individual with reference to said individual performance plan at defined intervals within performance evaluation period.

15. The method of claim 5, wherein said competencies further comprise a set of shared competencies drawn from a template-based menu of shared competencies.

16. The method of claim 5, wherein said skills further comprise a set of job specific skills drawn from a template-based menu of job specific skills.

17. The method of claim 16, wherein said job specific skills associate with predetermined job codes relating to predetermined jobs within the organization.

18. The method of claim 5, wherein said skills further comprise a set of supplemental skills benefiting the individual'"'"'s job performance.

21. The method of claim 5, further comprising the step of generating a template-based report of said evaluation record.

22. The method of claim 6, further comprising the step of transferring within the organization a subset of evaluation record relating to said subset of individuals.

23. The method of claim 5, further comprising the step of searching for a named individual according to the existing of an associated evaluation record.

24. The method of claim 16, further comprising the step of searching for job code standards according to a job code database associated with the personnel of the organization.

25. A performance management method for identifying, differentiating, and rewarding performance of an employee, comprising the steps of:

communicating performance status to the employee;

communicating to the employee differences between the communicated performance status and a performance standard associated with the employee; and

developing a prescriptive path for the employee to adjust the communicated performance status in response to said performance standard.

26. A system for managing organization personnel through automated performance documentation, comprising instructions for:

a. generating a template-based evaluation record for documenting personnel performance over defined intervals of a performance evaluation period;

b. generating a template-based future performance plan with reference to said template-based evaluation record, said template-based future performance plan comprising a plurality of objectives relating to personnel performance standards;

c. reviewing personnel performance at at approximately the end of said defined intervals referring to said template-based future performance plan; and

d. repeating steps a. through c., above, through successive performance evaluation periods referring to any existing prior ones of said template-based evaluation records and said template-based future performance plans.

27. The system of claim 26, further comprising instructions for drawing personnel data from a corporate directory for completing said template-based evaluation record from a pre-existing corporate directory service.

28. The system of claim 27, wherein said pre-existing corporate directory service comprises instructions written in a first computer language and said template-based evaluation record comprises instructions written in a second computer language, and further wherein said first computer language differs from said second computer language.

42. The system of claim 27, wherein said job specific skills associate with predetermined job codes relating to predetermined jobs within the organization.

44. The system of claim 27, further comprising instructions for grouping the performances a subset of individuals of the personnel of an organization according to a predetermined set of criteria.

45. The system of claim 27, further comprising instructions for recommending compensation adjustments for each of a subset of individuals within the organization personnel according to the grouping of said subset of individuals.

29. A system for managing organizational personnel though a single integrated interface using automated performance documentation, comprising instructions for:

generating a template-based evaluation records comprising a predetermined set of evaluation records for documenting personnel performance over defined intervals of a performance period, wherein each of said predetermine set of evaluation records relates to a subset of individuals of said organizational personnel

generating a template-based future performance plan with reference to any existing prior ones of said predetermined set of evaluation records for said a subset of individuals, said template-based future performance plan comprising a plurality of objectives relating to personnel performance standards; and

reviewing at approximately the end of said defined intervals of said performance period the progress of selected ones of said a subset of individuals referring to said template-based future performance plan.

30. A system for generating a template-based evaluation record for managing the performance of an individual within the personnel of an organization, comprising instructions for:

generating an evaluation record comprising the individual, said evaluation record comprising initially the individual name, organization and identification designation, organization, and location data;

assessing the performance of said subset of individuals using a template-based menu for assessing competencies and skills of said individuals.

31. The system of claim 30, further comprising instructions for erecting an individual performance plan for said subject of said individuals using a template-based menu of objectives.

32. The system of claim 31, wherein said objectives derive from a template-based menu of business objectives.

33. The system of claim 31, wherein said objectives derive from a template-based menu of learning objectives.

34. The system of claim 30, further comprising instructions for assessing the performance of said subset of individuals according to observed performance strengths of said subset of individuals.

35. The system of claim 30, further comprising instructions for saving said evaluation record as a template for future use in generating additional evaluation records.

36. The system of claim 30, further comprising instructions for soliciting assessment information from peers of the individual within the organization.

37. The system of claim 30, further comprising instructions for soliciting assessment information from customers of the individual from outside the organization.

38. The system of claim 30, further comprising instructions for soliciting assessment information from team members of teams within which the individual has performed.

39. The system of claim 30, further comprising instructions for tracking the progress of the individual with reference to said individual performance plan at defined intervals within performance evaluation period.

40. The system of claim 30, wherein said competencies further comprise a set of shared competencies drawn from a template-based menu of shared competencies.

41. The system of claim 30, wherein said skills further comprise a set of job specific skills drawn from a template-based menu of job specific skills.

43. The system of claim 30, wherein said skills further comprise a set of supplemental skills benefiting the individual'"'"'s job performance.