Jump to topic:Performing a Crew Evaluation |
Using this feature you can carry out an evaluation on a crew member based on his activity. Based on the scores given for all the items listed on the Evaluation template, the System will calculate an average score for the crew member. Based on the different evaluations carried out for a crew member, you can also view a summary of these evaluations.
The Evaluation Templates available to you would depend on the template settings. The Evaluation Templates are set up in the Administration module in the Evaluation Template Register.
During the evaluation, you can also propose training courses for the crew member. These proposed training courses will then be displayed on the Training Requests screen where a user with the adequate rights will need to either approve or reject the proposed courses.
When carrying out a Crew Evaluation, you can directly access the Crew Behavior Report screen via a link on the Evaluation screen.
Note: Although relevant users can view created evaluation records, only users with the appropriate reviewer level can edit the evaluation. You can set reviewer levels for evaluation templates under the Home - Registers - Evaluation Template screen - Access Control by Role tab.
Screen Navigation: Personnel - Profiles - Activity tab - Evaluation link
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Carrying out an Evaluation on a Crew Member
Screen Navigation: Personnel - Profiles - Activity - Evaluation link - Evaluation tab
To carry out an evaluation on a crew member: 1. From the HR Manager main menu, click Profiles under the Personnel menu. 2. Ensure that the crew profile to which you want to add an evaluation record has been loaded. Use the Personnel search field to search and select the relevant crew profile. Note: To use a previously saved list of crew, click the search icon in the Personnel search field to use the Personnel List feature on the Simple Search window. Use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile. 3. After you have loaded the crew profile record, click the Activity tab. 4. Select an activity that you want to evaluate the crew member on. The Activity screen will be displayed where you can then click the Evaluation link. 5. The Evaluation screen will be displayed. Ensure that you have the Evaluation tab open and click New to create a new evaluation record. Enter information in the following fields:
Note: Notice that the Average Score field will display an average score for this crew member based on all the scores entered. 6. Move on to the Evaluation Details section. Click the Criteria tab and provide a Score for each of the items listed in the table. You can indicate whether the crew member Needs Training, and you can also include Evaluator Comments and Employee Comments as needed. You will not be able to enter a score more that the range that was defined when setting up the template. Note: The Need Training? column (visible once you open a criteria record, by default) can be hidden if required. Please contact BASS Support if you wish to hide the column from view. 7. Click the Operational Performance tab. Here, expand each section and fill in the relevant numbers for the crew member's performance with regard to operational matters. 8. Click the Other Assessments tab and indicate answers for the questions listed under this tab. Note: The Result selected in the 'Is crew ready for promotion' field will be displayed in the For Promotion column under the Evaluation tab on the Evaluation screen to show whether the crew member is ready for promotion. 9. Move on to the Overall Comments tab. This section allows comments pertaining to the crew member to be entered by the Evaluator, Crew and Reviewer in their respective fields. In the Reviewer field, click the '+' icon to add a new row to the table. Then, enter the Date the comment is made, the Name of the person making the comment and finally enter the Comments pertaining to the crew member. 10. Click the Proposed Training tab. Here, you can propose training courses that the crew member should attend. Click the '+' icon and the Evaluation - Proposed Training window is displayed. Select the relevant training course and click OK. The Training Course will now be listed under this tab. The Status of Training will be listed as 'Proposed'. Enter a tentative date when the crew member should attend this training in the Tentative Date field. A user with the necessary access rights will be able to approve or reject this proposed training course using the Training Requests feature. 11. Click Save to save all the evaluation entries.
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Setting a Goal for a Crew Member
Screen Navigation: Personnel - Profiles - Activity - Evaluation link - Goal tab
To set a goal for a crew member: 1. From the HR Manager main menu, click Profiles under the Personnel menu. 2. Ensure that the crew profile for which you want to set a goal target has been loaded. Use the Personnel search field to search and select the relevant crew profile. Note: To use a previously saved list of crew, click the search icon in the Personnel search field to use the Personnel List feature on the Simple Search window. Use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile. 3. After you have loaded the crew profile record, click the Activity tab. 4. Select an activity which you want to set goals for the crew member. The Activity screen will be displayed where you can then click the Evaluation link. 5. The Evaluation screen will be displayed. Click the Goal tab and click New to create a new goal. Enter information in the following fields:
6. Click Save to save all the goal entries.
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