Performance Review

Phase 1

Description

HR Admin should be able to define questions or Key Performance Indicators (KPIs) per job title to be used for performance review.

Acceptance Test Cases

HR Admin can select job titles and add questions or KPIs per job title.
HR Admin can edit and delete questions or KPIs
HR Admin can optionally define a rating scale with minimum and maximum rating values for the question/KPI.
HR Admin can optionally define a rating scale as default.
If a default rating scale is defined, the rating scale values get automatically populated for KPIs added.
Specifying a subsequent rating scale as default overrides the previous default rating scale.
It is possible to copy KPIs and rating scales from another job title which has the values defined previously.
Copying KPIs and rating scales from another job title replaces all currently defined values of the current job title. Therefore a warning is shown if the current job title already has values defined. HR Admin can select to proceed and copy the values (replace current values).

Description

Acceptance Test Cases

HR Admin can view performance reviews of all employees of all review periods (including past reviews).
Reviewers can view performance reviews done by him or her (including past reviews).
Employees can view their reviews with the state "Approved" (including past reviews).
It is possible to filter reviews based on:
- Job title of employee
- Sub-unit (e.g. division) the employee belongs to
- Employee Name
- Reviewer Name
It is possible to select a review and view review details.
Past (approved) reviews are not editable.
Records count per page should be 50.

Description

Acceptance Test Cases

HR Admin can schedule performance reviews for employees by selecting the employee, a reviewer, and a due date.
Reviewer can be any employee except the one mentioned in Employee field.
When creating a review, HR admin can give the review a time period for performance being reviewed by specifying from and to dates.
HR Admin may edit a review with status "scheduled".
HR Admin may delete a review with status "scheduled".
It is not possible to edit or delete a review if its status changes from "scheduled".
It is possible to schedule multiple reviews for multiple employees for the same reviewer.
It is possible to schedule multiple reviews for the same employee.

Description

Acceptance Test Cases

Once an HR Admin schedules a review, the reviewer receives an email notifying about the review.
Reviewer can log on to OrangeHRM and access reviews scheduled with him or her as the reviewer.
Reviewer can access a review and see the list of questions and/or KPIs defined for the job title of that employee.
For each question/KPI, reviewer can see the expected rating scale (if any).
Reviewer can respond to each question or KPI in the list.
If there's a rating scale defined, reviewer can specify a rating within the range.
If there's a rating scale defined, it is mandatory to specify a rating value.
If the reviewer specifies a rating value outside the rating scale, the system immediately shows an error.
Reviewer can save the review (with responses) and continue with the review later.
The system automatically saves the review every 60 seconds.
Once finished, the review can submit the review.
If a reviewer submits a review without saving the latest, the review is saved at the time of the submission.
After submitting, a review cannot be edited by a reviewer.

Description

Acceptance Test Cases

Upon submitting a review by a reviewer, the HR Admin receives an email notification of the submission.
HR Admin can log on to OrangeHRM, and access the review to be approved.
HR Admin can view the review done by the reviewer.
HR Admin can approve or reject a review by entering a comment.
When HR Admin approves or rejects a review, a notification email is sent to the reviewer with the comment entered by HR Admin.
If a review is rejected, the review becomes editable to the reviewer, and the review can edit and re-submit the review.