My Performance

User Manual: Goal Setting & Continuous Assessment

LEGAL DISCLAIMER
“My Performance” initiative from HCL (‘Company’) consisting of Goal Setting, and Continuous Assessment.

1. May not address every question or every possible circumstance with respect to every employee situation
2. Should be always read in conjunction with applicable laws of the jurisdiction, and the respective employment contract (another applicable
employment policies and procedures) pursuant to which an employee has been hired. In case of any conflict between this document on one
side and any applicable laws of the jurisdiction or employment contract on the other side, the applicable laws of the jurisdiction or the
applicable employment contract, will prevail

3. Nothing in “My Performance” is designed to interfere with, restrain, or prevent an employee from exercising statutory rights, wages, hours of
work, collective bargaining or other terms and conditions of employment, which are protected under law. HCL employees have the right to
engage in or refrain from such activities

4. In the process of implementation of ”My Performance”, Company may receive different types of information about the employee, including: 1)
the information the employee chooses to share (such as locational preference, target roles, etc.); 2) Information others share about the
employee (peers , managers and others); and 3) Other information the Company receives about the employee (including additional related
data or metadata) such as when the employee looks at another employee timeline, post a referral or otherwise interact with the “My
Performance” platform. Personal information of any employee that HCL obtains or receives during this process will be held and used in
accordance with applicable data privacy laws and HCL’s policy in this regard. It will be treated confidentially and shared internally with a limited
number of people who have a need to know or who are responsible for dealing with its implementation. This may, in some cases, include
persons in other countries (including India) where HCL does business or have a back office presence. The Company will store such
information/data for as long as the employee is employed with HCL and/ or the Company reasonably requires access to such information

5. Notwithstanding anything contained herein, the Company is authorized to share the aforementioned data/information, in case the Company
receives any specific direction/s for sharing any data or information regarding an employee from any governmental or judicial or quasi-judicial
authority etc.
 AGENDA
Walkthrough – Appraiser – Goal Setting
• My Performance Introduction
Walkthrough – Appraisee – Goal Setting
• Goal Management Overview
Overview
• Goal Management-Walkthrough
Key Highlights–(Appraiser
Appraisee& –Appraisee)
Continuous Assessment
• Goal Management-Walkthrough
Key Benefits – Appraiser – Continuous Assessment
• Goal Management- Process Flow
Helpdesk
• Goal Management- Tool Walkthrough
• Helpdesk
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Goal Management- Tool Walkthrough

Appraiser View: Goal Setting

 Appraiser Console- Self & My Team

Navigate your own Goals Form

from here
Navigate your own Goals Form
from here

Self Review Form

Click on “Self” button to view your own form, where it is pending, and with whom it is pending
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Appraiser Console- Self & My Team
View all your Team Review
Forms & their pendency at
respective stages

View all your Team Review

Forms & their pendency at
respective stages

Summarized View of your Team

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Click on “My Team” button to see the summary of all forms of your team and where all the forms are
pending
Appraiser Console- My Pending Actions

Click on your
pending action

Role Based Dashboard with

stage-wise pending records

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Click on “My Pending Actions” button to see role and stage wise pending records
Summarized View of your Team

Sort Option available on Search Appraisee

all the Headers

You can view all the forms in a summary format and sort them on basis of SAP ID, Employee
Name, Band, Country, Role, Project Code, and Stage

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To open filters window, click on filter sign on top right of the screen
Refine Your Search

You can filter using Role, Project, Band,

Country, and Stage

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Take Employee Wise Action

Click here to take action

You can open an individual form using View/Action button

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Role based Goals Assigned to Appraisee

Goals of the selected employee

You can view Review period, Goal Period and Weightage of goals simultaneously
Review Period: Top Right Corner || Goal Period: Left Side of the Screen || Weightage: Right Side 11
Employee Profile View

View Employee Profile

To view Employee profile, as mentioned, click on name of the employee

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Options to View/Edit Goals

Delete
Goal

View/Edit
existing Goal

Click on View/Edit to modify goals and click on delete button

to delete a specific goal 13
Options to Update and Navigate

Pop-up window once clicked on View/edit option

Add Goal option will not be visible if weightage reaches to 100%

View Goals before

Publishing to Employee

Navigate Goals Via Previous &

Next icons
Options to Add Goal

Add New
Goal

You can “Add Goal” if total weightage of goals is less than 100%. To add a goal in case the total
goal weightage of goals is 100%, you need to reduce the weightage of an existing goal or delete it
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Add New Goal

All fields are mandatory

You need to fill Category, Key Performance Parameter, Description, Weight, Target Unit, and Target to Add new goal. Click on
Add, as shown, to confirm a new goal
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Publish to Employee

View Goals before

Publishing to Employee

17 to
Click on “Publish to employee” button
Save the details for further edit
make changes visible in Appraisee login
Publish to Employee “Confirmation” Button

Navigate Goals Via forward & back icons

Once you click on “OK” button, goals will be Published to Employee.

Form will move to Continuous Assessment stage post 10 calendar days from first date of publish
Add Goal option will not be visible if weightage reaches to 100%

View Goals before

Publishing to Employee

Goals available to Appraisee in read

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Save the details for further edit only format & get notified once
published
Goals Published to Appraisee

Navigate Goals Via forward & back icons

Once, the goals are publishedAdd

to Employee, Review
Goal option Form
will not be will move
visible to, Continuous
if weightage reaches to 100%
Assessment post 10 calendar days from the date of first publish
View Goals before
Publishing to Employee

Goals available to Appraisee in read

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Save the details for further edit only format & get notified once
published
Option for updating Goals in Bulk

Update Goals of your Team in Bulk

You can update goals of your team members, who perform same role and are of
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the same band using Bulk Action
Bulk Update of Goals

Select All Option

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Copy & make changes visible to employees

• List of all employees will be pre-populated in “Copy from” section, select an employee and you will see list of employees with same role and band in “Copy To” section
• You can either copy the goals and make further edits at individual forms or you can copy & publish to employee if no further edits are required
Goal Management- Tool Walkthrough

Appraisee View: Goal Setting

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Appraisee Console- Goals not yet Finalized

*Appraisee can track review form by knowing the person with whom it is pending at a particular stage

Current Stage

You can know the stage owner and due date for action by mouse over on a particular stage

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Appraisee Console- Goals Published to
Employee

View your Goals for the Review Period

*Appraisee can track review form by knowing the person with whom it is pending at a particular stage

Current Stage

Role based default goals will be pre-populated in your goal sheet. Your manager will validate/modify
your goals as per business requirement, put in relevant targets and will publish goals to you. You will get
a mail confirmation once the goals have been published to you. A 10-day window will be available to
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both employee and manager for discussing the goals set. Post 10 days from the date of first publish of
goal sheet to employee, the goals will get auto finalized and will move to next stage
Appraisee Console- Goals Published to
Employee

View your Goals for the Review Period

Navigate Goals via Next & Previous

*Appraisee can track review form by knowing the person with whom it is pending at a particular stage
Icons
Current Stage

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Goal Management- Tool Walkthrough

Appraisee View
Continuous Assessment
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 Appraisee Console

*Appraisee can track review form by knowing the person with whom it is pending at a particular stage
Goals Finalized by Appraiser
Current Stage

You can see all the stages of performance review cycle. Stage in orange is the current stage and stage which gets completed
are highlighted in green colour. Once the goals are auto finalized post the elapse of 10 day window from the date of first
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publish , your goal form will move to continuous assessment stage.
Update Achievements Against Set Goals

Click to edit add self-remarks

You can update your achievements against the set KPPs through out the review period and “Save” them to
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make them visible to your appraiser .
Update Achievements Against Set Goals

Finalized Goal Details

Update Achievements &

additional Inputs, if any

Save the details to make

it visible to Appraiser 29
Goal Management- Tool Walkthrough

Appraiser View
Continuous Assessment
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Appraiser Role

Records at Continuous Assessment

Click to open all record’s list

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Take Employee Wise Action

Click to view Appraisee’s goals

You can open an individual form using View/Action button

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Update Appraisee Achievement & Give Feedback

Click to view Appraisee’s goals

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You can provide your remarks and feedback against the set goals throught out the
review period and click on Save to make it visible to the employee
Update Appraisee Achievement & Give KPP wise Feedback

View Appraisee’s Inputs

Share Feedback with

Capture Achievements Appraisee
against set goals for
Appraisee
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Tool Path & Query Resolution

You can access the tool using the below path:

MyHCL HR Studio Perform My

Performance

• For further details, please refer User Manual & FAQs under ‘Help’ section of
‘My Performance’

• Please connect with you HR partner for support, OR

• For any query, please raise SSD via:
MYHCL >> SSD >> Service Request >> Group - HR >> Process - Performance
Management >> Sub Process – Goal Setting/Continuous Assessment
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Thank You!

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