Quarterly Appraisal Process Walkthrough

Introducing Quarterly Performance Review
Applicable to LoB : Infra, Apps, ERS, DPO, D&A, SAP Practice

Target Population : Employees in band E0-E3
1 | Technology for the next decade, today Copyright © 2020 HCL Technologies Limited | www.hcltech.com
AGENDA
 Overview: Quarterly Performance Review
 How is it different from Annual Performance Review?
 Benefits for the employees
 Tool Walkthrough
OVERVIEW: QUARTERLY PERFORMANCE REVIEW
 The rationale behind introducing the Quarterly Performance Review Cycle is to build a culture of
Continuous Feedback in the organization.
 To move towards a more global outlook and embrace best practices in performance management
 With a simple, structured process the idea is to promote productive conversations between
employees and their managers about performance at least four times a year, if not more.
Goals Quarterly Review Incentive Payout
Employee and Manager mutually Employee and Manager do

discuss and create goals for the quarterly check-ins
year Performance score-based
• Setup 1:1 Meeting for detailed incentive payouts
• Seek On-demand feedback discussions
throughout the year
BENEFITS FOR THE EMPLOYEES
 Continuous learning and meaningful conversations at regular

intervals
 Greater employee engagement with frequent feedback sessions
between manager and employee
 Provides time to employee to improve performance and
eliminates year-end surprises
 Tangible quarterly milestones to foster greater employee
visibility into performance review process
HOW IT IS DIFFERENT FROM ANNUAL REVIEW
Annual
Rating based Annual 7 Stage review 3 level Rating Year-end Employee

Performance review process Review manager Discussion
Quarterly
Every quarter
Score Based 4 Stage review Empowerment to
connect with
Quarterly review. process manager
Manager
TOOL
WALKTHROUGH
PERFORMANCE MANAGEMENT ROUTE MAP
Active quarter of the Performance

Cycle is highlighted
The 5-stage Quarterly Performance

Review Route Map
>> The current stage that needs attention is in Orange and once complete the stage icons will be seen in Green. You will only have a view of the current
active stage. The previously completed stages will be disabled and the subsequent stages (seen greyed out here) will be enabled for the stage owners in
due course as the form progresses in the cycle.
GOALS:
APPRAISER’S
VIEW
APPRAISER’S CONSOLE Appraisers can navigate through My Pending Actions
tab to complete the tasks across various stages in
the performance review cycle.
The action items for

the employees aligned
to quarterly review can
be seen under this tab
Click here to set the goals for

team members
SUMMARIZED STAGE-WISE VIEW OF TEAM
Click on View/Edit icon to

define goals for team member.
DEFINE GOALS FOR TEAM MEMBERS
When the Goals Stage is launched, there are 2 scenarios:

1. A blank form is launched (as you can see on the screen here).
2. Role based LOB specific pre-defined scorecard pre-populate
In the first scenario, the Appraiser

has the option to:
1. Add New Goal,
2. Import from Goal Library
3. Replicate from Previous Quarter
(This option will not be available
for the first Quarter of the
Performance Review Cycle.)
ADDING NEW GOALS
To Add Goals click on this tab
and key in the details as can be
seen in the fields on this screen
Click to save the details added
On reaching the Total Goal

Weightage of 100% you can
Publish the Goals from here.
To publish the same set of goals for
CLONE GOALS more than one team member Click the
Clone Goal tab
CLONING GOALS
Select the employee and the Quarter Choose the checkbox next to Select All to replicate
from where goals need to be replicated the goals for all your team members OR select the
checkbox against individual names to replicate the
goals for a chosen few members of your team.
Click to make the goals

visible to the appraisee
GOALS:
APPRAISEE
VIEW
APPRAISEE’S CONSOLE
Active quarter of the

Performance Cycle is highlighted
Current/ Active
stage is visible in
Orange
COMPREHENSIVE VIEW/ 1:1 MEETING/ ON-DEMAND FEEDBACK
The option to Create 1:1 meeting and
seek On Demand Feedback get
Detailed view of the activated once the goals are published.
published goals is visible here To initiate dialogue through meeting or
on the tool, click the respective tab
INITIATING 1:1 MEETING
Historical records of the previous 1:1 meetings
Initiate 1:1 Meeting from here
SCHEDULING 1:1 MEETING
Key-in the necessary details to set the context with the Appraiser
Click to initiate 1:1 Meeting
ON DEMAND FEEDBACK
Choose the KPP that you need to seek feedback on.
Key in your remarks here
Click to initiate your

feedback request
SUPPORT
AVENUES
TOOL PATH & QUERY RESOLUTION
You can access the tool using the below path:
My
MyHCL HR Studio Perform
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 >> Create New Request >> Issue Type - All >> My Performance

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Introducing Quarterly Performance Review

Applicable to LoB : Infra, Apps, ERS, DPO, D&A, SAP Practice

 Overview: Quarterly Performance Review

 How is it different from Annual Performance Review?

 Benefits for the employees

Goals Quarterly Review Incentive Payout

Employee and Manager mutually Employee and Manager do

 Continuous learning and meaningful conversations at regular

Rating based Annual 7 Stage review 3 level Rating Year-end Employee

Active quarter of the Performance

The 5-stage Quarterly Performance

The action items for

Click here to set the goals for

Click on View/Edit icon to

When the Goals Stage is launched, there are 2 scenarios:

In the first scenario, the Appraiser

Click to save the details added

On reaching the Total Goal

Click to make the goals

Active quarter of the

Initiate 1:1 Meeting from here

Click to initiate 1:1 Meeting

Choose the KPP that you need to seek feedback on.

Key in your remarks here

Click to initiate your

You can access the tool using the below path:

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