OnTrack overview

 

Some organisations have paper-based processes for writing position descriptions, recording performance reviews and tracking capabilities/competencies.

This information is often filed in separate places, particularly in individual employees' files, so it is often difficult to aggregate and obtain an overall snapshot of performance within an organization. In addition, people lose paper or forget where it is filed, and an organisation cannot keep track of which manager has and has not "done their bit". Where an organisation is using a Word or Excel template (or equivalent), similar problems exist with storage, location, access and aggregation - as well as simply not saving a file or having a corrupted file. In addition it is difficult to control one person editing another's version. Common access to personal information is also a problem with electronic templates.
 
The OnTrack Performance System is a comprehensive, easy-to-use, web-based software application that overcomes these issues. OnTrack tracks all aspects of employee performance, including competencies, key result areas (KRAs), development plans and assessments. Optionally, it can include position descriptions, talent and succession planning, as well as feedback from other employees or managers. It is designed as an online integrated system for managers and their employees. It is workflow-based, creating automatic notifications. Managers can view the actions they need to take in a single place. Nothing gets lost! Employees and managers can enter and exit the system at any time, and their previous work is waiting for them to build on.

And, for the first time, HR knows who has done what, when at the click of a mouse.

Each employee and their immediate manager can easily enter their own information. A summary activity screen informs each manager at a glance what they have to do and what their employees have done. Employees have the opportunity to put forward their plans and progress, and these are automatically presented to their manager for comment and/or sign-off. The system accommodates multiple levels of sign-off and can also have different roles signing off on different components. For example, managers may only need to sign development plans, while managers-once-removed may only sign off on evaluations (appraisals or reviews or whatever you want to call them).

All access and changes are made under network password validation. Network security and access profiles are replicated in OnTrack. This means that only employees can change their own data, even though their managers can see it, and only a manager can add comments or make assessments of their direct reports. Managers can only see the data of their own direct and indirect reports, and employees can only see their own data. Administration can be de-centralised, ie, local areas can administer there own employees, or it can be under central control.

Employee data can be downloaded from a central payroll (where OnTrack is the slave to a master system) or employees can be manually entered, edited or deleted as the come on board, move or depart. OnTrack data can be amalgamated with payroll and opinion data to create human capital metrics and tracking for engagement and retention management. OnTrack is a cost effective solution and can plug into existing ERP or payroll/HMIS applications. It can also be part of or the basis of an employee kiosk (self-serve) portal.

OnTrack uses standard Internet navigation and comes with full on-line help and screen specific guidelines. It is quick to customize - you can specify different fields, use your own rating scales, change field names, and modify reports as well as workflow logic.

OnTrack replaces your paper process. It will not improve the quality of performance management discussions, but it will make process administration and generating whole-of-organization information a breeze.


OnTrack features

Key components

The OnTrack performance management system includes:

  • A full position description which includes a competency or capability profile that an employee may be assessed against. PDs can be unique or generic (many employees assessed against the same profile).
  • Performance plan and progress - includes Key Result Areas (KRAs or key performance indicators - whichever your organization uses), as well as key actions and measures for each KRA. The progress against each KRA can be tracked.
  • Additional performance plans for special employees, eg, at risk components, or individual scorecards
  • Development plan and progress.
  • Assessment against KRAs and competencies/capabilities.
  • Process feedback/evaluation submitted by the employee
  • Feedback from peers and/or other managers
  • Talent pool management
  • Links to training booking system.

All of the above items are optional. Assessments can be done yearly and/or half yearly and next year's performance management activities can be commenced before the current year is complete. For example, plans for the next cycle can be entered before the previous cycle is signed-off. OnTrack is built around a generic performance management cycle which can be tailored to meet your specific organizational requirements.

Using your terms

OnTrack has been developed using a common set of performance management terms, but these can be tailored to meet your requirements. 
 
Security

Each employee can use an existing login (such as a network or portal login) to access data or the system can accept a unique login. Optionally, at any time an employee or manager submits or authorizes a performance management component, the user is asked for validation. A manager can only view the data of employees that are part of his/her organization unit.
 
Historical archives

Every employee and their manager can see the employee's previous years' plans, comments and assessments by simply choosing the relevant year from a drop down list. An employee’s history travels with them irrespective of job, manager, organizational unit or location changes.and this means that historical records can be easily accessed. Once a manager completes a final assessment, a snapshot of the year's data is taken and stored in the database. Previous years' data cannot be edited. An employee's historical data stays with them.
 
Sitting beside your Payroll/HRIS

OnTrack has been designed to use your existing employee data. In other words, you do not have to load into OnTrack any employee details such as name, number, organizational unit, position title, etc. Your system administrator can do an electronic upload from your payroll to OnTrack as and when you desire or this can be automated to happen on a daily basis. As long as your employee data is electronic and the information is maintained in your Payroll/HR system, OnTrack can interface with it.

Data can also be returned to your payroll, if required.

Optionally, employees can be manually entered into OnTrack by an administrator.
 
Business rules and emphasis

  • KRAs and core competencies entered in a position description automatically populate the employee's performance plan (optional)
  • Two half yearly formal reviews but can be customized
  • Employee has access to all of own and manager's comments
  • Employee does most of input - manager reviews and approves - or this can be reversed
  • Manager can track status changes at any time
  • One or more levels of review (eg, only manager and/or second level or next-up manager sign-off)
  • A manager can see the data of all his/her direct and indirect employees, but cannot see the data of employees from other areas
  • HR has access to all information and/or local administrators have access only to their assigned organizational unit.
  • At all times when data is updated (by employee) or authorized (by manager) user validation is required (optional)
  • Next year's performance and development plans can be prepared before the completion of this year's activities
  • Employee completes feedback form after reviews are complete and manager can see these comments
  • Multiple levels of sign-off can be accommodated.
Recording comments and assessments

Employees and managers can record unlimited comments on KRA progress, evidence of competency demonstration and development plan progress, as well as overall comments for the end of a cycle. In addition, employees can record their suggested ratings beside the manager's authorized rating.
 
Keeping track of activity status

Whenever an employee creates, updates or completes a component of their performance management activities, eg, performance plan for next year or recording competency evidence for the previous period, OnTrack automatically records and displays the last date that this component was committed to the database by the employee. Employees can then see what they have and have not done throughout the whole cycle for the current, previous or future years. By simply clicking on the component, the employee is taken to that screen.
 
What managers need to know

Managers can see who their direct reports are (and which of these employees also have direct reports). By clicking on the direct report's name they are immediately taken to this employee's performance management screens.

Managers can track who has and has not completed performance management components. Clicking on the number of employees who have not done something will display their names. Clicking on the employee number will take you directly to that employee's information.

A manager can access information on employees in their area that they don't manage directly, ie direct reports and indirect reports.

There is a web-based administrator module which tracks what is happening for the whole process, together with organization-wide reports of ratings, rating movements, training demand, and reporting relationships.. All reports have filters such as date ranges and organizational units and all reports can be exported as delimited files.

OnTrack faqs

Questions

Can the number performance reviews (evaluations) conducted each year be changed?
Can we use our own rating scale?
Can we use our own organization's colors and logo?
How much customization is required?
Do we need a web-server in-house?
How does the system handle a dispute between an employee and a manager?
How are changes/additions to performance plans or development plans authorized?
Can we change the modules or components that make up a performance management system?
Can employees see different components or screen layouts or particular fields, just from their logon?
Can items such as photographs and supporting documents be held in an employee's record?
What happens if a user forgets their password?

Answers

1
Can the number performance reviews (evaluations) conducted each year be changed?
Yes. The generic product is set at twice per year, but it can be set at whatever frequency a manager or employee requires, eg, monthly, quarterly or yearly reviews. As a standard feature, different employees in different areas of an organization or different employees reporting to the same manager can have a different number of reviews in a year. Review names are created by the system administrator. An unlimited number of reviews can be conducted for an employee during a performance year.
2
Can we use our own rating scale?
Yes, this is totally user-defined.
3
Can we use our own organization's colors and logo?
Yes, you can have whatever you want in terms of images and colors (as long as they comply with Microsoft standards).
4
How much customization is required?
None is necessary. You can buy the product off-the-shelf. However, you can also customize any aspect of the product and use your terms and business rules.
5
Do we need a web-server in-house?
Yes if you are hosting it. No, if we host it on our servers.
6
How does the system identify users?
Through their network logon and password or the login from any other organization-wide system.
7
How does the system handle a dispute between an employee and a manager?
Once a review is completed, the employee can access a dispute screen which sends an email to his/her manager and to the HR Department. It is up to the organization how this is acted on. Alternatively, disputes are handled off line using a standard grievance process.
8
How are changes/additions to performance plans or development plans authorized?
Whenever any change is made to a component of the performance management process, it is saved and then validated by the user making the change, through entering their network password, ie, only the user can authorize their own changes. Once a change is validated, a new status date for that component is displayed. Only an employee can add comments about progress to their part of the performance and development plans, and to their overall assessments, and only managers can add comments to their parts. Each party can see what the other has written but they cannot change the other's comments.
9
Can we change the modules or components that make up a performance management system?
Yes. All components are optional. You can pick and choose what you want. It is even possible for some components to be mandatory for everyone while other components are required for only a few employees, eg, senior executives.
10
Can employees see different components or screen layouts or particular fields, just from their logon?
Yes.
11
Can items such as photographs and supporting documents be held in an employee's record?
Yes, and this is only limited by the size of your database (storage capacity).
12
What happens if a user forgets their password?
Once the user has supplied their logon ID, the system can email the user a new password. In addition, there is a secret question and answer feature. Answering the secret question correctly enables the creation of a new password.
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