Tutorial 3 Teamwork Work Plan Performance Evaluation And Bonus Assignment V2.0
- 1. Clearvale Tutorials Tutorial 3 Teamwork Work Plan Performance Evaluation and Bonus Assignment
- 2. Tutorial episodes Work plan setup. Work Plan Tracking. Work Plan Performance Evaluation and Bonus Assignment
- 3. What do I need to do? I have already created a project Plan using Teamwork to plan and monitor the activities involved in organizing Clearsoft’s User Conference. The User Conference preparation has been completed and the conference itself has taken place. It has been a great success so now I wish to evaluate the team members’ work and assign bonuses accordingly.
- 4. What do I need to do? For the sake of the exercise I will review the work of two of my team members and of the work they have done. I will review and award bonuses for the following tasks assigned to the Top Goal: Gather and prepare presentation materials Gather roadmap materials Assigned to and completed by Jason Heggs Gather customer success stories Assigned to and completed by Andrea New
- 5. Clearvale’s Teamwork tool has been used to set up the project for the organization of the Clearsoft User Conference and to coordinate the team involved in the organization. The goals and tasks have been set to complete and for each goal and task it is possible to assign a Reviewer Rating ranging from 0 –100 This counts towards an overall evaluation ‘score’ that can be viewed in one of the Reports available in Teamwork. Within Teamwork it is possible to create a Bonus plan based on the activities of a project plan and to assign bonuses to the individuals involved. How can Clearvale help ?
- 6. How to: Assign review ratings Only the reviewer of a Goal or Task may assign review ratings. You will need to log into the Clearvale network and then to access the Teamwork plan as the reviewer Go to the My Objectives tab and select your plan. Double-click on the goal or task you wish to assign a review rating for.
- 7. How to: assign review ratings In this example you can set the Reviewer rating for a Top Goal or a Sub Goal. Then press Save.
- 8. How to: assign review ratings In this example you can set the Reviewer rating for a Task. Then press Save
- 9. How to: assign review ratings We will deal only with Jason Heggs and Andrea New In the summary below we can see that Jason Heggs has two activities assigned (one goal and one task). Andrea New has one activity assigned. Here we can see the summary of the reviewer rating each member has received.
- 10. How to: report on evaluations We will now create a report which summarizes evaluations assigned to project members. To create the report: go to the Reports tab. select the ‘My Reports’ task Completion Evaluation’ report. Select the plan to report on.
- 11. How to: report on evaluations In this example the reviewer can see the overall reviewer rating for the work carried out by the people reporting to the reviewer.
- 12. How to: create and manage a Bonus plan Based on the evaluations and reviews you will now assign bonuses to the project team members. To create a bonus plan: Go to the Performance and Bonus tab. Click on Add to add a new Bonus plan. You will then provide the relevant details on the Bonus Plan as shown on the following slide.
- 14. How to: create and manage a Bonus plan Select the project plan for which you wish to assign bonuses. The start and end dates will default to those defined on the plan. Give the Bonus a name, the total to be awarded for all the bonuses and the bonus reviewer.
- 15. How to: create and manage a Bonus plan The Total Real Bonus will be the sum total of all the possible bonuses awarded to each individual (it should not exceed the Total Target Bonus. The Bonus status will be set to submitted once the bonus plan has been defined and approved by the reviewer.
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