🚀 P&D Roadmap Update

  • 25 January 2023
  • 8 replies
  • 870 views

Userlevel 3
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  • Personio Product Manager
  • 5 replies

Dear Community, 

My name is Milan, and I’m a Product Manager at Personio. I’m really thrilled to be sharing with you the exciting developments and updates that our teams are working on for our Performance and Development product. Our top priority is always to provide the best possible experience for you, by constantly striving to improve and enhance our product.

In the coming 6 months, we have a number of exciting updates and new features planned that we believe will greatly benefit your daily doing. From improved User Experience and introduction of Performance Cycle Reporting and Calibration, to supporting employees to proactively request Continuous Feedback, we are dedicated to making our product the go-to solution for all your Performance and Development needs. 

We appreciate your continued support and feedback, and as always, we are here to help with any questions or concerns.

Now, let’s see what’s coming up next! 

 

Performance Cycles  

 

⚙️ Customize sharing settings for Manager Reviews 

This feature allows P&D admins to tailor the sharing settings for Manager Reviews to fit their specific organizational culture. With this update, HR Managers will have the flexibility to determine when Manager reviews are shared with employees. They can choose if a Manager Review needs to be reviewed and calibrated by the respective HR Manager first, or if it can be shared directly with the employee. This will give HR Managers more control over the review process and align it better with their organization's needs.

 

📊 Cycle Reporting and Calibration 

We will introduce a new Analytics tab in the Cycle Overview, where HR Managers will be able to review quantitative/scale-type questions provided within Manager Reviews, to ensure an effective way to review, analyze and even calibrate them across the entire organization. This ensures a less biased and more standardized review process, which in turn increases the credibility of the process itself.

 

Continuous Feedback 

 

📄 Give Continuous Feedback using Form Templates 

This feature enables employees to use form templates created by HR Managers to give Continuous Feedback to their peers. The introduction of form templates can support employees to write more structured and effective feedback, focusing on specific areas that matter the most to be evaluated in their organizations.

 

📝 Performance notes in the P&D area

HR Managers and Supervisors will be empowered to create performance notes about employees that won't be directly shared with them. They can address sensitive information or make personal notes to remember later, with the peace of mind that it won’t be shared with the employee. This feature will be available through the Feedback page under the Performance & Development area.

 

✨ Filtering performance data by type, employee and date

Enabling employees to filter and find performance data that they need at the moment on the Feedback page under the P&D area. They will be able to filter by type (continuous feedback, reviews and performance notes), by employee (provider or receiver) and by date. This helps them by saving their time (e.g. when filling a review) and improves their overall user experience.

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🔐 Access rights for Feedback experience

Introducing dedicated access-rights to enable role based HR Managers to view every employee's continuous feedback, performance reviews and performance notes. In addition, it enables Custom access rights, where these individuals can be assigned to view this data for a relevant subset of employees (e.g. addressing a specific office, team, or sub-company). This is especially relevant for companies that need to restrict access to potentially sensitive performance data for certain HR Manager roles.

 

🙋‍♀️ Ask for Continuous Feedback 

This feature empowers Employees to proactively ask for feedback about themselves and Supervisors to ask for feedback about their direct reports without needing to wait for performance cycles. With that, they can get real-time insights on their performance, addressing opportunities to improve as they arise and speeding up their growth.

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Trainings

 

🗓 Enable creating a session with additional information

This release enables Training organizers to create training sessions with more accurate and structured information. When creating a session it is possible to select a date range instead of selecting only one date. On top of this, it is possible to define how the session will be delivered; virtually, in-person or hybrid, and include the location information accordingly. This helps with communicating training details in a structured manner for participants which reduces the amount of additional questions addressed to the training organizer. 

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👥 Selecting Participants by Condition

This feature enables training organizers to select participants by condition e.g. based on department, office, role, etc. Introducing the filtering options will remove a lot of manual work from selecting participants one by one. In addition, this will also make it easier to ensure the right people are participating in the training.

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📁 Employee Training Record 

This release enables HR Manager and Training admins to stay on top of employees training efforts by seeing employees training records with planned courses and training history. In addition, we enable supervisors to stay on top of their direct reports’ training efforts by seeing the same information from their team members. This enables companies to have employee training records in a centralized place automatically after organizing training through Personio. 

 

Goals

 

🖇 Duplicate goal to multiple employees

When a supervisor needs to set the same goal for multiple employees on their team, it currently takes a lot of manual work to create all of the goals one by one. With the ability to duplicate a goal to multiple employees, supervisors will be able to copy the same goal to their whole team in a single operation.

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What do you think?

 

We are always looking for your feedback. Let us know what you think about the upcoming features and improvements in the comments below! Is there anything you’re excited about, or would like to see on our roadmap?


8 replies

Userlevel 1

I love it.

The only thing that I think is super important to implement as soon as possible is the anonymity in the evaluations (e.g. peers and direct reports). This allows the evaluations to be more honest and objective bringing more representative results. 

Userlevel 1

Hi team!
I think the updates are very good, they will certainly make an improvement!
I have two additional proposals:
1- Performance: being able to delegate evaluations or request feedback from another person in charge, but in the same cycle. For example, if I lead a team of 10 people and there is a manager below me, even though all the evaluations depend on me, i think is a good idea if I can delegate some evaluations or ask for feedback and that feedback is already saved in the cycle of evaluation (not that you have to go look for it in other cycles)
2-Training: being able to send a test from the training module to assess knowledge. Something similar to google forms.

I am available if you want to go deeper on these topics!
I hope I explained myself well!
Many thanks for your work
Laura

Userlevel 6
Badge +16

Love to see a demo of the 4 parts to then be able to give more in depth feedback

@Milan @anavargas @daniel.boon 

Userlevel 1

the first point is super important. In addition, it is important to be able to download all the data from the export of the performance cycles.

Userlevel 3
Badge +3

Is there a chance to pull out the report from the system with all reviews? But not only who completed and scores but also all questions with answers please. 

Userlevel 3
Badge +2

@Andrea @Milan - please can you advise on when we will be able to print off data from performance cycles.  We are still manually having to pull out people’s development and training needs.  Is there a timeline for when this will be automated via a reporting function?

Many thanks, Sally

Userlevel 6
Badge +16

Hi @SalC ,

Could you please share more details about what data exactly you would want to export? Is a similar functionality listed on Milan’s update?

Thank you in advance for your answer.

Best,

Andrea

Userlevel 3
Badge +2

@Andrea - yes I am referring to Milan’s point re: Employee Training Record.  In order to carry out a Training Needs Analysis (TNA) for the Company we would appreciate the option of being able to pull out a report which lists all employees and their inputs (ie, what they want from a training perspective).

 

As we are now two months on from Milan’s note - is there an update on timelines?  My colleague @Dorota is having to manually highlight, then copy paste words into an Excel document.  As we grow this is not scalable.

 

I hope that explains our request more clearly.  Thanks, @SalC 

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