HealthyHR · Assessment Tool
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Checklist for Choosing a Performance Management System

Rate a specific system against 35 criteria and see whether it supports the whole performance management cycle, from hiring to exit, and links it to business results.

Gaya Gnidenko · HealthyHR · Performance Management course

Directions

A good system records every stage of the cycle, not just the annual review, links the stages into one person's story and shows the connection to business results. The criteria follow the stages of the performance management cycle from the HealthyHR course. Rate a specific system against each criterion, then review your total and your score by area at the bottom of the page.

Your answers are kept in this browser as you go, so you can finish later on the same device. When you are done you can save the result as a PDF and send it to HealthyHR.

0 — Not applicable 1 — Not acceptable 2 — Somewhat acceptable 3 — Acceptable 4 — Very desirable

Does the system…

Score by area

Excellent

140–106

The software is close to meeting your needs as an organization. While customization may be necessary, this is a good place to start.

Good

105–70

The software is not as close to meeting your organization's needs as would be desirable. Consider whether your organizational leaders are willing to invest in customizing the software to meet the unique needs of your organization.

Adequate

69–36

Adequate, but not as good perhaps as other software. Keep looking for better software.

Inadequate

35–0

Inadequate. Look for other vendors.

“Save as PDF” opens your browser print dialog — choose Save as PDF as the destination to keep a one-page report. “Send my results” shares your score with HealthyHR so it can be discussed in class or in your consulting session.

Score: 0 / 140
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