Magazine article The CPA Journal

Performance Now

Magazine article The CPA Journal

Performance Now

Article excerpt

Performance Now provides tools for preparing performance reviews. An employee log saves notes on an employee's activities and performance during the year covered by the review.

Using Perfornance Now. An excellent tutorial provides an introduction to the program. Users navigate through the program by selecting from pull-down menus, clicking on button bars and icons, or using keyboard shortcuts. Context-sensitive help and human resource advice are available throughout the program. There are five predesigned review forms, which may be customized, or a firm may easily design their own. Each review form is divided into sections that can be modified. The reviewer moves between sections by clicking on tab buttons.

Clicking on Start New Review begins the process. The reviewer selects an employee to be evaluated or enters data for a new employee. The program automatically places the employee's personal data into the review form. The reviewer may select from a list of 32 performance elements to evaluate an employee. Each performance element is rated using a five-point scale. The program assigns a narrative rating ranging from unsatisfactory to outstanding based on the reviewer's quantitative ratings. As the reviewer rates each factor, text appropriate to the rating appears on screen. The text is pasted directly into the review form and may be edited further if necessary. After performance elements are rated, the program calculates an overall rating and prompts the reviewer to write a narrative summary.

After performance elements are rated, the reviewer may also rate the employee's success in achieving goals using a five-point scale. Additionally, the reviewer may adjust the weight of each goal to consider its relative importance. When planning future goals, a measurement basis and a due date for completion are set. …

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