H1 REVIEW

Overview and Timeline

User Manual

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 CONTENT

Performance and Goals | Modules

Timelines

Matrix Managers can provide feedback (Global Delivery)

Workflow & Scenarios of reporting relationship & feedback

H1 Review | Tool View

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PERFORMANCE AND GOALS | MODULES
Performance Year: April to March

Goal Setting Continuous Performance Performance Improvement

Review Plan (PIP)
1. Defined categories linked to 1. Opportunity for continuous
Balanced Scorecard performance review & 1. Anytime PIP
2. Customised Goal library feedback 2. Workflow revised
3. Cascade and alignment 2. Opportunity for Matrix
(customer) manager to provide
feedback

360 Degree Feedback Final Review H1 Review

1. Focus: Development / 1. Review of Rating Scale 1. H1 review

performance 2. Calibration module enabling 2. Ability to add new goals /
2. Individual / team / manager team ranking – stack / side-by- modify weightage for existing
(peer) side, dashboards and tracking goals
3. Workflow
4. Nominator / Rater View

Launched WIP

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 TIMELINES
1. HOTSPOT will be open to start review in Mid November

2. HOTSPOT will be open for 6 weeks for H1 review to complete

• 2 weeks for employee  2 weeks for matrix manager  2 weeks for reporting manager

Nov 16 – 30 ( ~ 2 weeks) Dec 1 - Dec 14 ( ~ 2 weeks) Dec 15 – Dec 31 ( ~ 2 weeks)

Employee completed self-assessment *Matrix Manager provides feedback Reporting Manager provides feedback

• The review form will automatically move to the next step based on the above timelines

3. Employees joined prior to July 1 would be eligible for H1 review

4. In case employee has not completed goal setting for the year; H1 forms will not be launched for the employee
• If goal setting is completed prior to December 15 – H1 forms will be launched but the form will sync with the timelines specified in point 2

*Workflow for H1 Review will include Employee, Matrix Manager and Reporting Manager – for Global Delivery

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 MATRIX MANAGERS CAN PROVIDE FEEDBACK (GLOBAL DELIVERY)
We have introduced Matrix Managers as part of the feedback process for H1 Review

1. Who is a Matrix Manager?

• They are the Project or functional manager for an employee on the project

2. Matrix Manager identification in system?

• Project assignment information from SAP and WBS ( timesheet) approver for all projects

3. Exclusions
• Employees at work levels L4 and L5
• Matrix Manager not available
• ER&D TML

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 WORKFLOW & SCENARIOS OF REPORTING RELATIONSHIP & FEEDBACK

Workflow - A 1 Workflow - B 1 2

No Matrix H1 review One Matrix H1 review H1 review

Manager Manager
Employee Reporting Employee Matrix Reporting
Manager Manager Manager

Employee Self-review  Reporting Manager feedback Employee Self-review  Matrix Manager feedback  Reporting Manager feedback

1 2
Workflow - C
Matrix
Manager

H1 review H1 review
Employee Self-review  Matrix Manager feedback 
Reporting Manager feedback Employee Reporting
Manager
Matrix
Manager

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 H1 REVIEW | TOOL VIEW

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 H1 REVIEW | TOOL VIEW

1 2

Employee logins to Performance and opens the H1 Review Form by navigating to Performance Tab. The ToDo Tile also has the form. Employee completes
self-assessment and submits to Matrix Manager for review. If Matrix Manager is not mapped in the workflow, the form will directly go to the Reporting Manager.

4 3

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 H1 REVIEW | TOOL VIEW
Upon submission of
5 self-assessment form, 6
The Matrix manager
receives a notification
on email. Also, the
ToDo List gets updated
and a notification is
generated.
Matrix manager
provides feedback and
submits upon which the
form flows to the
reporting manager

8 7

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 H1 REVIEW | TOOL VIEW
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Matrix Managers can view employee review however they cannot view other
Matrix manager’s feedback or Reporting Manager’s feedback.

Reporting managers now can opens form to provide feedback. Reporting

manager can view matrix manager’s feedback as well at this time.

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 H1 REVIEW | TOOL VIEW

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Once completed and submitted, H1 Review is completed and the form is

routed back under Completed section of Performance tab for the employee
as well as the reporting manager.

At this time, the employee can view feedback from matrix manager and
reporting manager.

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 For more information about Tata Technologies and what we can do to help
create better products for your customers, visit: www.tatatechnologies.com

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