Add / Maintain Rating Criteria Definitions

Procedure Guideline

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This procedure explains how to add, view and maintain Rating Criteria in the SEMS-app.
The application uses a 5-star Rating system.

For demonstration purposes we will be using the EMPLOYEE Rating Criteria in this procedure guideline.

note

The same principles and procedures apply when you need to Define, Add, View & Maintain Rating Criteria for other parties - Customer, Supplier, Legislator and Financier.

Add Rating Criteria

The functionality to define and maintain Rating Criteria is accessed by selecting;

Employee / Settings / Employee Rating Criteria.

1. Select Employee from the Main Navigation Menu.

2. Click on the Settings option in the drop-down menu, then

3. Click on Employee Rating Criteria.

The Employee Rating criteria screen is displayed.

Initially there will not be any Rating Criteria listed.

4. Click the Add Items button on the Ribbon menu.

The Add New Rating Criteria screen is displayed.

5. Click on the down-arrow in the Rating field.

6. Select a Rating option from the drop-down list.

info

The Rating options are the predefined values of the different Rating levels.

Each Rating option has a numeric weight, ranging from 5 (Excellent) down to -1 (Blacklist)

5 Excellent
4 Above Average
3 Satisfactory / Referred
2 Substandard
1 Dismal
0 Not Rated / Blacklist Cleared
-1 BLACKLIST

NB! The options above are hard-coded in the system.

7. Type a description in the Rating Criteria field.

This description should relate directly to the Rating option as selected in the Rating field.

8. Click on the Save button.

9. Select Set Active in the Set Status drop-down list.

10. To create another Rating Criteria, click on the Add button.

11. Select the Yes option.

info

Multiple Rating Criteria can be created for each of the Rating options.

Repeat steps 5 to 9 above to define additional Rating Criteria.

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Maintain Rating Criteria

Should you wish to amend / update existing Rating Criteria, these are the steps that need to be followed;

1. Select a record in the Employee Rating Criteria grid.

2. Click the Open button on the ribbon menu.

tip

Alternatively, double-click anywhere on the record row to open.

The relevant Rating Criteria screen is displayed.

3. Select the Set Inactive option from the Set Status drop-down list.

You could

4. Select a different Rating option in the drop-down list under the Rating field.

   And / Or

   Change the wording in the Rating Criteria field.

5. Click on the Save button.

6. Select Set Active in the Set Status drop-down list.

To change / amend any of the other existing Rating Criteria, repeat steps 1 to 6 above.

7. Once you are satisfied with the Rating Criteria details, click the Close button.

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Rating Criteria Examples (Employee / Contractor)

STAR SYSTEM	RATING	CRITERIA
	Excellent	- Job / Project completed with exemplary service & conduct.
	Above Average	- Job / Project completed with above average service & conduct.
	Satisfactory	- Job / Project completed with satisfactory service & conduct.
	Substandard	- Demanded higher daily rate after agreeing to terms and signing Employment Contract. - Reneged on verbal commitment to employment contract / delayed signing contract and withdrawing from obligation at the last minute. - Repeat offender for not following company rules or safety procedures. - Difficulty working with team members (without improvement). - Questionable Work Ethic - poor workmanship and general lack of professionalism. - Refusing to follow Supervisor or Client work Instructions.
	Dismal	- Not arriving at assigned Quarantine or Work Location. - Abandoned Worksite without valid reason(s).
	Blacklist	- Theft. - HSE Risk. - Provided False Certification. - Breach of Contract (Violation of Contract terms i.e. Abandonment prior to job or start of Contract). - Danger to Him/Herself, Team Members or Client Employees.

System Generated Rating Criteria (Employee / Contractor)

STAR SYSTEM	RATING	CRITERIA
	Not Rated.	- No History / Not employed by Company previously. - Previously Blacklisted.
	Referred	- References from a trusted and / or reliable source.

This is the end of this procedure.

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The next step - Add / Maintain Rating Scores & Reviews